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 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
565+ 3.89% |
$114K - $143K
|
15.1K
$4.98M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
561+ 27.54% |
$113K - $142K
|
2.6K
$856K
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
557+ 5.44% |
$112K - $141K
|
10.8K
$3.55M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
549+ 10.34% |
$110K - $139K
|
5.86K
$1.93M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
542+ 23.11% |
$109K - $137K
|
2.89K
$951K
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
533+ 29.37% |
$107K - $135K
|
2.35K
$773K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
526+ 4.93% |
$106K - $133K
|
11.2K
$3.69M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
523+ 7.2% |
$105K - $132K
|
7.78K
$2.56M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
520+ 13.35% |
$105K - $132K
|
4.42K
$1.45M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
510+ 1821.43% |
$103K - $129K
|
538
$177K
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
504+ 2.59% |
$101K - $128K
|
19.9K
$6.57M
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
500+ 0.93% |
$101K - $127K
|
54.3K
$17.9M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
497+ 35.94% |
$99.9K - $126K
|
1.88K
$619K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
496+ 28.12% |
$99.7K - $126K
|
2.26K
$744K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
494New |
$99.3K - $125K
|
494
$163K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
492+ 46.02% |
$98.9K - $125K
|
1.56K
$514K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
484+ 2.48% |
$97.3K - $123K
|
20K
$6.6M
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
483+ 928.85% |
$97.1K - $122K
|
535
$176K
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
458+ 7.46% |
$92.1K - $116K
|
6.6K
$2.17M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
452+ 1.29% |
$90.9K - $114K
|
35.5K
$11.7M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
440+ 1.68% |
$88.5K - $111K
|
26.6K
$8.75M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
434+ 1.26% |
$87.2K - $110K
|
34.8K
$11.5M
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
407+ 23.35% |
$81.8K - $103K
|
2.15K
$708K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
396+ 3.44% |
$79.6K - $100K
|
11.9K
$3.92M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
391+ 5.01% |
$78.6K - $99K
|
8.19K
$2.7M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
379+ 0.9% |
$76.2K - $96K
|
42.3K
$13.9M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
373+ 17.5% |
$75K - $94.4K
|
2.5K
$825K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
372New |
$74.8K - $94.2K
|
372
$123K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
371+ 3.48% |
$74.6K - $93.9K
|
11K
$3.64M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
369+ 19.73% |
$74.2K - $93.4K
|
2.24K
$738K
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
367+ 0.51% |
$73.8K - $92.9K
|
72.4K
$23.9M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
360+ 1.54% |
$72.4K - $91.2K
|
23.7K
$7.82M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
360+ 20.93% |
$72.4K - $91.2K
|
2.08K
$685K
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
345+ 4.36% |
$69.4K - $87.4K
|
8.26K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
339+ 2.4% |
$68.1K - $85.8K
|
14.5K
$4.77M
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
324+ 5.74% |
$65.1K - $82K
|
5.97K
$1.97M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
321New |
$64.5K - $81.3K
|
321
$106K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
309+ 965.63% |
$62.1K - $78.2K
|
341
$112K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
302+ 22.69% |
$60.7K - $76.5K
|
1.63K
$538K
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
302+ 4.71% |
$60.7K - $76.5K
|
6.71K
$2.21M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
293+ 5.13% |
$58.9K - $74.2K
|
6.01K
$1.98M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
291+ 1.57% |
$58.5K - $73.7K
|
18.8K
$6.19M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
289+ 11.12% |
$58.1K - $73.2K
|
2.89K
$951K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
287+ 20.44% |
$57.7K - $72.7K
|
1.69K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
283+ 2.24% |
$56.9K - $71.7K
|
12.9K
$4.25M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
273+ 1365.0% |
$54.9K - $69.1K
|
293
$96.5K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
267+ 85.3% |
$53.7K - $67.6K
|
580
$191K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
260+ 1.42% |
$52.3K - $65.8K
|
18.5K
$6.1M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
257+ 21.78% |
$51.7K - $65.1K
|
1.44K
$473K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
252+ 9.87% |
$50.7K - $63.8K
|
2.81K
$924K
|