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 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.96K- 6.65% |
$386K - $440K
|
27.5K
$8.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2K- 1.07% |
$394K - $449K
|
184K
$60.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.03K- 41.01% |
$400K - $456K
|
2.92K
$951K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.12K- 14.82% |
$417K - $476K
|
12.2K
$3.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.13K- 1.78% |
$420K - $479K
|
118K
$38.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.16K- 4.39% |
$425K - $485K
|
47K
$15.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-2.26K- 3.56% |
$445K - $507K
|
61.2K
$19.9M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.4K- 28.14% |
$473K - $539K
|
6.13K
$2M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 28.14% |
$473K - $539K
|
6.13K
$2M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.44K- 64.98% |
$480K - $547K
|
1.31K
$428K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.44K- 5.32% |
$480K - $547K
|
43.4K
$14.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.45K- 5.06% |
$483K - $550K
|
46K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.46K- 4.98% |
$484K - $552K
|
46.9K
$15.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.47K- 3.09% |
$486K - $554K
|
77.3K
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.63K- 14.81% |
$518K - $591K
|
15.1K
$4.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 12.34% |
$536K - $612K
|
19.4K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.74K- 5.76% |
$540K - $615K
|
44.9K
$14.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.87K- 26.64% |
$565K - $644K
|
7.9K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.91K- 4.01% |
$574K - $654K
|
69.7K
$22.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.96K- 13.75% |
$583K - $664K
|
18.6K
$6.04M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.02K- 14.23% |
$595K - $679K
|
18.2K
$5.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.13K- 0.46% |
$617K - $703K
|
673K
$219M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.21K- 2.77% |
$632K - $720K
|
112K
$36.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.31K- 18.82% |
$652K - $743K
|
14.3K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.41K- 65.1% |
$672K - $766K
|
1.83K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.51K- 9.95% |
$692K - $789K
|
31.8K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.58K- 7.72% |
$705K - $803K
|
42.8K
$13.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.63K- 1.01% |
$715K - $816K
|
358K
$117M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3.66K- 6.76% |
$721K - $822K
|
50.5K
$16.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.81K- 3.12% |
$749K - $854K
|
118K
$38.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 17.1% |
$762K - $869K
|
18.8K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.96KClosed |
$779K - $888K
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-4.02K- 58.64% |
$792K - $902K
|
2.84K
$923K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.11K- 50.4% |
$809K - $923K
|
4.05K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.13K- 9.06% |
$814K - $928K
|
41.5K
$13.5M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.13K- 9.06% |
$814K - $928K
|
41.5K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.15K- 0.58% |
$817K - $931K
|
707K
$230M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.15K- 59.72% |
$817K - $931K
|
2.8K
$911K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.2K- 2.31% |
$828K - $944K
|
178K
$57.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.32K- 0.57% |
$852K - $971K
|
759K
$247M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.42K- 1.86% |
$870K - $992K
|
233K
$75.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.86K- 3.02% |
$957K - $1.09M
|
156K
$50.8M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.93K- 63.43% |
$970K - $1.11M
|
2.84K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.97K- 1.33% |
$978K - $1.12M
|
369K
$120M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.03K- 2.16% |
$991K - $1.13M
|
228K
$74.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.48K- 12.58% |
$1.28M - $1.45M
|
45K
$14.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.81K- 33.26% |
$1.34M - $1.53M
|
13.7K
$4.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.17K- 28.55% |
$1.41M - $1.61M
|
17.9K
$5.85M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.72KClosed |
$1.52M - $1.73M
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-7.89K- 3.06% |
$1.55M - $1.77M
|
250K
$81.6M
|