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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 0.43% |
$39.5K - $47.5K
|
46.5K
$15.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 0.43% |
$39.5K - $47.5K
|
46.5K
$15.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-200- 4.75% |
$39.5K - $47.5K
|
4.01K
$1.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-212- 2.2% |
$41.8K - $50.4K
|
9.43K
$3.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-214- 1.52% |
$42.2K - $50.9K
|
13.9K
$4.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-230- 19.9% |
$45.4K - $54.7K
|
926
$310K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-234- 2.82% |
$46.2K - $55.6K
|
8.06K
$2.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-245- 0.27% |
$48.3K - $58.2K
|
91.3K
$30.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-249- 3.1% |
$49.1K - $59.2K
|
7.78K
$2.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-250- 6.68% |
$49.3K - $59.4K
|
3.49K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-252- 1.49% |
$49.7K - $59.9K
|
16.6K
$5.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-255- 28.24% |
$50.3K - $60.6K
|
648
$217K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-259- 0.74% |
$51.1K - $61.5K
|
34.9K
$11.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-259- 15.32% |
$51.1K - $61.5K
|
1.43K
$480K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-266- 45.86% |
$52.5K - $63.2K
|
314
$105K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-270- 4.29% |
$53.3K - $64.2K
|
6.02K
$2.02M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-273- 9.45% |
$53.9K - $64.9K
|
2.62K
$876K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-275- 3.3% |
$54.3K - $65.3K
|
8.06K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-278- 11.88% |
$54.9K - $66.1K
|
2.06K
$691K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-280- 9.07% |
$55.3K - $66.5K
|
2.81K
$940K
|
|
|
Oct 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-291- 6.65% |
$57.4K - $69.2K
|
4.09K
$1.37M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-319- 2.01% |
$62.9K - $75.8K
|
15.6K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-321- 1.85% |
$63.3K - $76.3K
|
17K
$5.7M
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-322- 12.48% |
$63.5K - $76.5K
|
2.26K
$757K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-329- 9.01% |
$64.9K - $78.2K
|
3.32K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-330- 20.82% |
$65.1K - $78.4K
|
1.26K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-331- 0.64% |
$65.3K - $78.7K
|
51.5K
$17.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-333- 48.97% |
$65.7K - $79.1K
|
347
$116K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-339- 0.98% |
$66.9K - $80.6K
|
34.2K
$11.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-341- 17.96% |
$67.3K - $81K
|
1.56K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-352- 6.42% |
$69.5K - $83.6K
|
5.13K
$1.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-358- 0.87% |
$70.6K - $85.1K
|
40.6K
$13.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-362- 3.19% |
$71.4K - $86K
|
11K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-368- 0.05% |
$72.6K - $87.4K
|
769K
$258M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-374- 5.96% |
$73.8K - $88.9K
|
5.9K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-375- 15.37% |
$74K - $89.1K
|
2.07K
$692K
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-380- 5.38% |
$75K - $90.3K
|
6.69K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-397- 8.46% |
$78.3K - $94.3K
|
4.3K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-398- 12.58% |
$78.5K - $94.6K
|
2.77K
$927K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-399- 5.18% |
$78.7K - $94.8K
|
7.3K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-400- 2.01% |
$78.9K - $95.1K
|
19.5K
$6.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-408- 2.72% |
$80.5K - $97K
|
14.6K
$4.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-413- 5.16% |
$81.5K - $98.1K
|
7.6K
$2.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-420- 5.05% |
$82.9K - $99.8K
|
7.91K
$2.65M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-432- 9.51% |
$85.2K - $103K
|
4.11K
$1.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-438- 42.9% |
$86.4K - $104K
|
583
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-439- 0.86% |
$86.6K - $104K
|
50.6K
$17M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-445- 20.7% |
$87.8K - $106K
|
1.71K
$571K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-452- 15.54% |
$89.2K - $107K
|
2.46K
$823K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-464- 6.14% |
$91.6K - $110K
|
7.1K
$2.38M
|