Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
15.8K+ 36.42% |
$3.18M - $4M
|
59.2K
$19.8M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.9K+ 14.59% |
$3M - $3.78M
|
117K
$39.3M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.4K+ 198.73% |
$2.9M - $3.65M
|
21.7K
$7.27M
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
13.6KNew |
$2.73M - $3.44M
|
13.6K
$4.56M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13.1K+ 12.88% |
$2.63M - $3.31M
|
115K
$38.4M
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.8K+ 8.91% |
$2.58M - $3.25M
|
157K
$52.5M
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
12.7KNew |
$2.55M - $3.21M
|
12.7K
$4.25M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.6K+ 146.27% |
$2.53M - $3.18M
|
21.2K
$7.1M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.1K+ 15.26% |
$2.44M - $3.07M
|
91.6K
$30.7M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.7KNew |
$2.35M - $2.96M
|
11.7K
$3.92M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.3K+ 206.03% |
$2.27M - $2.86M
|
16.8K
$5.63M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 18.58% |
$2.25M - $2.83M
|
71.4K
$23.9M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.2K+ 22.05% |
$2.24M - $2.83M
|
61.8K
$20.7M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.8K+ 27.55% |
$2.17M - $2.73M
|
50K
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.91K+ 0.81% |
$1.99M - $2.51M
|
1.24M
$415M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.9K+ 37.0% |
$1.99M - $2.51M
|
36.7K
$12.3M
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.87KNew |
$1.98M - $2.5M
|
9.87K
$3.31M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9.69K+ 57.35% |
$1.95M - $2.45M
|
26.6K
$8.91M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.4K+ 10.6% |
$1.89M - $2.38M
|
98.1K
$32.9M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.07K+ 10.23% |
$1.82M - $2.3M
|
97.8K
$32.8M
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.83K+ 4.96% |
$1.77M - $2.23M
|
187K
$62.6M
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
8.31K+ 2.82% |
$1.67M - $2.1M
|
302K
$101M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.29K+ 38.36% |
$1.67M - $2.1M
|
29.9K
$10M
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.25KNew |
$1.66M - $2.09M
|
8.25K
$2.76M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.19K+ 7.65% |
$1.65M - $2.07M
|
115K
$38.6M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
8KNew |
$1.61M - $2.03M
|
8K
$2.68M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
7.99KNew |
$1.61M - $2.02M
|
7.99K
$2.68M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
7.44KNew |
$1.5M - $1.88M
|
7.44K
$2.49M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.4K+ 4.47% |
$1.49M - $1.87M
|
173K
$58M
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
7.37K+ 2.07% |
$1.48M - $1.86M
|
363K
$122M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3K+ 5.38% |
$1.47M - $1.85M
|
143K
$47.9M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
7.26K+ 184.74% |
$1.46M - $1.84M
|
11.2K
$3.75M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
7.26K+ 34.76% |
$1.46M - $1.84M
|
28.1K
$9.43M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.23K+ 27.58% |
$1.45M - $1.83M
|
33.4K
$11.2M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.22K+ 10.99% |
$1.45M - $1.83M
|
72.9K
$24.4M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.16K+ 3.3% |
$1.44M - $1.81M
|
224K
$75.1M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
7.13K+ 9.22% |
$1.43M - $1.8M
|
84.4K
$28.3M
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.73K+ 526.68% |
$1.35M - $1.7M
|
8.01K
$2.68M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.7KNew |
$1.35M - $1.7M
|
6.7K
$2.25M
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
BUY
|
- |
6.57KNew |
$1.32M - $1.66M
|
6.57K
$2.2M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.53K+ 28.42% |
$1.31M - $1.65M
|
29.5K
$9.89M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
6.51K+ 28.1% |
$1.31M - $1.65M
|
29.7K
$9.94M
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
6.46K+ 0.79% |
$1.3M - $1.63M
|
824K
$276M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.34KNew |
$1.27M - $1.6M
|
6.34K
$2.12M
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
6.25K+ 1.73% |
$1.26M - $1.58M
|
368K
$123M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.24K+ 110.03% |
$1.25M - $1.58M
|
11.9K
$3.99M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.14K+ 2.41% |
$1.24M - $1.56M
|
261K
$87.4M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.99K+ 2.27% |
$1.2M - $1.52M
|
270K
$90.6M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.84K+ 14.11% |
$1.17M - $1.48M
|
47.3K
$15.8M
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.83KNew |
$1.17M - $1.48M
|
5.83K
$1.95M
|