Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.76K+ 3.33% |
$1.16M - $1.46M
|
179K
$58.1M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34K+ 27.55% |
$1.07M - $1.35M
|
24.7K
$8.05M
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.34K+ 5.07% |
$1.07M - $1.35M
|
111K
$36M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.09K+ 20.76% |
$1.02M - $1.29M
|
29.6K
$9.64M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.08K+ 8.38% |
$1.02M - $1.29M
|
65.7K
$21.4M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5.08KNew |
$1.02M - $1.29M
|
5.08K
$1.65M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.74K+ 0.88% |
$952K - $1.2M
|
546K
$178M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.74KNew |
$952K - $1.2M
|
4.74K
$1.54M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.67K+ 199.4% |
$938K - $1.18M
|
7.01K
$2.28M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.55KNew |
$915K - $1.15M
|
4.55K
$1.48M
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
4.27K+ 2.71% |
$858K - $1.08M
|
162K
$52.6M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.18K+ 43.35% |
$841K - $1.06M
|
13.8K
$4.51M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.16K+ 5.66% |
$836K - $1.05M
|
77.6K
$25.3M
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
4.02K+ 141.8% |
$808K - $1.02M
|
6.86K
$2.23M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.69KNew |
$742K - $934K
|
3.69K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.63K+ 2.99% |
$730K - $919K
|
125K
$40.8M
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.63K+ 2.73% |
$730K - $919K
|
137K
$44.5M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
3.38K+ 8.48% |
$680K - $857K
|
43.3K
$14.1M
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.25K+ 3.62% |
$653K - $823K
|
93K
$30.3M
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
3.24KNew |
$651K - $820K
|
3.24K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3.17K+ 1.74% |
$637K - $802K
|
185K
$60.3M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.16KNew |
$635K - $800K
|
3.16K
$1.03M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.12KNew |
$627K - $790K
|
3.12K
$1.02M
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
2.92K+ 5.85% |
$586K - $738K
|
52.7K
$17.2M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.87K+ 149.4% |
$578K - $727K
|
4.8K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
BUY
|
- |
2.87KNew |
$577K - $727K
|
2.87K
$935K
|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.79KNew |
$562K - $707K
|
2.79K
$910K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.78K+ 165.42% |
$559K - $704K
|
4.46K
$1.45M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
2.74K+ 7.47% |
$551K - $694K
|
39.4K
$12.8M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.69K+ 3.96% |
$541K - $681K
|
70.6K
$23M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.68KNew |
$540K - $680K
|
2.68K
$874K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.6K+ 1.1% |
$523K - $658K
|
238K
$77.6M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.58K+ 2.84% |
$518K - $652K
|
93.2K
$30.4M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.52K+ 1.02% |
$507K - $638K
|
250K
$81.5M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 227.33% |
$505K - $636K
|
3.62K
$1.18M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.51KNew |
$505K - $636K
|
2.51K
$818K
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.5KNew |
$503K - $633K
|
2.5K
$814K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.5KNew |
$502K - $633K
|
2.5K
$814K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.47K+ 115.12% |
$497K - $626K
|
4.62K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.47K+ 2.08% |
$497K - $626K
|
121K
$39.5M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45K+ 58.98% |
$493K - $621K
|
6.61K
$2.15M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.44K+ 16.83% |
$490K - $617K
|
16.9K
$5.51M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.43K+ 37.25% |
$489K - $616K
|
8.97K
$2.92M
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.43KNew |
$489K - $616K
|
2.43K
$792K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.41K+ 258.24% |
$485K - $611K
|
3.35K
$1.09M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
2.41K+ 4.78% |
$483K - $609K
|
52.7K
$17.2M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.4K+ 11.69% |
$482K - $608K
|
22.9K
$7.47M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.4K+ 0.64% |
$482K - $607K
|
377K
$123M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.39K+ 250.37% |
$480K - $604K
|
3.34K
$1.09M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.31KNew |
$464K - $584K
|
2.31K
$752K
|