Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-1.16K- 7.09% |
$228K - $274K
|
15.1K
$5M
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.17K- 0.95% |
$232K - $279K
|
122K
$40.3M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 16.2% |
$232K - $279K
|
6.08K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.18K- 62.73% |
$232K - $280K
|
700
$231K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.23K- 0.67% |
$242K - $291K
|
182K
$60.2M
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.23K- 1.89% |
$243K - $292K
|
63.7K
$21M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.24K- 36.94% |
$244K - $294K
|
2.11K
$697K
|
|
Nov 10, 2022
Q3 2022
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.33KClosed |
$263K - $317K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.34K- 3.39% |
$264K - $317K
|
38.1K
$12.6M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.38K- 0.8% |
$273K - $329K
|
172K
$56.8M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 1.19% |
$274K - $330K
|
116K
$38.2M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.41K- 22.22% |
$279K - $336K
|
4.95K
$1.64M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.42K- 7.54% |
$280K - $337K
|
17.4K
$5.75M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.44K- 28.82% |
$283K - $341K
|
3.55K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.44K- 4.66% |
$284K - $342K
|
29.5K
$9.74M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.44K- 1.19% |
$284K - $342K
|
120K
$39.6M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.5K- 6.54% |
$296K - $356K
|
21.4K
$7.08M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.51K- 1.08% |
$297K - $358K
|
137K
$45.4M
|
|
Nov 03, 2022
Q3 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.55K- 0.51% |
$307K - $369K
|
301K
$99.5M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.7K- 1.76% |
$334K - $403K
|
94.9K
$31.4M
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.78K- 0.15% |
$351K - $423K
|
1.16M
$383M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.88K- 8.33% |
$370K - $446K
|
20.6K
$6.82M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.9K- 1.41% |
$375K - $451K
|
133K
$43.9M
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.96K- 1.15% |
$387K - $466K
|
168K
$55.6M
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.97K- 2.54% |
$389K - $469K
|
75.6K
$25M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.97K- 4.08% |
$389K - $469K
|
46.3K
$15.3M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.07KClosed |
$409K - $493K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.11K- 2.82% |
$417K - $502K
|
72.7K
$24M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.13K- 2.61% |
$420K - $506K
|
79.5K
$26.3M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
SELL
|
- |
-2.16K- 0.93% |
$426K - $513K
|
230K
$76.1M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.29K- 13.08% |
$451K - $543K
|
15.2K
$5.02M
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.34K- 3.43% |
$463K - $557K
|
66.1K
$21.8M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.35K- 5.01% |
$464K - $559K
|
44.6K
$14.8M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 9.12% |
$507K - $611K
|
25.6K
$8.46M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.62K- 6.97% |
$518K - $623K
|
35K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.84K- 23.8% |
$559K - $674K
|
9.08K
$3M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.85K- 54.03% |
$561K - $676K
|
2.42K
$800K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.88K- 3.71% |
$569K - $685K
|
74.7K
$24.7M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.92K- 33.94% |
$576K - $694K
|
5.68K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 60.28% |
$676K - $814K
|
2.26K
$746K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.48K- 1.25% |
$687K - $827K
|
274K
$90.6M
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.65K- 3.12% |
$720K - $867K
|
114K
$37.5M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.91K- 62.66% |
$771K - $928K
|
2.33K
$769K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.99K- 0.52% |
$788K - $949K
|
764K
$252M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.5K- 8.37% |
$887K - $1.07M
|
49.2K
$16.3M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-4.5K- 15.27% |
$889K - $1.07M
|
25K
$8.26M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.54K- 0.82% |
$897K - $1.08M
|
551K
$182M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-4.55KClosed |
$898K - $1.08M
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.75K- 81.15% |
$938K - $1.13M
|
1.1K
$365K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-4.77K- 20.44% |
$941K - $1.13M
|
18.6K
$6.13M
|