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 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-18- 1.1% |
$3.55K - $4.28K
|
1.61K
$533K
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-19- 21.59% |
$3.75K - $4.51K
|
69
$22.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-21- 1.37% |
$4.14K - $4.99K
|
1.51K
$499K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21- 0.44% |
$4.14K - $4.99K
|
4.76K
$1.57M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-22- 0.11% |
$4.34K - $5.23K
|
20.4K
$6.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-22- 0.6% |
$4.34K - $5.23K
|
3.64K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 0.21% |
$4.93K - $5.94K
|
11.9K
$3.93M
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-25- 0.31% |
$4.93K - $5.94K
|
7.96K
$2.63M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-25- 0.13% |
$4.93K - $5.94K
|
19.4K
$6.43M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.88% |
$4.93K - $5.94K
|
2.81K
$927K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27- 1.7% |
$5.33K - $6.42K
|
1.56K
$516K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-28- 0.25% |
$5.53K - $6.65K
|
11.3K
$3.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-30- 3.31% |
$5.92K - $7.13K
|
876
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-30- 0.57% |
$5.92K - $7.13K
|
5.2K
$1.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-33- 0.92% |
$6.51K - $7.84K
|
3.55K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-33- 1.94% |
$6.51K - $7.84K
|
1.67K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-34- 0.46% |
$6.71K - $8.08K
|
7.43K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-34- 0.29% |
$6.71K - $8.08K
|
11.6K
$3.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
SELL
|
- |
-35- 0.08% |
$6.91K - $8.32K
|
43.3K
$14.3M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-35- 2.19% |
$6.91K - $8.32K
|
1.57K
$517K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
SELL
|
- |
-35- 0.74% |
$6.91K - $8.32K
|
4.68K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-35- 0.92% |
$6.91K - $8.32K
|
3.76K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-37- 0.35% |
$7.3K - $8.79K
|
10.5K
$3.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-37- 1.04% |
$7.3K - $8.79K
|
3.52K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-37- 1.11% |
$7.3K - $8.79K
|
3.31K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Brewster Financial Planning LLC
|
SELL
|
- |
-37- 0.03% |
$7.3K - $8.79K
|
129K
$42.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-39- 1.19% |
$7.7K - $9.27K
|
3.25K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$7.89K - $9.51K
|
20
$6.61K
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-42- 1.83% |
$8.29K - $9.98K
|
2.25K
$745K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-42- 0.53% |
$8.29K - $9.98K
|
7.89K
$2.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-43- 0.27% |
$8.49K - $10.2K
|
15.7K
$5.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-43- 0.02% |
$8.49K - $10.2K
|
249K
$82.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-46- 0.07% |
$9.08K - $10.9K
|
63.5K
$21M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-47- 1.89% |
$9.27K - $11.2K
|
2.44K
$806K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-47- 0.88% |
$9.27K - $11.2K
|
5.32K
$1.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-47- 1.13% |
$9.27K - $11.2K
|
4.11K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-51- 0.03% |
$10.1K - $12.1K
|
182K
$60.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-51- 0.87% |
$10.1K - $12.1K
|
5.78K
$1.91M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 0.1% |
$10.3K - $12.4K
|
52.3K
$17.3M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-52- 2.08% |
$10.3K - $12.4K
|
2.45K
$810K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-52- 0.2% |
$10.3K - $12.4K
|
25.5K
$8.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.73% |
$10.5K - $12.6K
|
7.21K
$2.38M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-54- 0.47% |
$10.7K - $12.8K
|
11.5K
$3.79M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-54- 3.34% |
$10.7K - $12.8K
|
1.56K
$517K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-58- 4.25% |
$11.4K - $13.8K
|
1.31K
$432K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
SELL
|
- |
-58- 1.92% |
$11.4K - $13.8K
|
2.96K
$977K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-61- 55.96% |
$12K - $14.5K
|
48
$15.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-64- 5.65% |
$12.6K - $15.2K
|
1.07K
$353K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-67- 1.41% |
$13.2K - $15.9K
|
4.67K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-69- 0.41% |
$13.6K - $16.4K
|
16.8K
$5.57M
|