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 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.92% |
$1.97K - $2.24K
|
1.09K
$363K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.69% |
$1.97K - $2.24K
|
1.46K
$484K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10+ 0.45% |
$1.97K - $2.24K
|
2.25K
$746K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.97K - $2.24K
|
4.77K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.38% |
$1.58K - $1.8K
|
2.13K
$707K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.37% |
$1.58K - $1.8K
|
2.17K
$720K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.36% |
$1.58K - $1.8K
|
2.22K
$738K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 1.13% |
$1.58K - $1.8K
|
718
$238K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7+ 0.68% |
$1.38K - $1.57K
|
1.03K
$343K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.44% |
$1.38K - $1.57K
|
1.61K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.1% |
$1.18K - $1.35K
|
5.91K
$1.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6+ 0.24% |
$1.18K - $1.35K
|
2.46K
$818K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$985 - $1.12K
|
7.15K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.49% |
$985 - $1.12K
|
1.02K
$338K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$985 - $1.12K
|
1.12K
$371K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.34% |
$788 - $898
|
1.17K
$387K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.05% |
$788 - $898
|
8.38K
$2.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.09% |
$788 - $898
|
4.4K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$788 - $898
|
10.2K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.39% |
$788 - $898
|
1.02K
$338K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.58% |
$591 - $673
|
518
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3+ 0.24% |
$591 - $673
|
1.26K
$417K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$591 - $673
|
8.1K
$2.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.1% |
$394 - $449
|
1.92K
$636K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.25% |
$394 - $449
|
794
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.08% |
$394 - $449
|
2.38K
$788K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
2+ 1.15% |
$394 - $449
|
176
$58.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2+ 0.05% |
$394 - $449
|
4.19K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$197 - $224
|
4.03K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$197 - $224
|
5.65K
$1.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.73% |
$197 - $224
|
138
$45.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$197 - $224
|
3.5K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$197 - $224
|
3.48K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.77% |
$197 - $224
|
131
$43.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.12% |
$197 - $224
|
810
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$197 - $224
|
2.2K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$197 - $224
|
2.64K
$876K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$197 - $224
|
4.12K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1- 0.05% |
$197 - $224
|
1.95K
$646K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$197 - $224
|
8.72K
$2.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.23% |
$394 - $449
|
884
$293K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3- 0.09% |
$591 - $673
|
3.16K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5- 0.32% |
$985 - $1.12K
|
1.57K
$520K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 2.83% |
$1.18K - $1.35K
|
206
$68.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.07% |
$1.18K - $1.35K
|
8.48K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 63.64% |
$1.38K - $1.57K
|
4
$1.33K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 0.07% |
$1.58K - $1.8K
|
11.1K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.49% |
$1.58K - $1.8K
|
1.61K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-9- 0.48% |
$1.77K - $2.02K
|
1.89K
$626K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10- 0.11% |
$1.97K - $2.24K
|
8.7K
$2.89M
|