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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.51% |
$19.7K - $22.4K
|
19.4K
$6M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-100- 6.24% |
$19.7K - $22.4K
|
1.5K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-103- 11.6% |
$20.3K - $23.1K
|
785
$243K
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-109- 2.78% |
$21.5K - $24.5K
|
3.82K
$1.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-110- 7.28% |
$21.7K - $24.7K
|
1.4K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-112- 0.21% |
$22.1K - $25.1K
|
52.2K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 35.14% |
$23K - $26.3K
|
216
$66.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-122- 6.09% |
$24K - $27.4K
|
1.88K
$583K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-125- 7.51% |
$24.6K - $28.1K
|
1.54K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-125- 3.13% |
$24.6K - $28.1K
|
3.87K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-131- 6.98% |
$25.8K - $29.4K
|
1.75K
$541K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 1.19% |
$27.2K - $31K
|
11.4K
$3.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-139- 3.91% |
$27.4K - $31.2K
|
3.41K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-140- 0.35% |
$27.6K - $31.4K
|
40.4K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-141- 1.75% |
$27.8K - $31.7K
|
7.92K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-143- 1.39% |
$28.2K - $32.1K
|
10.1K
$3.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-145- 0.11% |
$28.6K - $32.6K
|
137K
$42.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-146- 4.94% |
$28.8K - $32.8K
|
2.81K
$870K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-147- 3.47% |
$29K - $33K
|
4.09K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-150- 0.19% |
$29.5K - $33.7K
|
79.6K
$24.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-158- 6.44% |
$31.1K - $35.5K
|
2.3K
$711K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-160- 2.61% |
$31.5K - $35.9K
|
5.98K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-166- 8.45% |
$32.7K - $37.3K
|
1.8K
$557K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-168- 7.81% |
$33.1K - $37.7K
|
1.98K
$614K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-180- 4.52% |
$35.4K - $40.4K
|
3.81K
$1.18M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-185- 0.32% |
$36.4K - $41.5K
|
58.1K
$18M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-207- 2.51% |
$40.8K - $46.5K
|
8.05K
$2.49M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-211- 0.65% |
$41.6K - $47.4K
|
32K
$9.93M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-212- 68.83% |
$41.8K - $47.6K
|
96
$29.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-220- 3.1% |
$43.3K - $49.4K
|
6.88K
$2.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-221- 5.44% |
$43.5K - $49.6K
|
3.84K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-223- 3.76% |
$43.9K - $50.1K
|
5.7K
$1.77M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-225- 8.82% |
$44.3K - $50.5K
|
2.33K
$720K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-227- 0.27% |
$44.7K - $51K
|
84.7K
$26.3M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-227- 3.52% |
$44.7K - $51K
|
6.21K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-229- 6.45% |
$45.1K - $51.4K
|
3.32K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-229- 1.65% |
$45.1K - $51.4K
|
13.7K
$4.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-230- 1.28% |
$45.3K - $51.6K
|
17.8K
$5.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-231- 7.99% |
$45.5K - $51.9K
|
2.66K
$824K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-235- 3.51% |
$46.3K - $52.8K
|
6.45K
$2M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-236- 0.36% |
$46.5K - $53K
|
65.5K
$20.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-246- 10.92% |
$48.4K - $55.2K
|
2.01K
$622K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-247- 18.36% |
$48.6K - $55.4K
|
1.1K
$340K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 16.36% |
$49.2K - $56.1K
|
1.28K
$396K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-250- 6.76% |
$49.2K - $56.1K
|
3.45K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-259- 8.33% |
$51K - $58.1K
|
2.85K
$884K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-262- 2.02% |
$51.6K - $58.8K
|
12.7K
$3.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-275- 0.77% |
$54.2K - $61.7K
|
35.5K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-283- 1.92% |
$55.7K - $63.5K
|
14.4K
$4.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 9.98% |
$56.5K - $64.4K
|
2.59K
$802K
|