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 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
249New |
$50.1K - $63K
|
249
$81.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
233+ 45.42% |
$46.8K - $59K
|
746
$243K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225+ 1.01% |
$45.2K - $57K
|
22.4K
$7.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
222+ 4.64% |
$44.6K - $56.2K
|
5.01K
$1.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
220+ 6.8% |
$44.2K - $55.7K
|
3.46K
$1.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
219+ 6.21% |
$44K - $55.5K
|
3.74K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
210+ 48.39% |
$42.2K - $53.2K
|
644
$210K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
208New |
$41.8K - $52.7K
|
208
$67.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
195+ 11.12% |
$39.2K - $49.4K
|
1.95K
$635K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
187+ 6.98% |
$37.6K - $47.3K
|
2.87K
$934K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
185New |
$37.2K - $46.8K
|
185
$60.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
185+ 11.23% |
$37.2K - $46.8K
|
1.83K
$597K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
175+ 18.42% |
$35.2K - $44.3K
|
1.13K
$366K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
170New |
$34.2K - $43K
|
170
$55.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
167+ 3.8% |
$33.6K - $42.3K
|
4.56K
$1.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
165+ 10.01% |
$33.2K - $41.8K
|
1.81K
$591K
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.68% |
$30.8K - $38.7K
|
22.6K
$7.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
150+ 3.74% |
$30.2K - $38K
|
4.16K
$1.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
148New |
$29.8K - $37.5K
|
148
$48.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
146+ 5.62% |
$29.4K - $37K
|
2.75K
$894K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
140+ 0.43% |
$28.1K - $35.4K
|
32.7K
$10.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
130+ 0.07% |
$26.1K - $32.9K
|
183K
$59.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
124+ 7.53% |
$24.9K - $31.4K
|
1.77K
$577K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
123+ 0.86% |
$24.7K - $31.1K
|
14.4K
$4.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
120+ 1.04% |
$24.1K - $30.4K
|
11.7K
$3.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
116New |
$23.3K - $29.4K
|
116
$37.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
109+ 2.18% |
$21.9K - $27.6K
|
5.1K
$1.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
106+ 0.95% |
$21.3K - $26.8K
|
11.3K
$3.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
104+ 3.98% |
$20.9K - $26.3K
|
2.72K
$885K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100+ 49.75% |
$20.1K - $25.3K
|
301
$98K
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
100+ 1.48% |
$20.1K - $25.3K
|
6.87K
$2.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 16.67% |
$20.1K - $25.3K
|
700
$228K
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
100+ 9.52% |
$20.1K - $25.3K
|
1.15K
$375K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100+ 12.9% |
$20.1K - $25.3K
|
875
$285K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
98+ 2.98% |
$19.7K - $24.8K
|
3.38K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
96+ 1.17% |
$19.3K - $24.3K
|
8.29K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
93+ 0.24% |
$18.7K - $23.5K
|
39K
$12.7M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
92+ 0.88% |
$18.5K - $23.3K
|
10.5K
$3.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
92+ 1.7% |
$18.5K - $23.3K
|
5.52K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87+ 6.81% |
$17.5K - $22K
|
1.36K
$444K
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
83+ 5.59% |
$16.7K - $21K
|
1.57K
$510K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
80+ 3.47% |
$16.1K - $20.3K
|
2.38K
$777K
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
80+ 1.43% |
$16.1K - $20.3K
|
5.66K
$1.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 60.0% |
$15.1K - $19K
|
200
$65.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
73+ 3.97% |
$14.7K - $18.5K
|
1.91K
$623K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
68+ 0.69% |
$13.7K - $17.2K
|
9.92K
$3.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
64+ 0.23% |
$12.9K - $16.2K
|
27.6K
$9M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
64+ 142.22% |
$12.9K - $16.2K
|
109
$35.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
60+ 4.75% |
$12.1K - $15.2K
|
1.32K
$431K
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
BUY
|
- |
60+ 6.56% |
$12.1K - $15.2K
|
974
$317K
|