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
|
Veriti Management LLC
|
BUY
|
- |
2.33KNew |
$459K - $524K
|
2.33K
$768K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 3.57% |
$456K - $520K
|
67.3K
$22.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.29KNew |
$450K - $513K
|
2.29K
$753K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.23K+ 14.72% |
$439K - $500K
|
17.4K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.21KNew |
$435K - $496K
|
2.21K
$728K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2.2K+ 1.01% |
$433K - $493K
|
220K
$72.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 1.21% |
$432K - $493K
|
184K
$60.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.19KNew |
$432K - $492K
|
2.19K
$722K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.18K+ 17.92% |
$429K - $489K
|
14.3K
$4.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
2.16KNew |
$426K - $485K
|
2.16K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.15K+ 3.17% |
$422K - $482K
|
69.8K
$23M
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.14K+ 0.82% |
$422K - $481K
|
262K
$86.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 102.57% |
$417K - $475K
|
4.18K
$1.38M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 2.14% |
$414K - $472K
|
100K
$33.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.07KNew |
$408K - $465K
|
2.07K
$683K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$402K - $459K
|
2.04K
$673K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.02KNew |
$397K - $452K
|
2.02K
$664K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.97K+ 7.82% |
$388K - $443K
|
27.2K
$8.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96K+ 45.43% |
$387K - $441K
|
6.29K
$2.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.96KNew |
$386K - $440K
|
1.96K
$645K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.96K+ 54.36% |
$385K - $439K
|
5.56K
$1.83M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.92K+ 1.28% |
$377K - $430K
|
152K
$50M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.88K+ 41.53% |
$370K - $422K
|
6.41K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.88K+ 1.34% |
$370K - $422K
|
142K
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.86K+ 8.89% |
$366K - $417K
|
22.8K
$7.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.85K+ 1.59% |
$365K - $416K
|
119K
$39.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
1.76KNew |
$346K - $394K
|
1.76K
$578K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.74KNew |
$343K - $391K
|
1.74K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.73KNew |
$340K - $388K
|
1.73K
$569K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72K+ 22.46% |
$338K - $385K
|
9.35K
$3.08M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$336K - $383K
|
1.71K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.7KNew |
$335K - $382K
|
1.7K
$561K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$334K - $381K
|
1.7K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.69KNew |
$334K - $380K
|
1.69K
$558K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.67K+ 10.08% |
$329K - $375K
|
18.3K
$6.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
1.64K+ 12.43% |
$323K - $368K
|
14.8K
$4.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.62K+ 1.57% |
$320K - $365K
|
105K
$34.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.62KNew |
$318K - $363K
|
1.62K
$532K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 62.29% |
$317K - $361K
|
4.19K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.59KNew |
$314K - $358K
|
1.59K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.58K+ 64.5% |
$312K - $356K
|
4.04K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 45.93% |
$311K - $354K
|
5.02K
$1.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 111.84% |
$305K - $348K
|
2.93K
$966K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.53K+ 1.79% |
$302K - $344K
|
87.2K
$28.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.47KNew |
$289K - $329K
|
1.47K
$483K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.47K+ 41.33% |
$289K - $329K
|
5.01K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.46KNew |
$287K - $328K
|
1.46K
$481K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.44KNew |
$284K - $324K
|
1.44K
$476K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 12.61% |
$280K - $319K
|
12.7K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42KNew |
$279K - $318K
|
1.42K
$467K
|