Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-72- 5.45% |
$14.2K - $17.1K
|
1.25K
$418K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-73- 4.73% |
$14.4K - $17.3K
|
1.47K
$493K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-76- 0.85% |
$15K - $18.1K
|
8.92K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 1.41% |
$15.8K - $19K
|
5.58K
$1.87M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-80- 3.36% |
$15.8K - $19K
|
2.3K
$772K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-82- 0.29% |
$16.2K - $19.5K
|
28.1K
$9.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-85- 6.68% |
$16.8K - $20.2K
|
1.19K
$398K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-88- 0.2% |
$17.4K - $20.9K
|
43.1K
$14.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-88- 2.19% |
$17.4K - $20.9K
|
3.93K
$1.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-90- 1.5% |
$17.8K - $21.4K
|
5.92K
$1.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-90- 3.66% |
$17.8K - $21.4K
|
2.37K
$793K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-92- 2.53% |
$18.2K - $21.9K
|
3.55K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 31.74% |
$18.4K - $22.1K
|
200
$67K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-95- 2.89% |
$18.7K - $22.6K
|
3.19K
$1.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-98- 1.32% |
$19.3K - $23.3K
|
7.34K
$2.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-100- 3.33% |
$19.7K - $23.8K
|
2.9K
$972K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-101- 2.4% |
$19.9K - $24K
|
4.1K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-114- 6.57% |
$22.5K - $27.1K
|
1.62K
$544K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-117- 0.62% |
$23.1K - $27.8K
|
18.9K
$6.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-117- 0.15% |
$23.1K - $27.8K
|
75.6K
$25.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-117- 0.24% |
$23.1K - $27.8K
|
49.4K
$16.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-128- 5.09% |
$25.3K - $30.4K
|
2.39K
$800K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-128- 0.96% |
$25.3K - $30.4K
|
13.2K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-131- 1.59% |
$25.9K - $31.1K
|
8.1K
$2.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-134- 50.76% |
$26.4K - $31.8K
|
130
$43.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-134- 1.96% |
$26.4K - $31.8K
|
6.72K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-137- 3.71% |
$27K - $32.6K
|
3.55K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-140- 0.53% |
$27.6K - $33.3K
|
26.4K
$8.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-140- 1.19% |
$27.6K - $33.3K
|
11.6K
$3.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-146- 1.88% |
$28.8K - $34.7K
|
7.64K
$2.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-147- 6.76% |
$29K - $34.9K
|
2.03K
$679K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-150- 9.19% |
$29.6K - $35.6K
|
1.48K
$497K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-151- 44.28% |
$29.8K - $35.9K
|
190
$63.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-157- 5.6% |
$31K - $37.3K
|
2.65K
$888K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-160- 4.83% |
$31.6K - $38K
|
3.15K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-168- 0.82% |
$33.2K - $39.9K
|
20.3K
$6.81M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-172- 90.05% |
$33.9K - $40.9K
|
19
$6.37K
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-172- 5.84% |
$33.9K - $40.9K
|
2.77K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-175- 0.52% |
$34.5K - $41.6K
|
33.3K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-175- 5.78% |
$34.5K - $41.6K
|
2.85K
$957K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-187- 0.62% |
$36.9K - $44.4K
|
30.1K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-189- 7.09% |
$37.3K - $44.9K
|
2.48K
$830K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-190- 0.6% |
$37.5K - $45.1K
|
31.2K
$10.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-192- 14.81% |
$37.9K - $45.6K
|
1.1K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-194- 5.34% |
$38.3K - $46.1K
|
3.44K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-198- 0.62% |
$39.1K - $47.1K
|
31.7K
$10.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-199- 3.34% |
$39.3K - $47.3K
|
5.77K
$1.93M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-200- 5.61% |
$39.5K - $47.5K
|
3.37K
$1.13M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-200- 6.62% |
$39.5K - $47.5K
|
2.82K
$945K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-200- 12.45% |
$39.5K - $47.5K
|
1.41K
$472K
|