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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.17K- 4.48% |
$1.02M - $1.23M
|
110K
$35.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.44K- 14.84% |
$1.07M - $1.29M
|
31.2K
$10.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.48K- 66.44% |
$1.08M - $1.3M
|
2.77K
$899K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.79K- 19.55% |
$1.14M - $1.38M
|
23.8K
$7.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.87K- 8.71% |
$1.16M - $1.39M
|
61.5K
$20M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.45K- 0.24% |
$1.27M - $1.53M
|
2.71M
$881M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6.58K- 25.09% |
$1.3M - $1.56M
|
19.6K
$6.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-6.6K- 24.77% |
$1.3M - $1.57M
|
20K
$6.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.69K- 2.48% |
$1.32M - $1.59M
|
264K
$85.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.71K- 4.69% |
$1.32M - $1.59M
|
136K
$44.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-7.2K- 1.14% |
$1.42M - $1.71M
|
626K
$203M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-7.59K- 67.82% |
$1.5M - $1.8M
|
3.6K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9.19K- 1.09% |
$1.81M - $2.18M
|
835K
$271M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.32K- 8.64% |
$1.84M - $2.21M
|
98.5K
$32M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-9.71K- 78.22% |
$1.92M - $2.31M
|
2.7K
$879K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-10.2K- 12.12% |
$2.02M - $2.43M
|
74.2K
$24.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.3K- 16.73% |
$2.04M - $2.46M
|
51.5K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.4K- 13.3% |
$2.05M - $2.47M
|
67.7K
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-10.5K- 4.41% |
$2.07M - $2.5M
|
228K
$74M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-11.1K- 1.42% |
$2.18M - $2.63M
|
771K
$251M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12.2K- 0.99% |
$2.41M - $2.91M
|
1.23M
$398M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.3K- 0.71% |
$2.43M - $2.93M
|
1.73M
$562M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.3K- 0.71% |
$2.43M - $2.93M
|
1.73M
$562M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.9KClosed |
$2.54M - $3.06M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.1K- 3.47% |
$2.58M - $3.11M
|
364K
$118M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-13.5K- 4.96% |
$2.66M - $3.2M
|
258K
$83.9M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-13.6KClosed |
$2.68M - $3.23M
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.8K- 22.53% |
$2.73M - $3.28M
|
47.5K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.9K- 26.31% |
$2.75M - $3.31M
|
39K
$12.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-15.2K- 1.85% |
$3M - $3.62M
|
809K
$263M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.3K- 2.25% |
$3.22M - $3.88M
|
711K
$231M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22K- 0.86% |
$4.34M - $5.22M
|
2.54M
$826M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-23.8K- 4.36% |
$4.69M - $5.65M
|
522K
$170M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-24K- 17.13% |
$4.74M - $5.71M
|
116K
$37.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-24.1K- 6.64% |
$4.75M - $5.73M
|
339K
$110M
|
|
|
Oct 21, 2022
Q3 2022
|
Brown Financial Advisory
|
SELL
|
- |
-26.3K- 37.6% |
$5.19M - $6.25M
|
43.6K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.4K- 1.97% |
$5.4M - $6.5M
|
1.36M
$442M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-27.8K- 5.01% |
$5.49M - $6.61M
|
527K
$171M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-29.4K- 25.51% |
$5.79M - $6.98M
|
85.7K
$27.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.9K- 41.85% |
$6.88M - $8.28M
|
48.4K
$15.7M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-39.3K- 95.59% |
$7.76M - $9.34M
|
1.81K
$589K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-47.4K- 8.98% |
$9.34M - $11.3M
|
480K
$156M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-47.4K- 21.57% |
$9.36M - $11.3M
|
172K
$56M
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-48.1K- 86.25% |
$9.48M - $11.4M
|
7.66K
$2.49M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51.6K- 5.81% |
$10.2M - $12.3M
|
837K
$272M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-53.4K- 20.5% |
$10.5M - $12.7M
|
207K
$67.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-56.1K- 27.82% |
$11.1M - $13.3M
|
146K
$47.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-57.5K- 35.57% |
$11.3M - $13.7M
|
104K
$33.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-64.3K- 55.37% |
$12.7M - $15.3M
|
51.8K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-71.5K- 1.89% |
$14.1M - $17M
|
3.72M
$1.21B
|