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 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
61+ 2.17% |
$12K - $14.5K
|
2.88K
$979K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
60+ 1.35% |
$11.8K - $14.3K
|
4.52K
$1.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
59+ 0.35% |
$11.6K - $14K
|
16.7K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59+ 3.1% |
$11.6K - $14K
|
1.97K
$669K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
56New |
$11.1K - $13.3K
|
56
$19.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.33% |
$9.87K - $11.9K
|
15K
$5.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
50+ 0.17% |
$9.87K - $11.9K
|
29.8K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
48New |
$9.47K - $11.4K
|
48
$16.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48+ 2.92% |
$9.47K - $11.4K
|
1.69K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.93% |
$9.27K - $11.2K
|
5.13K
$1.75M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
47+ 3.17% |
$9.27K - $11.2K
|
1.53K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
47+ 0.92% |
$9.27K - $11.2K
|
5.15K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
47+ 2.1% |
$9.27K - $11.2K
|
2.29K
$778K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45+ 1.35% |
$8.88K - $10.7K
|
3.38K
$1.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$8.68K - $10.5K
|
44
$15K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
40+ 2.05% |
$7.89K - $9.51K
|
1.99K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40+ 1.39% |
$7.89K - $9.51K
|
2.93K
$996K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
38+ 0.33% |
$7.5K - $9.03K
|
11.7K
$3.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
38New |
$7.5K - $9.03K
|
38
$12.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
31+ 1.5% |
$6.12K - $7.37K
|
2.1K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 0.46% |
$5.72K - $6.89K
|
6.33K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.75% |
$5.13K - $6.18K
|
3.48K
$1.19M
|
|
|
Oct 03, 2022
Q3 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
24+ 0.5% |
$4.74K - $5.7K
|
4.87K
$1.66M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24+ 0.09% |
$4.74K - $5.7K
|
27.2K
$9.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
23+ 0.71% |
$4.54K - $5.47K
|
3.24K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
21+ 262.5% |
$4.14K - $4.99K
|
29
$9.87K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
21+ 0.49% |
$4.14K - $4.99K
|
4.32K
$1.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
20+ 0.96% |
$3.95K - $4.75K
|
2.11K
$717K
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
19+ 1.66% |
$3.75K - $4.51K
|
1.16K
$395K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
18+ 0.09% |
$3.55K - $4.28K
|
20.2K
$6.89M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
17+ 0.26% |
$3.35K - $4.04K
|
6.44K
$2.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
16+ 0.35% |
$3.16K - $3.8K
|
4.64K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15+ 0.47% |
$2.96K - $3.56K
|
3.2K
$1.09M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15+ 0.48% |
$2.96K - $3.56K
|
3.14K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15+ 0.07% |
$2.96K - $3.56K
|
21.1K
$7.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$2.76K - $3.33K
|
14
$4.77K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 12.07% |
$2.76K - $3.33K
|
130
$44.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
14+ 0.11% |
$2.76K - $3.33K
|
12.5K
$4.26M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 1.49% |
$2.57K - $3.09K
|
888
$302K
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
13+ 0.45% |
$2.57K - $3.09K
|
2.92K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
13+ 0.51% |
$2.57K - $3.09K
|
2.58K
$879K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.47% |
$2.37K - $2.85K
|
2.59K
$881K
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
11+ 0.49% |
$2.17K - $2.61K
|
2.24K
$762K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10+ 0.41% |
$1.97K - $2.38K
|
2.45K
$835K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 0.74% |
$1.97K - $2.38K
|
1.37K
$465K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.97K - $2.38K
|
10
$3.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
10+ 0.04% |
$1.97K - $2.38K
|
26.6K
$9.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9+ 0.42% |
$1.78K - $2.14K
|
2.16K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 0.23% |
$1.58K - $1.9K
|
3.44K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8+ 3.21% |
$1.58K - $1.9K
|
257
$87.5K
|