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 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.27% |
$1.41K - $1.77K
|
2.57K
$861K
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
6+ 0.53% |
$1.21K - $1.52K
|
1.15K
$384K
|
|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$1.21K - $1.52K
|
3.83K
$1.28M
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.21K - $1.52K
|
2.23K
$746K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$1.21K - $1.52K
|
7.43K
$2.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.11% |
$1.21K - $1.52K
|
5.4K
$1.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.36% |
$1.01K - $1.27K
|
1.4K
$469K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$1.01K - $1.27K
|
3.38K
$1.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.01K - $1.27K
|
2.15K
$721K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.01K - $1.27K
|
2.92K
$977K
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.31% |
$1.01K - $1.27K
|
1.64K
$550K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5+ 0.12% |
$1.01K - $1.27K
|
4.27K
$1.43M
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.01K - $1.27K
|
2.47K
$827K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.25% |
$804 - $1.01K
|
1.63K
$547K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$804 - $1.01K
|
4.33K
$1.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.21% |
$804 - $1.01K
|
1.89K
$635K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.16% |
$804 - $1.01K
|
2.49K
$833K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3+ 0.28% |
$603 - $760
|
1.09K
$365K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.07% |
$603 - $760
|
4.39K
$1.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.3% |
$603 - $760
|
1.01K
$338K
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$603 - $760
|
1.17K
$392K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.08% |
$603 - $760
|
3.64K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$603 - $760
|
1.6K
$536K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3+ 0.28% |
$603 - $760
|
1.08K
$363K
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.22% |
$603 - $760
|
1.37K
$458K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$402 - $506
|
1.11K
$373K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.74% |
$201 - $253
|
137
$45.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.07% |
$201 - $253
|
1.46K
$489K
|
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$201 - $253
|
4.03K
$1.35M
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$201 - $253
|
8.38K
$2.81M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.93% |
$201 - $253
|
109
$36.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.45% |
$201 - $253
|
70
$23.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$201 - $253
|
4.06K
$1.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$201 - $253
|
3.5K
$1.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$201 - $253
|
1.87K
$628K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$201 - $253
|
30.3K
$10.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$201 - $253
|
2.3K
$769K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$201 - $253
|
1.74K
$582K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$201 - $253
|
3.47K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.47% |
$201 - $253
|
214
$71.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$201 - $253
|
2.86K
$959K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$201 - $253
|
264
$88.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1- 0.1% |
$201 - $253
|
1.05K
$352K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- -0.0% |
$201 - $253
|
45.5K
$15.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2- 0.15% |
$402 - $506
|
1.3K
$434K
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2- 0.02% |
$402 - $506
|
11.5K
$3.86M
|
|
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-3- 0.07% |
$603 - $760
|
4.38K
$1.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-5- 0.21% |
$1.01K - $1.27K
|
2.34K
$785K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8- 0.38% |
$1.61K - $2.03K
|
2.11K
$709K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-9- 0.11% |
$1.81K - $2.28K
|
8.48K
$2.84M
|