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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 0.38% |
$1.38K - $1.66K
|
1.85K
$575K
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.24% |
$1.38K - $1.66K
|
2.87K
$895K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
7+ 0.02% |
$1.38K - $1.66K
|
29.7K
$9.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.1% |
$1.18K - $1.43K
|
5.91K
$1.84M
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
6+ 0.08% |
$1.18K - $1.43K
|
7.33K
$2.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.12% |
$987 - $1.19K
|
4.32K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.5% |
$987 - $1.19K
|
1.01K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.5% |
$987 - $1.19K
|
1.01K
$316K
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
5+ 0.13% |
$987 - $1.19K
|
3.76K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.09% |
$789 - $951
|
4.4K
$1.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.34% |
$789 - $951
|
1.17K
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$789 - $951
|
10.2K
$3.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.25% |
$395 - $475
|
792
$247K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.1% |
$395 - $475
|
1.92K
$596K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$395 - $475
|
4.02K
$1.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.25% |
$395 - $475
|
809
$252K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.11% |
$395 - $475
|
1.88K
$584K
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$395 - $475
|
1.32K
$410K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$395 - $475
|
4.06K
$1.26M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$395 - $475
|
8.1K
$2.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2+ 0.05% |
$395 - $475
|
4.11K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.08% |
$395 - $475
|
2.37K
$739K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$197 - $238
|
1.27K
$396K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$197 - $238
|
3.47K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$197 - $238
|
4.03K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1+ 0.02% |
$197 - $238
|
5.15K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$197 - $238
|
3.64K
$1.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1- 0.02% |
$197 - $238
|
4.76K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2- 0.07% |
$395 - $475
|
2.92K
$908K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-2- 0.03% |
$395 - $475
|
7.81K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.02% |
$395 - $475
|
8.72K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-5- 0.04% |
$987 - $1.19K
|
13.9K
$4.32M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5- 0.12% |
$987 - $1.19K
|
4.23K
$1.32M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 7.14% |
$987 - $1.19K
|
65
$20.2K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 0.96% |
$987 - $1.19K
|
515
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 20.0% |
$1.58K - $1.9K
|
32
$9.96K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-10- 0.6% |
$1.97K - $2.38K
|
1.66K
$516K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-10- 0.07% |
$1.97K - $2.38K
|
14.7K
$4.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11- 5.29% |
$2.17K - $2.61K
|
197
$61.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11- 0.45% |
$2.17K - $2.61K
|
2.46K
$765K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 0.75% |
$2.17K - $2.61K
|
1.45K
$451K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12- 0.79% |
$2.37K - $2.85K
|
1.51K
$469K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-12- 0.44% |
$2.37K - $2.85K
|
2.73K
$851K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 1.8% |
$2.76K - $3.33K
|
764
$238K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15- 0.48% |
$2.96K - $3.56K
|
3.11K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16- 0.27% |
$3.16K - $3.8K
|
5.86K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-16- 0.19% |
$3.16K - $3.8K
|
8.58K
$2.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16- 0.72% |
$3.16K - $3.8K
|
2.19K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17- 0.45% |
$3.35K - $4.04K
|
3.78K
$1.18M
|