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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.13K+ 626.11% |
$227K - $285K
|
1.31K
$426K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 12.03% |
$226K - $285K
|
10.5K
$3.41M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.1KNew |
$221K - $279K
|
1.1K
$359K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.08K+ 53.8% |
$216K - $272K
|
3.08K
$1M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.08K+ 31.2% |
$216K - $272K
|
4.52K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.07K+ 8.28% |
$214K - $270K
|
14K
$4.55M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 4.17% |
$214K - $270K
|
26.6K
$8.68M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.05KNew |
$211K - $266K
|
1.05K
$343K
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.03KNew |
$206K - $260K
|
1.03K
$334K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 119.7% |
$205K - $259K
|
1.87K
$610K
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$205K - $259K
|
1.02K
$333K
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.02K+ 2.24% |
$204K - $257K
|
46.3K
$15.1M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1KNew |
$202K - $254K
|
1K
$327K
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
1KNew |
$201K - $253K
|
1K
$326K
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
979New |
$197K - $248K
|
979
$319K
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
962New |
$193K - $244K
|
962
$313K
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
951+ 28.24% |
$191K - $241K
|
4.32K
$1.41M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
915+ 9.13% |
$184K - $232K
|
10.9K
$3.56M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
906New |
$182K - $229K
|
906
$295K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
892New |
$179K - $226K
|
892
$291K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
891+ 46.29% |
$179K - $226K
|
2.82K
$917K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
864+ 8.54% |
$174K - $219K
|
11K
$3.58M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
862+ 6.29% |
$173K - $218K
|
14.6K
$4.74M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
857+ 72.69% |
$172K - $217K
|
2.04K
$663K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
845+ 17.66% |
$170K - $214K
|
5.63K
$1.83M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
845+ 0.79% |
$170K - $214K
|
108K
$35.1M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
819+ 12.33% |
$165K - $207K
|
7.46K
$2.43M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
813+ 0.51% |
$163K - $206K
|
159K
$51.8M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
804New |
$162K - $204K
|
804
$262K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
800+ 10.31% |
$161K - $203K
|
8.56K
$2.79M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
770+ 10.44% |
$155K - $195K
|
8.15K
$2.65M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
760New |
$153K - $192K
|
760
$248K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
736+ 27.33% |
$148K - $186K
|
3.43K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
730+ 14.73% |
$147K - $185K
|
5.69K
$1.85M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
710+ 1.77% |
$143K - $180K
|
40.9K
$13.3M
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
695+ 13.1% |
$140K - $176K
|
6K
$1.95M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
683+ 30.66% |
$137K - $173K
|
2.91K
$948K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
679+ 66.63% |
$136K - $172K
|
1.7K
$553K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
677+ 41.46% |
$136K - $171K
|
2.31K
$752K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
673+ 5.88% |
$135K - $170K
|
12.1K
$3.95M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
668+ 9.85% |
$134K - $169K
|
7.45K
$2.43M
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
665+ 0.58% |
$134K - $168K
|
115K
$37.4M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
656+ 4.28% |
$132K - $166K
|
16K
$5.21M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
654+ 1.54% |
$131K - $166K
|
43K
$14M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
647+ 4.51% |
$130K - $164K
|
15K
$4.88M
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
642+ 23.51% |
$129K - $163K
|
3.37K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
608+ 13.79% |
$122K - $154K
|
5.02K
$1.63M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
598New |
$120K - $151K
|
598
$195K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
586New |
$118K - $148K
|
586
$191K
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
580New |
$117K - $147K
|
580
$189K
|