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 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-310- 11.85% |
$61.1K - $69.6K
|
2.31K
$769K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-315- 4.97% |
$62K - $70.7K
|
6.02K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-335- 2.64% |
$66K - $75.2K
|
12.4K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-350- 0.66% |
$68.9K - $78.6K
|
52.9K
$17.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-352- 0.9% |
$69.3K - $79K
|
38.8K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-354- 6.88% |
$69.7K - $79.5K
|
4.79K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-355- 5.84% |
$69.9K - $79.7K
|
5.73K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-377- 3.59% |
$74.2K - $84.6K
|
10.1K
$3.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-390- 40.63% |
$76.8K - $87.6K
|
570
$190K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-391- 27.46% |
$77K - $87.8K
|
1.03K
$344K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-407- 2.71% |
$80.2K - $91.4K
|
14.6K
$4.87M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-410- 2.95% |
$80.7K - $92K
|
13.5K
$4.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-430- 20.99% |
$84.7K - $96.5K
|
1.62K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-434- 0.92% |
$85.5K - $97.4K
|
46.8K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-440- 28.24% |
$86.7K - $98.8K
|
1.12K
$373K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-445- 29.22% |
$87.6K - $99.9K
|
1.08K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-446- 1.34% |
$87.8K - $100K
|
32.7K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-450- 13.89% |
$88.6K - $101K
|
2.79K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-450- 8.78% |
$88.6K - $101K
|
4.68K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-452- 18.93% |
$89K - $101K
|
1.94K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-460- 8.57% |
$90.6K - $103K
|
4.91K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-465- 0.41% |
$91.6K - $104K
|
113K
$37.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-471- 9.07% |
$92.8K - $106K
|
4.72K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-479- 2.45% |
$94.3K - $108K
|
19.1K
$6.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-480- 19.69% |
$94.5K - $108K
|
1.96K
$653K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-486- 2.39% |
$95.7K - $109K
|
19.9K
$6.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-488- 8.11% |
$96.1K - $110K
|
5.53K
$1.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-498- 2.54% |
$98.1K - $112K
|
19.1K
$6.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-500- 7.21% |
$98.5K - $112K
|
6.44K
$2.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-500- 7.8% |
$98.5K - $112K
|
5.91K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-534- 1.53% |
$105K - $120K
|
34.3K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-539- 5.12% |
$106K - $121K
|
10K
$3.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-549- 1.26% |
$108K - $123K
|
43.1K
$14.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-550- 33.19% |
$108K - $123K
|
1.11K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-554- 21.95% |
$109K - $124K
|
1.97K
$657K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-566- 3.73% |
$111K - $127K
|
14.6K
$4.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-567- 28.51% |
$112K - $127K
|
1.42K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-574- 60.81% |
$113K - $129K
|
370
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-595- 1.4% |
$117K - $134K
|
41.9K
$14M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-607- 25.64% |
$120K - $136K
|
1.76K
$587K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-607- 7.8% |
$120K - $136K
|
7.17K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-657- 2.04% |
$129K - $147K
|
31.6K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-657- 3.86% |
$129K - $147K
|
16.3K
$5.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-660- 2.19% |
$130K - $148K
|
29.5K
$9.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-707- 0.62% |
$139K - $159K
|
113K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-735- 21.11% |
$145K - $165K
|
2.75K
$916K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-753- 10.61% |
$148K - $169K
|
6.34K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-754- 1.87% |
$148K - $169K
|
39.5K
$13.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-759- 15.84% |
$149K - $170K
|
4.03K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-768- 2.24% |
$151K - $172K
|
33.4K
$11.2M
|