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
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.41K - $1.77K
|
2.83K
$964K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.27% |
$1.41K - $1.77K
|
2.57K
$875K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$1.21K - $1.52K
|
7.43K
$2.53M
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$1.21K - $1.52K
|
3.83K
$1.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.11% |
$1.21K - $1.52K
|
5.4K
$1.84M
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.21K - $1.52K
|
2.23K
$758K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
6+ 0.53% |
$1.21K - $1.52K
|
1.15K
$390K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.36% |
$1.01K - $1.27K
|
1.4K
$476K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.01K - $1.27K
|
2.15K
$733K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.31% |
$1.01K - $1.27K
|
1.64K
$558K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.01K - $1.27K
|
2.92K
$993K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$1.01K - $1.27K
|
3.38K
$1.15M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.01K - $1.27K
|
2.47K
$840K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$1.01K - $1.27K
|
4.27K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.25% |
$804 - $1.01K
|
1.63K
$556K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.16% |
$804 - $1.01K
|
2.49K
$846K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$804 - $1.01K
|
4.33K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.21% |
$804 - $1.01K
|
1.89K
$645K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.07% |
$603 - $760
|
4.39K
$1.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.22% |
$603 - $760
|
1.37K
$465K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.3% |
$603 - $760
|
1.01K
$343K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3+ 0.28% |
$603 - $760
|
1.08K
$368K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.08% |
$603 - $760
|
3.64K
$1.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3+ 0.28% |
$603 - $760
|
1.09K
$370K
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$603 - $760
|
1.17K
$398K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$603 - $760
|
1.6K
$544K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$402 - $506
|
1.11K
$379K
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$201 - $253
|
4.03K
$1.37M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$201 - $253
|
30.3K
$10.3M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$201 - $253
|
8.38K
$2.85M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.93% |
$201 - $253
|
109
$37.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$201 - $253
|
1.74K
$591K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.47% |
$201 - $253
|
214
$72.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$201 - $253
|
2.86K
$974K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$201 - $253
|
3.5K
$1.19M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$201 - $253
|
3.47K
$1.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$201 - $253
|
4.06K
$1.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$201 - $253
|
1.87K
$638K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.45% |
$201 - $253
|
70
$23.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.74% |
$201 - $253
|
137
$46.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.07% |
$201 - $253
|
1.46K
$497K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$201 - $253
|
2.3K
$781K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$201 - $253
|
264
$89.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1- 0.1% |
$201 - $253
|
1.05K
$358K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- -0.0% |
$201 - $253
|
45.5K
$15.5M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2- 0.02% |
$402 - $506
|
11.5K
$3.92M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2- 0.15% |
$402 - $506
|
1.3K
$441K
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3- 0.07% |
$603 - $760
|
4.38K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$1.01K - $1.27K
|
2.34K
$797K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8- 0.38% |
$1.61K - $2.03K
|
2.11K
$720K
|