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 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-794- 34.46% |
$156K - $178K
|
1.51K
$497K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-797- 2.85% |
$157K - $179K
|
27.2K
$8.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-801- 8.5% |
$158K - $180K
|
8.63K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-806- 1.03% |
$159K - $181K
|
77.1K
$25.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-808- 13.98% |
$159K - $181K
|
4.97K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-815- 3.23% |
$161K - $183K
|
24.4K
$8.04M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-817- 9.9% |
$161K - $183K
|
7.44K
$2.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-820- 2.71% |
$161K - $184K
|
29.4K
$9.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-829- 5.48% |
$163K - $186K
|
14.3K
$4.71M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-836- 20.53% |
$165K - $188K
|
3.24K
$1.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-841- 18.43% |
$166K - $189K
|
3.72K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-876- 13.05% |
$173K - $197K
|
5.84K
$1.92M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-881- 78.1% |
$174K - $198K
|
247
$81.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-883- 3.19% |
$174K - $198K
|
26.8K
$8.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-935- 3.93% |
$184K - $210K
|
22.9K
$7.54M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-978- 20.94% |
$193K - $220K
|
3.69K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-994- 9.39% |
$196K - $223K
|
9.59K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.02K- 1.12% |
$201K - $230K
|
90.3K
$29.7M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-1.03K- 2.38% |
$203K - $232K
|
42.3K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.04K- 35.5% |
$205K - $233K
|
1.89K
$622K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.08K- 9.62% |
$213K - $243K
|
10.2K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-1.22K- 19.54% |
$240K - $273K
|
5.02K
$1.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 0.47% |
$242K - $276K
|
262K
$86.4M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.27K- 1.15% |
$250K - $285K
|
109K
$35.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.27K- 2.96% |
$250K - $285K
|
41.7K
$13.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.28K- 15.69% |
$252K - $288K
|
6.89K
$2.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.34K- 10.18% |
$264K - $301K
|
11.8K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 0.66% |
$273K - $311K
|
209K
$68.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.39K- 3.85% |
$274K - $312K
|
34.7K
$11.4M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.43K- 9.17% |
$281K - $320K
|
14.1K
$4.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.47K- 26.34% |
$290K - $331K
|
4.12K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.48K- 16.61% |
$292K - $332K
|
7.44K
$2.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.52K- 6.08% |
$299K - $341K
|
23.5K
$7.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.53K- 1.15% |
$301K - $343K
|
131K
$43.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 46.88% |
$303K - $346K
|
1.75K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.56K- 8.42% |
$308K - $351K
|
17K
$5.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.6K- 2.16% |
$316K - $360K
|
72.6K
$23.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.66K- 20.56% |
$326K - $372K
|
6.4K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.66K- 46.56% |
$328K - $374K
|
1.91K
$629K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.68K- 37.18% |
$331K - $377K
|
2.84K
$935K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.76K- 28.74% |
$346K - $394K
|
4.35K
$1.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.78K- 5.7% |
$350K - $399K
|
29.4K
$9.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-1.79K- 3.3% |
$352K - $401K
|
52.4K
$17.3M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.8K- 5.57% |
$354K - $404K
|
30.5K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.82K- 23.32% |
$359K - $409K
|
6K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 2.36% |
$360K - $411K
|
75.6K
$24.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.84K- 2.89% |
$362K - $413K
|
61.8K
$20.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.85K- 9.21% |
$363K - $414K
|
18.2K
$5.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.85K- 3.93% |
$364K - $415K
|
45.2K
$14.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 50.35% |
$373K - $425K
|
1.87K
$615K
|