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 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
4.16K
+ 4.38%
$819K - $933K
99K $32.6M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.11K
+ 15.13%
$809K - $923K
31.3K $10.3M
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
3.87K
New
$762K - $869K
3.87K $1.27M
Feb 02, 2023 Q4 2022
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
3.8K
New
$749K - $854K
3.8K $1.25M
Feb 09, 2023 Q4 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.79K
New
$746K - $850K
3.79K $1.25M
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3.69K
New
$727K - $828K
3.69K $1.22M
Feb 06, 2023 Q4 2022
Petredis Investment Advisors LLC

Warrendale, PA
BUY
 -
3.68K
New
$726K - $827K
3.68K $1.21M
Jan 13, 2023 Q4 2022
Brewster Financial Planning LLC

BUY
 -
3.61K
+ 2.79%
$711K - $810K
133K $43.8M
Jan 18, 2023 Q4 2022
Hbc Financial Services, Pllc

BUY
 -
3.58K
+ 2.13%
$704K - $803K
172K $56.6M
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
3.56K
+ 5.64%
$702K - $800K
66.7K $22M
Dec 12, 2024 Q4 2022
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
BUY
 -
3.53K
New
$694K - $791K
3.53K $1.16M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
3.52K
New
$692K - $789K
3.52K $1.16M
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
3.52K
+ 4.65%
$692K - $789K
79.1K $26.1M
Feb 06, 2023 Q4 2022
Ferguson Shapiro LLC

BUY
 -
3.47K
+ 9.03%
$684K - $780K
41.9K $13.8M
Feb 14, 2023 Q4 2022
Capital International Investors

Los Angeles, CA
BUY
 -
3.47K
New
$683K - $779K
3.47K $1.14M
Jan 19, 2023 Q4 2022
Procyon Advisors, LLC

BUY
 -
3.46K
+ 313.32%
$681K - $777K
4.56K $1.5M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
3.42K
+ 16.97%
$674K - $768K
23.6K $7.77M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
3.37K
+ 3.42%
$664K - $757K
102K $33.6M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
3.36K
New
$662K - $755K
3.36K $1.11M
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3.32K
New
$653K - $745K
3.32K $1.09M
Jan 17, 2023 Q4 2022
Litman Gregory Wealth Management LLC

BUY
 -
3.3K
+ 14.08%
$651K - $742K
26.8K $8.82M
Jan 31, 2023 Q4 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
3.26K
New
$641K - $731K
3.26K $1.07M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
3.24K
+ 2.44%
$639K - $728K
136K $44.9M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
3.24K
+ 78.78%
$637K - $727K
7.35K $2.42M
Feb 14, 2023 Q4 2022
Lazard Asset Management LLC

New York, NY
BUY
 -
3.14K
+ 32.03%
$618K - $704K
12.9K $4.26M
Feb 06, 2023 Q4 2022
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
3.07K
New
$605K - $689K
3.07K $1.01M
Feb 01, 2023 Q4 2022
Warren Street Wealth Advisors, LLC

BUY
 -
3.06K
New
$602K - $686K
3.06K $1.01M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
3.05K
+ 38.64%
$601K - $685K
11K $3.61M
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
3.04K
New
$598K - $682K
3.04K $1M
Feb 14, 2023 Q4 2022
Km Capital Management Ltd.

Austin, TX
BUY
 -
3.03K
New
$597K - $680K
3.03K $998K
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

BUY
 -
3.01K
New
$592K - $675K
3.01K $990K
Jan 25, 2023 Q4 2022
Verum Partners LLC

Charlotte, NC
BUY
 -
2.98K
New
$588K - $670K
2.98K $983K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
2.94K
+ 1187.1%
$580K - $661K
3.19K $1.05M
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
2.94K
New
$579K - $660K
2.94K $968K
Feb 03, 2023 Q4 2022
Smith, Salley & Associates

BUY
 -
2.91K
New
$573K - $653K
2.91K $958K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.91K
+ 12.47%
$573K - $653K
26.2K $8.64M
Jan 19, 2023 Q4 2022
Act Wealth Management, LLC

BUY
 -
2.88K
+ 3.59%
$567K - $647K
83.1K $27.4M
Jul 27, 2023 Q4 2022
Washington Trust CO

BUY
 -
2.77K
+ 1.28%
$546K - $622K
220K $72.3M
Feb 23, 2023 Q4 2022
Callan Family Office, LLC

Radnor, PA
BUY
 -
2.77K
New
$545K - $621K
2.77K $911K
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
2.72K
+ 20.51%
$535K - $610K
16K $5.26M
Feb 14, 2023 Q4 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.71K
+ 9.67%
$534K - $609K
30.8K $10.1M
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
2.62K
+ 3.54%
$517K - $589K
76.8K $25.3M
Feb 01, 2023 Q4 2022
Legacy Advisors, LLC

BUY
 -
2.62K
+ 96.97%
$516K - $589K
5.33K $1.75M
Feb 03, 2023 Q4 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
2.55K
New
$502K - $573K
2.55K $840K
Feb 14, 2023 Q4 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
2.55K
+ 7.52%
$501K - $572K
36.4K $12M
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
2.5K
New
$493K - $562K
2.5K $824K
Feb 09, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
2.48K
New
$489K - $557K
2.48K $818K
Jan 13, 2023 Q4 2022
Buttonwood Financial Advisors Inc.

BUY
 -
2.47K
New
$487K - $555K
2.47K $814K
Feb 07, 2023 Q4 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.46K
+ 11.94%
$485K - $553K
23.1K $7.61M

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