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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10- 0.06% |
$1.97K - $2.24K
|
16.8K
$5.59M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 0.11% |
$2.17K - $2.47K
|
10.3K
$3.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-12- 0.03% |
$2.36K - $2.69K
|
46K
$15.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-13- 0.28% |
$2.56K - $2.92K
|
4.67K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-13- 0.29% |
$2.56K - $2.92K
|
4.43K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-15- 0.04% |
$2.95K - $3.37K
|
35.4K
$11.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-16- 0.19% |
$3.15K - $3.59K
|
8.56K
$2.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-18- 0.11% |
$3.54K - $4.04K
|
16.7K
$5.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-19- 1.11% |
$3.74K - $4.27K
|
1.69K
$560K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-23- 1.09% |
$4.53K - $5.16K
|
2.09K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-24- 0.98% |
$4.73K - $5.39K
|
2.43K
$806K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 12.5% |
$4.92K - $5.61K
|
175
$58.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-27- 0.14% |
$5.32K - $6.06K
|
19.4K
$6.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-32- 2.73% |
$6.3K - $7.18K
|
1.14K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-33- 0.81% |
$6.5K - $7.41K
|
4.03K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36- 12.33% |
$7.09K - $8.08K
|
256
$85K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-37- 1.75% |
$7.29K - $8.31K
|
2.07K
$688K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-39- 0.31% |
$7.68K - $8.76K
|
12.5K
$4.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-44- 1.21% |
$8.67K - $9.88K
|
3.59K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-47- 0.39% |
$9.26K - $10.6K
|
11.9K
$3.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-47- 1.09% |
$9.26K - $10.6K
|
4.28K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-54- 3.46% |
$10.6K - $12.1K
|
1.51K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-55- 1.86% |
$10.8K - $12.3K
|
2.9K
$963K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-57- 0.78% |
$11.2K - $12.8K
|
7.26K
$2.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 5.5% |
$11.4K - $13K
|
997
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-60- 14.49% |
$11.8K - $13.5K
|
354
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-60- 4.81% |
$11.8K - $13.5K
|
1.19K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-62- 4.33% |
$12.2K - $13.9K
|
1.37K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-64- 0.56% |
$12.6K - $14.4K
|
11.4K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-66- 0.89% |
$13K - $14.8K
|
7.36K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-67- 1.59% |
$13.2K - $15K
|
4.16K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-70- 0.29% |
$13.8K - $15.7K
|
23.7K
$7.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-71- 5.44% |
$14K - $15.9K
|
1.24K
$410K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-72- 1.92% |
$14.2K - $16.2K
|
3.69K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 1.37% |
$14.6K - $16.6K
|
5.34K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-75- 6.36% |
$14.8K - $16.8K
|
1.11K
$367K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-76- 0.71% |
$15K - $17.1K
|
10.6K
$3.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-76- 1.29% |
$15K - $17.1K
|
5.83K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-77- 4.93% |
$15.2K - $17.3K
|
1.49K
$493K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-80- 6.37% |
$15.8K - $18K
|
1.18K
$390K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-80- 2.67% |
$15.8K - $18K
|
2.91K
$967K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-81- 1.04% |
$16K - $18.2K
|
7.73K
$2.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-90- 1.58% |
$17.7K - $20.2K
|
5.59K
$1.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93- 7.8% |
$18.3K - $20.9K
|
1.1K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-95- 0.57% |
$18.7K - $21.3K
|
16.5K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-97- 9.29% |
$19.1K - $21.8K
|
947
$314K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-100- 8.42% |
$19.7K - $22.4K
|
1.09K
$361K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-100- 6.24% |
$19.7K - $22.4K
|
1.5K
$499K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-100- 3.0% |
$19.7K - $22.4K
|
3.23K
$1.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.51% |
$19.7K - $22.4K
|
19.4K
$6.43M
|