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 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
190+ 12.92% |
$37.4K - $42.7K
|
1.66K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
183+ 4.79% |
$36K - $41.1K
|
4.01K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
181+ 0.04% |
$35.6K - $40.6K
|
426K
$141M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
178+ 10.47% |
$35.1K - $40K
|
1.88K
$623K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177New |
$34.9K - $39.7K
|
177
$58.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
177New |
$34.9K - $39.7K
|
177
$58.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
175+ 2.12% |
$34.5K - $39.3K
|
8.43K
$2.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
175+ 7.74% |
$34.5K - $39.3K
|
2.44K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
173+ 15.99% |
$34.1K - $38.8K
|
1.26K
$417K
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
165+ 0.62% |
$32.5K - $37K
|
26.7K
$8.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163+ 0.94% |
$32.1K - $36.6K
|
17.5K
$5.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
163New |
$32.1K - $36.6K
|
163
$54.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
159New |
$31.3K - $35.7K
|
159
$52.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
155+ 0.3% |
$30.5K - $34.8K
|
51.6K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
146+ 3.88% |
$28.8K - $32.8K
|
3.91K
$1.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
144+ 1.94% |
$28.4K - $32.3K
|
7.56K
$2.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
141+ 2.01% |
$27.8K - $31.7K
|
7.15K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
139+ 0.28% |
$27.4K - $31.2K
|
49.5K
$16.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135+ 8.96% |
$26.6K - $30.3K
|
1.64K
$545K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
126New |
$24.8K - $28.3K
|
126
$41.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
123New |
$24.2K - $27.6K
|
123
$40.8K
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
122+ 4.42% |
$24K - $27.4K
|
2.88K
$956K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
110+ 9.36% |
$21.7K - $24.7K
|
1.29K
$427K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
109New |
$21.5K - $24.5K
|
109
$36.2K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
106+ 2.33% |
$20.9K - $23.8K
|
4.65K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
105+ 2.96% |
$20.7K - $23.6K
|
3.65K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 0.1% |
$19.7K - $22.4K
|
102K
$33.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 3.75% |
$19.7K - $22.4K
|
2.77K
$918K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
95+ 0.83% |
$18.7K - $21.3K
|
11.5K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
93+ 5.07% |
$18.3K - $20.9K
|
1.93K
$640K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
91+ 2.85% |
$17.9K - $20.4K
|
3.28K
$1.09M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
91+ 3.07% |
$17.9K - $20.4K
|
3.05K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
90+ 41.47% |
$17.7K - $20.2K
|
307
$102K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
83+ 0.71% |
$16.3K - $18.6K
|
11.8K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
82+ 5.1% |
$16.1K - $18.4K
|
1.69K
$561K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
81New |
$16K - $18.2K
|
81
$26.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
81New |
$16K - $18.2K
|
81
$26.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
75+ 2.7% |
$14.8K - $16.8K
|
2.85K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
75New |
$14.8K - $16.8K
|
75
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
75+ 1.24% |
$14.8K - $16.8K
|
6.12K
$2.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
73+ 0.47% |
$14.4K - $16.4K
|
15.6K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
73+ 11.68% |
$14.4K - $16.4K
|
698
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 244.83% |
$14K - $15.9K
|
100
$33.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
70+ 0.22% |
$13.8K - $15.7K
|
31.7K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
70+ 3.14% |
$13.8K - $15.7K
|
2.3K
$763K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 60.55% |
$13K - $14.8K
|
175
$58.1K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
63+ 2.25% |
$12.4K - $14.1K
|
2.87K
$952K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
62+ 5.5% |
$12.2K - $13.9K
|
1.19K
$395K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
62+ 1.94% |
$12.2K - $13.9K
|
3.26K
$1.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$11.8K - $13.5K
|
7.27K
$2.41M
|