Purchases and Sales Made in Q4 2022 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 13, 2023 Q4 2022
Wealth Cmt

BUY
 -
9.1K
+ 3.95%
$1.79M - $2.04M
239K $78M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
8.94K
New
$1.76M - $2.01M
8.94K $2.91M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
8.69K
+ 14.13%
$1.71M - $1.95M
70.2K $22.9M
Jan 24, 2023 Q4 2022
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
8.66K
+ 589.52%
$1.71M - $1.94M
10.1K $3.3M
Feb 10, 2023 Q4 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
8.58K
+ 464.23%
$1.69M - $1.93M
10.4K $3.4M
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
BUY
 -
8.4K
+ 1.53%
$1.66M - $1.89M
559K $182M
Feb 09, 2023 Q4 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
8.29K
+ 5.06%
$1.63M - $1.86M
172K $56.1M
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

BUY
 -
8.24K
+ 200.68%
$1.62M - $1.85M
12.3K $4.02M
Apr 03, 2023 Q4 2022
Legacy Trust

Grand Rapids, MI
BUY
 -
8.1K
New
$1.6M - $1.82M
8.1K $2.64M
Feb 13, 2023 Q4 2022
Spears Abacus Advisors LLC

BUY
 -
8.1K
+ 40.71%
$1.6M - $1.82M
28K $9.12M
Feb 01, 2023 Q4 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
7.97K
New
$1.57M - $1.79M
7.97K $2.6M
Jan 30, 2023 Q4 2022
Nadler Financial Group, Inc.

BUY
 -
7.89K
+ 118.91%
$1.55M - $1.77M
14.5K $4.73M
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

BUY
 -
7.53K
+ 16.87%
$1.48M - $1.69M
52.2K $17M
Feb 02, 2023 Q4 2022
Breakwater Capital Group

Paramus, NJ
BUY
 -
7.45K
New
$1.47M - $1.67M
7.45K $2.43M
Feb 08, 2023 Q4 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
7.31K
New
$1.44M - $1.64M
7.31K $2.38M
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
7.22K
+ 63.69%
$1.42M - $1.62M
18.6K $6.04M
Jan 10, 2023 Q4 2022
Churchill Management Corp

BUY
 -
7.12K
+ 0.88%
$1.4M - $1.6M
816K $266M
Jan 23, 2023 Q4 2022
Rovin Capital

BUY
 -
6.95K
New
$1.37M - $1.56M
6.95K $2.26M
Jan 25, 2023 Q4 2022
Calamos Advisors LLC

BUY
 -
6.64K
New
$1.31M - $1.49M
6.64K $2.16M
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
6.63K
+ 22.63%
$1.31M - $1.49M
35.9K $11.7M
Feb 13, 2023 Q4 2022
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
6.47K
+ 3.48%
$1.27M - $1.45M
192K $62.7M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
6.47K
+ 51.15%
$1.27M - $1.45M
19.1K $6.23M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
6.45K
New
$1.27M - $1.45M
6.45K $2.1M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
6.38K
+ 12.65%
$1.26M - $1.43M
56.8K $18.5M
Feb 07, 2023 Q4 2022
Ma Private Wealth

BUY
 -
6.3K
New
$1.24M - $1.41M
6.3K $2.05M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.21K
+ 24.77%
$1.22M - $1.39M
31.3K $10.2M
Jan 25, 2023 Q4 2022
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
6.2K
New
$1.22M - $1.39M
6.2K $2.02M
Feb 15, 2023 Q4 2022
Landaas & CO

Milwaukee, WI
BUY
 -
6.08K
New
$1.2M - $1.36M
6.08K $1.98M
Jan 27, 2023 Q4 2022
Ade, LLC

BUY
 -
6.05K
New
$1.19M - $1.36M
6.05K $1.97M
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
5.84K
+ 10.5%
$1.15M - $1.31M
61.4K $20M
Jan 23, 2023 Q4 2022
Xponance, Inc.

BUY
 -
5.69K
+ 84.81%
$1.12M - $1.28M
12.4K $4.04M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
5.63K
+ 31.76%
$1.11M - $1.26M
23.4K $7.61M
Feb 21, 2023 Q4 2022
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
5.63K
New
$1.11M - $1.26M
5.63K $1.83M
Feb 01, 2023 Q4 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
5.48K
New
$1.08M - $1.23M
5.48K $1.79M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.24K
+ 20.13%
$1.03M - $1.18M
31.3K $10.2M
Jan 20, 2023 Q4 2022
Beam Wealth Advisors, Inc.

BUY
 -
5.17K
New
$1.02M - $1.16M
5.17K $1.69M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
5.08K
New
$1M - $1.14M
5.08K $1.66M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.02K
New
$989K - $1.13M
5.02K $1.64M
Jan 23, 2023 Q4 2022
Red Door Wealth Management, LLC

BUY
 -
4.95K
+ 431.94%
$975K - $1.11M
6.1K $1.99M
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
4.87K
+ 443.0%
$960K - $1.09M
5.97K $1.95M
Jan 30, 2023 Q4 2022
Security Financial Services, Inc.

BUY
 -
4.84K
+ 26.9%
$952K - $1.09M
22.8K $7.43M
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
4.8K
+ 21.8%
$945K - $1.08M
26.8K $8.74M
Feb 09, 2023 Q4 2022
Atalanta Sosnoff Capital, LLC

BUY
 -
4.8K
+ 69.8%
$945K - $1.08M
11.7K $3.8M
Feb 21, 2023 Q4 2022
Equitable Trust CO

BUY
 -
4.77K
New
$939K - $1.07M
4.77K $1.55M
May 17, 2023 Q4 2022
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
4.54K
New
$894K - $1.02M
4.54K $1.48M
Feb 06, 2023 Q4 2022
Heritage Investment Group, Inc.

BUY
 -
4.46K
+ 8.41%
$878K - $1M
57.5K $18.7M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
4.33K
+ 125.68%
$852K - $971K
7.77K $2.53M
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.25K
New
$837K - $954K
4.25K $1.38M
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
4.23K
+ 42.9%
$833K - $949K
14.1K $4.59M

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