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
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
359+ 6.55% |
$70.7K - $80.6K
|
5.84K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
338+ 3.81% |
$66.6K - $75.9K
|
9.2K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
330+ 26.4% |
$65K - $74.1K
|
1.58K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
322+ 14.26% |
$63.4K - $72.3K
|
2.58K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
314+ 2.71% |
$61.8K - $70.5K
|
11.9K
$3.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
308+ 8.28% |
$60.7K - $69.1K
|
4.03K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
306+ 23.85% |
$60.3K - $68.7K
|
1.59K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
306+ 4.03% |
$60.3K - $68.7K
|
7.9K
$2.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
306+ 2.73% |
$60.3K - $68.7K
|
11.5K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
301+ 3.32% |
$59.3K - $67.6K
|
9.38K
$3.09M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$59.1K - $67.3K
|
300
$98.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
297New |
$58.5K - $66.7K
|
297
$97.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
292+ 7.72% |
$57.5K - $65.6K
|
4.08K
$1.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
292+ 9.26% |
$57.5K - $65.6K
|
3.45K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
291+ 1.81% |
$57.3K - $65.3K
|
16.4K
$5.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
290+ 27.41% |
$57.1K - $65.1K
|
1.35K
$444K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
280+ 12.33% |
$55.1K - $62.9K
|
2.55K
$840K
|
|
|
Feb 03, 2023
Q4 2022
|
Scharf Investments, LLC
|
BUY
|
- |
276+ 5.2% |
$54.4K - $62K
|
5.58K
$1.84M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
273+ 0.78% |
$53.8K - $61.3K
|
35.3K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
269+ 21.25% |
$53K - $60.4K
|
1.54K
$506K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
269+ 1.35% |
$53K - $60.4K
|
20.1K
$6.63M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
269+ 24.68% |
$53K - $60.4K
|
1.36K
$448K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
266+ 17.95% |
$52.4K - $59.7K
|
1.75K
$576K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
266New |
$52.4K - $59.7K
|
266
$87.6K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
265+ 3.87% |
$52.2K - $59.5K
|
7.11K
$2.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
247+ 0.33% |
$48.6K - $55.4K
|
75.2K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
243+ 2.4% |
$47.9K - $54.6K
|
10.4K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
239+ 36.88% |
$47.1K - $53.7K
|
887
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
238+ 0.88% |
$46.9K - $53.4K
|
27.3K
$9M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
238+ 0.87% |
$46.9K - $53.4K
|
27.7K
$9.11M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$46.3K - $52.8K
|
235
$77.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
232+ 10.15% |
$45.7K - $52.1K
|
2.52K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
232+ 0.87% |
$45.7K - $52.1K
|
27K
$8.88M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232New |
$45.7K - $52.1K
|
232
$76.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
230New |
$45.3K - $51.6K
|
230
$75.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
229+ 8.92% |
$45.1K - $51.4K
|
2.8K
$921K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
229+ 3.15% |
$45.1K - $51.4K
|
7.51K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
228+ 10.88% |
$44.9K - $51.2K
|
2.32K
$765K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
224+ 6.65% |
$44.1K - $50.3K
|
3.59K
$1.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
223+ 22.34% |
$43.9K - $50.1K
|
1.22K
$402K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
215+ 3.4% |
$42.3K - $48.3K
|
6.55K
$2.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
212+ 6.83% |
$41.8K - $47.6K
|
3.32K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
209+ 7.15% |
$41.2K - $46.9K
|
3.13K
$1.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
201+ 17.87% |
$39.6K - $45.1K
|
1.33K
$437K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
199+ 0.98% |
$39.2K - $44.7K
|
20.5K
$6.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
196+ 133.33% |
$38.6K - $44K
|
343
$113K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
194+ 5.51% |
$38.2K - $43.6K
|
3.72K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
194+ 0.96% |
$38.2K - $43.6K
|
20.5K
$6.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
193+ 2.31% |
$38K - $43.3K
|
8.55K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
190+ 16.03% |
$37.4K - $42.7K
|
1.38K
$453K
|