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 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-8.09K- 0.99% |
$1.59M - $1.82M
|
808K
$263M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-9.03K- 1.73% |
$1.78M - $2.03M
|
513K
$167M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.34K- 14.42% |
$1.84M - $2.1M
|
55.4K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.85K- 17.66% |
$1.94M - $2.21M
|
45.9K
$15M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-9.93K- 4.79% |
$1.96M - $2.23M
|
197K
$64.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.1KClosed |
$1.99M - $2.27M
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.5K- 66.91% |
$2.07M - $2.36M
|
5.19K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10.6K- 1.69% |
$2.08M - $2.37M
|
615K
$200M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-10.8K- 17.68% |
$2.12M - $2.42M
|
50.1K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.9K- 5.86% |
$2.16M - $2.46M
|
176K
$57.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11K- 16.66% |
$2.17M - $2.47M
|
55.1K
$17.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-12K- 1.44% |
$2.36M - $2.69M
|
823K
$268M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-12K- 63.94% |
$2.37M - $2.7M
|
6.79K
$2.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-12.3K- 1.59% |
$2.42M - $2.76M
|
759K
$247M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.4K- 34.76% |
$2.45M - $2.79M
|
23.3K
$7.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-13.5K- 16.88% |
$2.65M - $3.02M
|
66.3K
$21.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.6K- 5.47% |
$2.68M - $3.06M
|
235K
$76.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-14.5K- 30.52% |
$2.86M - $3.26M
|
33K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15K- 1.22% |
$2.96M - $3.37M
|
1.21M
$394M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16.8K- 91.88% |
$3.31M - $3.78M
|
1.49K
$484K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17.2K- 3.59% |
$3.39M - $3.86M
|
463K
$151M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.2K- 24.25% |
$3.58M - $4.09M
|
56.9K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.6K- 12.3% |
$3.66M - $4.17M
|
132K
$43.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-18.8K- 6.35% |
$3.71M - $4.23M
|
278K
$90.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.9K- 7.64% |
$4.12M - $4.7M
|
253K
$82.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.4K- 0.83% |
$4.41M - $5.03M
|
2.69M
$875M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-26.2K- 3.72% |
$5.16M - $5.88M
|
678K
$221M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.2K- 3.97% |
$6.55M - $7.46M
|
804K
$262M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-33.9K- 46.65% |
$6.68M - $7.61M
|
38.8K
$12.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-34K- 92.72% |
$6.69M - $7.63M
|
2.67K
$869K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-35.8K- 70.98% |
$7.04M - $8.03M
|
14.6K
$4.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-41.2K- 49.62% |
$8.12M - $9.25M
|
41.9K
$13.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-52.1K- 17.33% |
$10.3M - $11.7M
|
249K
$81M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.6K- 14.52% |
$11.3M - $12.9M
|
339K
$110M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-65.2K- 6.58% |
$12.8M - $14.6M
|
925K
$301M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-65.8K- 63.22% |
$13M - $14.8M
|
38.3K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.6K- 15.31% |
$13.1M - $15M
|
368K
$120M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-69.6K- 76.83% |
$13.7M - $15.6M
|
21K
$6.83M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-103K- 85.99% |
$20.3M - $23.2M
|
16.8K
$5.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-159K- 92.41% |
$31.4M - $35.8M
|
13.1K
$4.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-168K- 12.26% |
$33M - $37.6M
|
1.2M
$391M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-240K- 85.14% |
$47.3M - $53.9M
|
41.9K
$13.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-476K- 71.87% |
$93.8M - $107M
|
186K
$60.7M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-695K- 27.6% |
$137M - $156M
|
1.82M
$594M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-784K- 49.76% |
$154M - $176M
|
791K
$258M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-42.2M- 100.0% |
$8.32B - $9.48B
|
1.58K
$515K
|