Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 1000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.07MNew |
$211M - $254M
|
1.07M
$347M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371K+ 12545.41% |
$73.2M - $88.1M
|
374K
$121M
|
|
|
Nov 02, 2022
Q3 2022
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
BUY
|
- |
318K+ 27.13% |
$62.8M - $75.6M
|
1.49M
$484M
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
308K+ 23.31% |
$60.8M - $73.2M
|
1.63M
$530M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
308K+ 23.31% |
$60.8M - $73.2M
|
1.63M
$530M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 6.07% |
$55.8M - $67.2M
|
4.94M
$1.61B
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
225K+ 131.06% |
$44.4M - $53.5M
|
397K
$129M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
219K+ 3.06% |
$43.2M - $52.1M
|
7.39M
$2.4B
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
193K+ 11.37% |
$38.2M - $46M
|
1.89M
$616M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
127K+ 5.3% |
$25M - $30.1M
|
2.52M
$818M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 107.53% |
$24.3M - $29.2M
|
237K
$77.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
117K+ 493.41% |
$23.1M - $27.8M
|
141K
$45.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
112K+ 19263.62% |
$22M - $26.6M
|
112K
$36.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
98.4K+ 6.35% |
$19.4M - $23.4M
|
1.65M
$535M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
95.3K+ 49.67% |
$18.8M - $22.6M
|
287K
$93.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.3K+ 4.25% |
$16M - $19.3M
|
2M
$648M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
76.5K+ 61.12% |
$15.1M - $18.2M
|
202K
$65.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
70.8K+ 3780.15% |
$14M - $16.8M
|
72.7K
$23.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
69.2K+ 1202.48% |
$13.7M - $16.4M
|
75K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
62.3K+ 70.28% |
$12.3M - $14.8M
|
151K
$49.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
54.1KNew |
$10.7M - $12.9M
|
54.1K
$17.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.2K+ 29.71% |
$9.32M - $11.2M
|
206K
$67M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
45.7K+ 6.94% |
$9.01M - $10.9M
|
704K
$229M
|
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
45.7K+ 454.26% |
$9.01M - $10.9M
|
55.7K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Latigo Investments, LLC
|
BUY
|
- |
42.6KNew |
$8.4M - $10.1M
|
42.6K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38.5K+ 3.2% |
$7.59M - $9.14M
|
1.24M
$404M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
31.6K+ 168.8% |
$6.24M - $7.52M
|
50.4K
$16.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
30.4K+ 19.48% |
$6M - $7.22M
|
186K
$60.6M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 6.91% |
$5.43M - $6.54M
|
426K
$138M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
27.5K+ 4.24% |
$5.42M - $6.53M
|
676K
$220M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
25.5K+ 2061.44% |
$5.03M - $6.06M
|
26.7K
$8.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
24K+ 7.2% |
$4.74M - $5.71M
|
358K
$116M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.7K+ 24.37% |
$4.48M - $5.4M
|
116K
$37.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
22.1K+ 4.02% |
$4.35M - $5.24M
|
570K
$185M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21.6K+ 5694.74% |
$4.27M - $5.14M
|
22K
$7.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
20.3KNew |
$4.01M - $4.83M
|
20.3K
$6.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20K+ 72.3% |
$3.94M - $4.75M
|
47.6K
$15.5M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
19.7KNew |
$3.89M - $4.69M
|
19.7K
$6.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.7K+ 90.95% |
$3.89M - $4.69M
|
41.4K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4K+ 26.6% |
$3.83M - $4.61M
|
92.3K
$30M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.5K+ 16.19% |
$3.66M - $4.41M
|
133K
$43.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 105.5% |
$3.62M - $4.36M
|
35.7K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 2.49% |
$3.62M - $4.36M
|
755K
$245M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.7KNew |
$3.5M - $4.21M
|
17.7K
$5.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
17.6K+ 6.3% |
$3.47M - $4.18M
|
297K
$96.4M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.6K+ 1.04% |
$3.28M - $3.95M
|
1.61M
$524M
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
15.4K+ 2.58% |
$3.05M - $3.67M
|
614K
$200M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15K+ 2.32% |
$2.96M - $3.56M
|
662K
$215M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 43.75% |
$2.74M - $3.3M
|
45.6K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.9K+ 43.75% |
$2.74M - $3.3M
|
45.6K
$14.8M
|