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 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$6.38M - $7.28M
|
32.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
32.2K+ 2.59% |
$6.33M - $7.22M
|
1.27M
$420M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
30.3KNew |
$5.96M - $6.79M
|
30.3K
$9.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
29.1KNew |
$5.74M - $6.54M
|
29.1K
$9.59M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
27.5KNew |
$5.42M - $6.18M
|
27.5K
$9.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
27.5K+ 66.31% |
$5.41M - $6.16M
|
68.9K
$22.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
26.5K+ 47.58% |
$5.23M - $5.96M
|
82.4K
$27.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
26.4K+ 1132.39% |
$5.19M - $5.92M
|
28.7K
$9.45M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
26.1K+ 1025.54% |
$5.15M - $5.87M
|
28.7K
$9.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.7K+ 534.15% |
$5.07M - $5.78M
|
30.6K
$10.1M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.6KNew |
$5.04M - $5.75M
|
25.6K
$8.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25KNew |
$4.92M - $5.6M
|
25K
$8.22M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
24.4K+ 21.03% |
$4.81M - $5.48M
|
141K
$46.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.8K+ 24.67% |
$4.49M - $5.11M
|
115K
$37.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
21.7K+ 259.02% |
$4.28M - $4.88M
|
30.1K
$9.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21.5KNew |
$4.23M - $4.82M
|
21.5K
$7.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
20.7KNew |
$4.07M - $4.64M
|
20.7K
$6.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 17.21% |
$3.93M - $4.48M
|
136K
$44.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.3K+ 31.38% |
$3.8M - $4.33M
|
80.8K
$26.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19KNew |
$3.75M - $4.27M
|
19K
$6.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 0.91% |
$3.58M - $4.08M
|
2.01M
$663M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.9KNew |
$3.53M - $4.02M
|
17.9K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
16.9K+ 245.42% |
$3.33M - $3.79M
|
23.8K
$7.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16.9KNew |
$3.32M - $3.79M
|
16.9K
$5.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16K+ 1072.13% |
$3.14M - $3.58M
|
17.5K
$5.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
15KNew |
$2.95M - $3.37M
|
15K
$4.94M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.5KNew |
$2.85M - $3.25M
|
14.5K
$4.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14.5KNew |
$2.85M - $3.25M
|
14.5K
$4.76M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
14.3KNew |
$2.82M - $3.21M
|
14.3K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 319.98% |
$2.78M - $3.16M
|
18.5K
$6.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.1K+ 10.34% |
$2.77M - $3.16M
|
150K
$49.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
13.8K+ 304.04% |
$2.71M - $3.09M
|
18.3K
$6.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
13.5K+ 9.56% |
$2.65M - $3.02M
|
154K
$50.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
13.2K+ 476.11% |
$2.59M - $2.96M
|
15.9K
$5.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.7K+ 19.88% |
$2.49M - $2.84M
|
76.3K
$25.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
12.4KNew |
$2.44M - $2.78M
|
12.4K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.4K+ 0.71% |
$2.24M - $2.55M
|
1.62M
$534M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 10.32% |
$2.24M - $2.55M
|
121K
$40M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.3KNew |
$2.22M - $2.53M
|
11.3K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.1KNew |
$2.19M - $2.49M
|
11.1K
$3.66M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
11KNew |
$2.17M - $2.48M
|
11K
$3.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 1.34% |
$2.04M - $2.32M
|
780K
$257M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 316.1% |
$2.02M - $2.3M
|
13.5K
$4.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
10.2K+ 110.52% |
$2.01M - $2.29M
|
19.4K
$6.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
9.87KNew |
$1.94M - $2.22M
|
9.87K
$3.25M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
9.7K+ 2746.74% |
$1.91M - $2.18M
|
10K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.54K+ 65.48% |
$1.88M - $2.14M
|
24.1K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.5K+ 7.45% |
$1.87M - $2.13M
|
137K
$45.1M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
9.18K+ 368.27% |
$1.81M - $2.06M
|
11.7K
$3.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.11K+ 1.48% |
$1.79M - $2.04M
|
624K
$205M
|