Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60New |
$12.1K - $15.2K
|
60
$19.2K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
58+ 0.94% |
$11.7K - $14.7K
|
6.23K
$1.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
58+ 4.07% |
$11.7K - $14.7K
|
1.48K
$474K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
56+ 1.72% |
$11.3K - $14.2K
|
3.31K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
50+ 4.59% |
$10.1K - $12.7K
|
1.14K
$364K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
49+ 18.99% |
$9.85K - $12.4K
|
307
$98.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
48+ 0.29% |
$9.65K - $12.2K
|
16.3K
$5.22M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
45New |
$9.05K - $11.4K
|
45
$14.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
45+ 0.65% |
$9.05K - $11.4K
|
6.94K
$2.22M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 122.22% |
$8.85K - $11.1K
|
80
$25.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
43+ 0.79% |
$8.64K - $10.9K
|
5.48K
$1.75M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
42+ 0.53% |
$8.44K - $10.6K
|
7.93K
$2.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.14% |
$8.24K - $10.4K
|
3.64K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
40+ 0.4% |
$8.04K - $10.1K
|
10.1K
$3.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
39+ 1.2% |
$7.84K - $9.87K
|
3.29K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
38+ 0.3% |
$7.64K - $9.62K
|
12.7K
$4.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
38+ 0.31% |
$7.64K - $9.62K
|
12.5K
$3.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
37+ 1.12% |
$7.44K - $9.37K
|
3.35K
$1.07M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
35+ 2.24% |
$7.04K - $8.86K
|
1.6K
$511K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
35+ 1.71% |
$7.04K - $8.86K
|
2.09K
$666K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34+ 0.55% |
$6.84K - $8.61K
|
6.2K
$1.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
31+ 1.83% |
$6.23K - $7.85K
|
1.73K
$552K
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
30+ 0.58% |
$6.03K - $7.6K
|
5.23K
$1.67M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
30+ 0.29% |
$6.03K - $7.6K
|
10.5K
$3.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.8% |
$5.43K - $6.84K
|
1.53K
$488K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26+ 0.3% |
$5.23K - $6.58K
|
8.72K
$2.79M
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25+ 0.39% |
$5.03K - $6.33K
|
6.42K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
25+ 0.3% |
$5.03K - $6.33K
|
8.39K
$2.68M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
24+ 0.75% |
$4.82K - $6.08K
|
3.22K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22+ 1.17% |
$4.42K - $5.57K
|
1.91K
$609K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 0.31% |
$4.02K - $5.06K
|
6.55K
$2.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
19+ 1.45% |
$3.82K - $4.81K
|
1.33K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18New |
$3.62K - $4.56K
|
18
$5.75K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
17+ 0.45% |
$3.42K - $4.3K
|
3.8K
$1.21M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
16+ 0.45% |
$3.22K - $4.05K
|
3.57K
$1.14M
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.22% |
$3.22K - $4.05K
|
7.45K
$2.38M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
15+ 0.24% |
$3.02K - $3.8K
|
6.23K
$1.99M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 87.5% |
$2.81K - $3.54K
|
30
$9.59K
|
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
14+ 0.29% |
$2.81K - $3.54K
|
4.84K
$1.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$2.61K - $3.29K
|
15.6K
$5M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13+ 0.31% |
$2.61K - $3.29K
|
4.21K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.8% |
$2.41K - $3.04K
|
1.52K
$485K
|
|
|
Jul 08, 2022
Q2 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
12+ 0.39% |
$2.41K - $3.04K
|
3.09K
$987K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.19% |
$2.41K - $3.04K
|
6.33K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
10+ 0.02% |
$2.01K - $2.53K
|
51.1K
$16.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.29% |
$2.01K - $2.53K
|
3.43K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.53K
|
3.19K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.31% |
$1.61K - $2.03K
|
2.58K
$823K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8+ 0.13% |
$1.61K - $2.03K
|
6.12K
$1.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.41K - $1.77K
|
2.83K
$905K
|