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 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-477- 7.47% |
$94.1K - $113K
|
5.91K
$1.89M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-479Closed |
$94.5K - $114K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-484- 0.62% |
$95.5K - $115K
|
77.4K
$24.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-487- 91.03% |
$96.1K - $116K
|
48
$15.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-489- 0.21% |
$96.5K - $116K
|
233K
$74.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-500- 1.37% |
$98.7K - $119K
|
36.1K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-500- 9.62% |
$98.7K - $119K
|
4.7K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-530- 2.86% |
$105K - $126K
|
18K
$5.75M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-532- 5.46% |
$105K - $126K
|
9.21K
$2.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-540- 11.92% |
$107K - $128K
|
3.99K
$1.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-551- 0.64% |
$109K - $131K
|
85K
$27.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-558- 2.96% |
$110K - $133K
|
18.3K
$5.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-573- 43.34% |
$113K - $136K
|
749
$239K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-578- 0.55% |
$114K - $137K
|
104K
$33.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-598- 11.92% |
$118K - $142K
|
4.42K
$1.41M
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-603- 32.04% |
$119K - $143K
|
1.28K
$409K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-608- 3.13% |
$120K - $144K
|
18.8K
$6.01M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-628- 5.2% |
$124K - $149K
|
11.4K
$3.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-633- 5.32% |
$125K - $150K
|
11.3K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-647- 1.58% |
$128K - $154K
|
40.3K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-648- 0.66% |
$128K - $154K
|
97.1K
$31M
|
|
|
Nov 08, 2022
Q3 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-686- 12.08% |
$135K - $163K
|
5K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-686- 6.27% |
$135K - $163K
|
10.3K
$3.28M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-704- 4.4% |
$139K - $167K
|
15.3K
$4.89M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-720- 16.3% |
$142K - $171K
|
3.7K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-777- 8.68% |
$153K - $185K
|
8.17K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-800- 17.7% |
$158K - $190K
|
3.72K
$1.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-816- 2.26% |
$161K - $194K
|
35.3K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-851- 21.84% |
$168K - $202K
|
3.05K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-857- 0.75% |
$169K - $204K
|
114K
$36.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-859- 1.52% |
$170K - $204K
|
55.6K
$17.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-861- 1.09% |
$170K - $205K
|
77.9K
$24.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-864- 0.53% |
$170K - $205K
|
161K
$51.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-864- 2.61% |
$170K - $205K
|
32.2K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-869- 5.73% |
$171K - $207K
|
14.3K
$4.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-869- 7.76% |
$171K - $207K
|
10.3K
$3.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-873- 15.83% |
$172K - $207K
|
4.64K
$1.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-878- 2.08% |
$173K - $209K
|
41.4K
$13.2M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-881- 78.1% |
$174K - $209K
|
247
$78.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-897- 13.7% |
$177K - $213K
|
5.65K
$1.81M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-933- 1.42% |
$184K - $222K
|
64.8K
$20.7M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-974- 7.61% |
$192K - $231K
|
11.8K
$3.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-979- 3.69% |
$193K - $233K
|
25.6K
$8.17M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-987- 18.28% |
$195K - $235K
|
4.41K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1K- 4.73% |
$198K - $238K
|
20.2K
$6.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1K- 1.55% |
$198K - $238K
|
63.7K
$20.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.05K- 1.94% |
$207K - $250K
|
53.2K
$17M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 30.65% |
$207K - $250K
|
2.38K
$760K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.05K- 3.16% |
$208K - $250K
|
32.3K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.14KClosed |
$225K - $271K
|
0
$0
|