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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 2.71% |
$338K - $407K
|
65K
$21.1M
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.69K+ 4.83% |
$333K - $401K
|
36.6K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.61KNew |
$317K - $382K
|
1.61K
$523K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.61K+ 11.03% |
$317K - $382K
|
16.2K
$5.25M
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
1.6KNew |
$316K - $381K
|
1.6K
$521K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.6KNew |
$316K - $380K
|
1.6K
$520K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.6KNew |
$316K - $380K
|
1.6K
$520K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.59K+ 3.02% |
$313K - $377K
|
54.1K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 94.71% |
$311K - $375K
|
3.24K
$1.05M
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.57K+ 23.41% |
$309K - $372K
|
8.25K
$2.68M
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.54K+ 3.11% |
$304K - $366K
|
51.1K
$16.6M
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5KNew |
$295K - $355K
|
1.5K
$486K
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.5K+ 185.95% |
$295K - $355K
|
2.3K
$747K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.48K+ 58.74% |
$291K - $351K
|
3.99K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.42K+ 22.41% |
$280K - $337K
|
7.76K
$2.52M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 60.44% |
$275K - $331K
|
3.7K
$1.2M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.37KNew |
$271K - $326K
|
1.37K
$446K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.3K+ 6.12% |
$257K - $310K
|
22.6K
$7.34M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.28KNew |
$253K - $305K
|
1.28K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.27KNew |
$250K - $301K
|
1.27K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.27KNew |
$250K - $301K
|
1.27K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.25KNew |
$247K - $297K
|
1.25K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.24K+ 14.48% |
$244K - $294K
|
9.8K
$3.18M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.2K+ 1.19% |
$236K - $284K
|
102K
$33.2M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.19KNew |
$234K - $282K
|
1.19K
$385K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.18KNew |
$233K - $280K
|
1.18K
$383K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.14K+ 29.53% |
$226K - $272K
|
5.01K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.14KNew |
$225K - $271K
|
1.14K
$370K
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.1KNew |
$217K - $262K
|
1.1K
$358K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09KNew |
$215K - $259K
|
1.09K
$354K
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
1.09K+ 18.15% |
$215K - $259K
|
7.1K
$2.31M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.08KNew |
$214K - $257K
|
1.08K
$352K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 23.78% |
$205K - $247K
|
5.41K
$1.76M
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
1.02KNew |
$202K - $243K
|
1.02K
$333K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.01K+ 15.01% |
$199K - $239K
|
7.72K
$2.51M
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
975+ 1.57% |
$192K - $232K
|
63.2K
$20.5M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
962+ 34.33% |
$190K - $229K
|
3.76K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
930+ 40.26% |
$184K - $221K
|
3.24K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
868+ 4.33% |
$171K - $206K
|
20.9K
$6.79M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
821+ 20.68% |
$162K - $195K
|
4.79K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
788+ 21.79% |
$155K - $187K
|
4.41K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
780+ 3.73% |
$154K - $185K
|
21.7K
$7.05M
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
777+ 1.68% |
$153K - $185K
|
47.1K
$15.3M
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
736+ 9.61% |
$145K - $175K
|
8.39K
$2.73M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
730+ 6.13% |
$144K - $173K
|
12.6K
$4.11M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
725+ 8.08% |
$143K - $172K
|
9.69K
$3.15M
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
723+ 5.02% |
$143K - $172K
|
15.1K
$4.92M
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
710+ 45.48% |
$140K - $169K
|
2.27K
$738K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
703+ 70.02% |
$139K - $167K
|
1.71K
$555K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
686+ 9.23% |
$135K - $163K
|
8.12K
$2.64M
|