Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$11.8K - $13.5K
|
7.27K
$2.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
57+ 2.13% |
$11.2K - $12.8K
|
2.73K
$899K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
56+ 116.67% |
$11K - $12.6K
|
104
$34.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56+ 4.8% |
$11K - $12.6K
|
1.22K
$403K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
55+ 0.87% |
$10.8K - $12.3K
|
6.34K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
52+ 0.9% |
$10.2K - $11.7K
|
5.82K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
50+ 0.42% |
$9.85K - $11.2K
|
11.9K
$3.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50+ 7.14% |
$9.85K - $11.2K
|
750
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
50+ 0.42% |
$9.85K - $11.2K
|
11.9K
$3.91M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49New |
$9.65K - $11K
|
49
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
49+ 0.58% |
$9.65K - $11K
|
8.5K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
48+ 0.64% |
$9.45K - $10.8K
|
7.5K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
45+ 0.61% |
$8.86K - $10.1K
|
7.37K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
42+ 21.0% |
$8.27K - $9.43K
|
242
$79.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
42+ 0.66% |
$8.27K - $9.43K
|
6.38K
$2.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
41+ 0.82% |
$8.07K - $9.2K
|
5.06K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
39+ 0.13% |
$7.68K - $8.76K
|
29.9K
$9.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
38+ 0.95% |
$7.48K - $8.53K
|
4.05K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
38+ 1.79% |
$7.48K - $8.53K
|
2.16K
$710K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
36+ 0.23% |
$7.09K - $8.08K
|
15.7K
$5.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
35+ 0.44% |
$6.89K - $7.86K
|
7.94K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
35+ 1.41% |
$6.89K - $7.86K
|
2.51K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33New |
$6.5K - $7.41K
|
33
$10.9K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
31+ 0.77% |
$6.11K - $6.96K
|
4.08K
$1.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29+ 2.0% |
$5.71K - $6.51K
|
1.48K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
28+ 0.19% |
$5.51K - $6.29K
|
15K
$4.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
28+ 0.8% |
$5.51K - $6.29K
|
3.52K
$1.16M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25+ 2.39% |
$4.92K - $5.61K
|
1.07K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
22+ 0.36% |
$4.33K - $4.94K
|
6.14K
$2.02M
|
|
|
Jan 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
21+ 0.43% |
$4.14K - $4.71K
|
4.89K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
21+ 0.3% |
$4.14K - $4.71K
|
7K
$2.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
19+ 0.41% |
$3.74K - $4.27K
|
4.7K
$1.55M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
18+ 0.37% |
$3.54K - $4.04K
|
4.9K
$1.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
17+ 0.84% |
$3.35K - $3.82K
|
2.04K
$673K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.39% |
$3.35K - $3.82K
|
4.43K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
16+ 0.42% |
$3.15K - $3.59K
|
3.84K
$1.27M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
15+ 0.91% |
$2.95K - $3.37K
|
1.66K
$545K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
15+ 0.2% |
$2.95K - $3.37K
|
7.35K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14+ 0.45% |
$2.76K - $3.14K
|
3.15K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.44% |
$2.76K - $3.14K
|
3.21K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.65% |
$2.76K - $3.14K
|
2.16K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$2.76K - $3.14K
|
2.93K
$965K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.34% |
$2.76K - $3.14K
|
4.19K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.93% |
$2.56K - $2.92K
|
1.41K
$465K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.3% |
$2.56K - $2.92K
|
4.33K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.64% |
$2.56K - $2.92K
|
2.04K
$671K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11New |
$2.17K - $2.47K
|
11
$3.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.43% |
$2.17K - $2.47K
|
2.6K
$856K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11+ 0.3% |
$2.17K - $2.47K
|
3.65K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.97K - $2.24K
|
4.77K
$1.57M
|