Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
13.8K
+ 6.14%
$2.71M - $3.27M
238K $79.7M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
13.3K
+ 122.09%
$2.62M - $3.15M
24.1K $8.09M
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

BUY
 -
13.2K
+ 274.77%
$2.6M - $3.13M
18K $6.02M
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
13K
+ 24.62%
$2.56M - $3.09M
65.7K $22M
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
13K
New
$2.56M - $3.08M
13K $4.34M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
12.3K
+ 112.37%
$2.43M - $2.93M
23.3K $7.82M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
11.8K
+ 1.21%
$2.34M - $2.82M
991K $332M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
11K
+ 20.86%
$2.17M - $2.61M
63.7K $21.3M
Oct 27, 2022 Q3 2022
Keybank National Association

BUY
 -
10.4K
+ 203.25%
$2.05M - $2.47M
15.5K $5.2M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
9.98K
+ 3314.95%
$1.97M - $2.37M
10.3K $3.45M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.82K
+ 229.83%
$1.94M - $2.33M
14.1K $4.72M
Nov 14, 2022 Q3 2022
Waldron Private Wealth LLC

BUY
 -
9.63K
+ 97.15%
$1.9M - $2.29M
19.6K $6.55M
Nov 09, 2022 Q3 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
9.17K
+ 12.98%
$1.81M - $2.18M
79.8K $26.7M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
8.6K
New
$1.7M - $2.04M
8.6K $2.88M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
8.27K
+ 4.63%
$1.63M - $1.97M
187K $62.6M
Nov 01, 2022 Q3 2022
James J. Burns & Company, LLC

Melville, NY
BUY
 -
7.82K
New
$1.54M - $1.86M
7.82K $2.62M
Oct 21, 2022 Q3 2022
Investment Partners, Ltd.

BUY
 -
7.77K
New
$1.53M - $1.85M
7.77K $2.61M
Nov 10, 2022 Q3 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
7.26K
+ 279.37%
$1.43M - $1.72M
9.86K $3.3M
Nov 14, 2022 Q3 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7.04K
+ 4.49%
$1.39M - $1.67M
164K $54.9M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
7.01K
New
$1.38M - $1.67M
7.01K $2.35M
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
6.96K
+ 46.01%
$1.37M - $1.65M
22.1K $7.4M
Oct 06, 2022 Q3 2022
ETF Portfolio Partners, Inc.

BUY
 -
6.66K
+ 4.65%
$1.31M - $1.58M
150K $50.2M
Nov 10, 2022 Q3 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
6.6K
+ 29.07%
$1.3M - $1.57M
29.3K $9.82M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
6.57K
+ 44.8%
$1.3M - $1.56M
21.2K $7.12M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
6.57K
New
$1.3M - $1.56M
6.57K $2.2M
Nov 14, 2022 Q3 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
6.51K
+ 46.65%
$1.28M - $1.55M
20.5K $6.86M
Nov 14, 2022 Q3 2022
Spears Abacus Advisors LLC

BUY
 -
6.45K
+ 47.92%
$1.27M - $1.53M
19.9K $6.67M
Oct 24, 2022 Q3 2022
Landmark Wealth Management, LLC

BUY
 -
6.34K
New
$1.25M - $1.51M
6.34K $2.12M
Oct 31, 2022 Q3 2022
Arbor Investment Advisors, LLC

BUY
 -
6.29K
+ 1.77%
$1.24M - $1.49M
361K $121M
Nov 14, 2022 Q3 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
6.08K
+ 21.87%
$1.2M - $1.44M
33.9K $11.3M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
5.92K
New
$1.17M - $1.41M
5.92K $1.99M
Oct 26, 2022 Q3 2022
Cranbrook Wealth Management, LLC

BUY
 -
5.84K
+ 30.28%
$1.15M - $1.39M
25.1K $8.42M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
5.59K
+ 11.13%
$1.1M - $1.33M
55.8K $18.7M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
5.52K
+ 12.76%
$1.09M - $1.31M
48.8K $16.4M
Nov 14, 2022 Q3 2022
Apexium Financial, LP

BUY
 -
5.52K
+ 84.68%
$1.09M - $1.31M
12K $4.03M
Nov 14, 2022 Q3 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
5.48K
New
$1.08M - $1.3M
5.48K $1.84M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
5.36K
+ 99.48%
$1.06M - $1.27M
10.8K $3.6M
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
5.34K
+ 17.55%
$1.05M - $1.27M
35.7K $12M
Nov 14, 2022 Q3 2022
Lake Street Advisors Group, LLC

BUY
 -
5.31K
+ 2.12%
$1.05M - $1.26M
256K $85.7M
Oct 25, 2022 Q3 2022
Scharf Investments, LLC

BUY
 -
5.31K
New
$1.05M - $1.26M
5.31K $1.78M
Oct 27, 2022 Q3 2022
Wc Walker & Associates, Inc.

BUY
 -
5.28K
+ 5.68%
$1.04M - $1.26M
98.3K $32.9M
Nov 07, 2022 Q3 2022
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
5.26K
+ 0.81%
$1.04M - $1.25M
658K $221M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
5.17K
+ 7179.17%
$1.02M - $1.23M
5.24K $1.76M
Nov 09, 2022 Q3 2022
Trinity Point Wealth, LLC

BUY
 -
5.07K
New
$999K - $1.2M
5.07K $1.7M
Oct 25, 2022 Q3 2022
Mitchell Sinkler & Starr

BUY
 -
5K
+ 480.77%
$987K - $1.19M
6.04K $2.02M
Oct 17, 2022 Q3 2022
Elk River Wealth Management, LLC

BUY
 -
4.95K
+ 32.31%
$976K - $1.18M
20.3K $6.79M
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
4.81K
+ 23.52%
$948K - $1.14M
25.2K $8.46M
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
4.72K
+ 28.11%
$932K - $1.12M
21.5K $7.21M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4.68K
+ 44.6%
$923K - $1.11M
15.2K $5.08M

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