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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
257+ 23.62% |
$50.7K - $61.1K
|
1.35K
$430K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
256+ 2.31% |
$50.5K - $60.8K
|
11.3K
$3.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
252New |
$49.7K - $59.9K
|
252
$80.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
240+ 3.94% |
$47.4K - $57K
|
6.33K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
235+ 1.62% |
$46.4K - $55.8K
|
14.7K
$4.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
217+ 0.61% |
$42.8K - $51.6K
|
35.7K
$11.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
208+ 10.0% |
$41K - $49.4K
|
2.29K
$731K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
204+ 5.53% |
$40.3K - $48.5K
|
3.9K
$1.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
201+ 1.82% |
$39.7K - $47.8K
|
11.2K
$3.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
200+ 26.32% |
$39.5K - $47.5K
|
960
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
197+ 2.84% |
$38.9K - $46.8K
|
7.14K
$2.28M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
191+ 9.91% |
$37.7K - $45.4K
|
2.12K
$677K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
167+ 1.67% |
$33K - $39.7K
|
10.1K
$3.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
156+ 7.88% |
$30.8K - $37.1K
|
2.14K
$682K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
155+ 3.72% |
$30.6K - $36.8K
|
4.32K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
153+ 11.45% |
$30.2K - $36.4K
|
1.49K
$476K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
152+ 13.81% |
$30K - $36.1K
|
1.25K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
142+ 0.39% |
$28K - $33.7K
|
36.4K
$11.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
141+ 7.73% |
$27.8K - $33.5K
|
1.97K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
141+ 0.36% |
$27.8K - $33.5K
|
39.2K
$12.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
140+ 6.89% |
$27.6K - $33.3K
|
2.17K
$694K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
140+ 7.0% |
$27.6K - $33.3K
|
2.14K
$684K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
138+ 6.8% |
$27.2K - $32.8K
|
2.17K
$692K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
137+ 4.88% |
$27K - $32.6K
|
2.94K
$940K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130+ 12.61% |
$25.7K - $30.9K
|
1.16K
$371K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
129+ 1.3% |
$25.5K - $30.7K
|
10.1K
$3.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
125+ 4.52% |
$24.7K - $29.7K
|
2.89K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 55.61% |
$23.5K - $28.3K
|
333
$106K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
117+ 0.9% |
$23.1K - $27.8K
|
13.2K
$4.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117+ 390.0% |
$23.1K - $27.8K
|
147
$47K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
115+ 7.16% |
$22.7K - $27.3K
|
1.72K
$550K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
114+ 3.54% |
$22.5K - $27.1K
|
3.33K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
109+ 1.34% |
$21.5K - $25.9K
|
8.26K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
107+ 11.12% |
$21.1K - $25.4K
|
1.07K
$342K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
106+ 0.99% |
$20.9K - $25.2K
|
10.8K
$3.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
105New |
$20.7K - $25K
|
105
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
105+ 1.0% |
$20.7K - $25K
|
10.6K
$3.38M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
97New |
$19.1K - $23.1K
|
97
$31K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
95+ 1.15% |
$18.7K - $22.6K
|
8.35K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
94+ 0.71% |
$18.5K - $22.3K
|
13.3K
$4.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
90+ 0.2% |
$17.8K - $21.4K
|
46K
$14.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
81+ 5.93% |
$16K - $19.2K
|
1.45K
$462K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
80+ 1.45% |
$15.8K - $19K
|
5.6K
$1.79M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
77+ 0.1% |
$15.2K - $18.3K
|
79.8K
$25.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
76+ 1.52% |
$15K - $18.1K
|
5.08K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
75+ 6.45% |
$14.8K - $17.8K
|
1.24K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
68+ 8.31% |
$13.4K - $16.2K
|
886
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
66+ 0.79% |
$13K - $15.7K
|
8.45K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
63+ 0.67% |
$12.4K - $15K
|
9.5K
$3.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
61+ 2.17% |
$12K - $14.5K
|
2.88K
$919K
|