Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
61
+ 2.17%
$12K - $14.5K
2.88K $895K
Nov 03, 2022 Q3 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
60
+ 1.35%
$11.8K - $14.3K
4.52K $1.41M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
59
+ 3.1%
$11.6K - $14K
1.97K $612K
Oct 13, 2022 Q3 2022
Beacon Financial Group

BUY
 -
59
+ 0.35%
$11.6K - $14K
16.7K $5.21M
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
56
New
$11.1K - $13.3K
56 $17.4K
Nov 10, 2022 Q3 2022
Firestone Capital Management

BUY
 -
50
+ 0.17%
$9.87K - $11.9K
29.8K $9.29M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
50
+ 0.33%
$9.87K - $11.9K
15K $4.67M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
48
New
$9.47K - $11.4K
48 $14.9K
Oct 25, 2022 Q3 2022
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
48
+ 2.92%
$9.47K - $11.4K
1.69K $527K
Nov 14, 2022 Q3 2022
Neumann Capital Management, LLC

BUY
 -
47
+ 0.92%
$9.27K - $11.2K
5.15K $1.6M
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
47
+ 0.93%
$9.27K - $11.2K
5.13K $1.6M
Oct 25, 2022 Q3 2022
Sky Oak Wealth, LLC

BUY
 -
47
+ 3.17%
$9.27K - $11.2K
1.53K $476K
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
45
+ 1.35%
$8.88K - $10.7K
3.38K $1.05M
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
44
New
$8.68K - $10.5K
44 $13.7K
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
40
+ 1.39%
$7.89K - $9.51K
2.93K $911K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
40
+ 2.05%
$7.89K - $9.51K
1.99K $619K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
38
New
$7.5K - $9.03K
38 $11.8K
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
38
+ 0.33%
$7.5K - $9.03K
11.7K $3.65M
Nov 03, 2022 Q3 2022
Rathbones Group PLC

Liverpool, X0
BUY
 -
31
+ 1.5%
$6.12K - $7.37K
2.1K $652K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
29
+ 0.46%
$5.72K - $6.89K
6.33K $1.97M
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
26
+ 0.75%
$5.13K - $6.18K
3.48K $1.08M
Oct 03, 2022 Q3 2022
Lbj Family Wealth Advisors, Ltd.

BUY
 -
24
+ 0.5%
$4.74K - $5.7K
4.87K $1.52M
Feb 13, 2023 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
24
+ 0.09%
$4.74K - $5.7K
27.2K $8.46M
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
23
+ 0.71%
$4.54K - $5.47K
3.24K $1.01M
Nov 14, 2022 Q3 2022
Eagle Strategies LLC

New York, NY
BUY
 -
21
+ 0.49%
$4.14K - $4.99K
4.32K $1.34M
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
21
+ 262.5%
$4.14K - $4.99K
29 $9.03K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
20
+ 0.96%
$3.95K - $4.75K
2.11K $655K
Oct 19, 2022 Q3 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
19
+ 1.66%
$3.75K - $4.51K
1.16K $361K
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
18
+ 0.09%
$3.55K - $4.28K
20.2K $6.3M
Oct 17, 2022 Q3 2022
North Crest Asset Manangement, LLC

BUY
 -
17
+ 0.26%
$3.35K - $4.04K
6.44K $2M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
16
+ 0.35%
$3.16K - $3.8K
4.64K $1.44M
Oct 31, 2022 Q3 2022
Valeo Financial Advisors, LLC

BUY
 -
15
+ 0.07%
$2.96K - $3.56K
21.1K $6.55M
Oct 18, 2022 Q3 2022
Cahaba Wealth Management, Inc.

BUY
 -
15
+ 0.48%
$2.96K - $3.56K
3.14K $976K
Nov 09, 2022 Q3 2022
Bollard Group LLC

Boston, MA
BUY
 -
15
+ 0.47%
$2.96K - $3.56K
3.2K $996K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
14
+ 0.11%
$2.76K - $3.33K
12.5K $3.89M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
14
New
$2.76K - $3.33K
14 $4.36K
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
14
+ 12.07%
$2.76K - $3.33K
130 $40.5K
Nov 14, 2022 Q3 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
13
+ 0.51%
$2.57K - $3.09K
2.58K $804K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
13
+ 1.49%
$2.57K - $3.09K
888 $276K
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
13
+ 0.45%
$2.57K - $3.09K
2.92K $910K
Nov 09, 2022 Q3 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
12
+ 0.47%
$2.37K - $2.85K
2.59K $805K
Oct 25, 2024 Q3 2022
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
11
+ 0.49%
$2.17K - $2.61K
2.24K $697K
Oct 31, 2022 Q3 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
10
+ 0.41%
$1.97K - $2.38K
2.45K $764K
Nov 01, 2022 Q3 2022
Stegner Investment Associates Inc.

BUY
 -
10
+ 0.04%
$1.97K - $2.38K
26.6K $8.27M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
10
+ 0.74%
$1.97K - $2.38K
1.37K $425K
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
10
New
$1.97K - $2.38K
10 $3.11K
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
9
+ 0.42%
$1.78K - $2.14K
2.16K $673K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
8
+ 0.23%
$1.58K - $1.9K
3.44K $1.07M
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
8
+ 3.21%
$1.58K - $1.9K
257 $80K

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