Purchases and Sales Made in Q3 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
4.59K+ 8.55% |
$905K - $1.09M
|
58.2K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.53KNew |
$894K - $1.08M
|
4.53K
$1.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.33K+ 392.3% |
$855K - $1.03M
|
5.44K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.24K+ 14.18% |
$837K - $1.01M
|
34.2K
$10.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.08K+ 146.06% |
$805K - $970K
|
6.88K
$2.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4KNew |
$790K - $951K
|
4K
$1.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3.96K+ 2.9% |
$781K - $940K
|
141K
$44.9M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.96KNew |
$781K - $940K
|
3.96K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.93K+ 28.43% |
$776K - $935K
|
17.8K
$5.68M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.8K+ 27.54% |
$749K - $902K
|
17.6K
$5.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.75KNew |
$740K - $892K
|
3.75K
$1.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.74K+ 18.94% |
$737K - $888K
|
23.5K
$7.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.67KNew |
$725K - $873K
|
3.67K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.65K+ 5.12% |
$721K - $868K
|
75.1K
$24M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
BUY
|
- |
3.65KNew |
$721K - $868K
|
3.65K
$1.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
3.64K+ 112.35% |
$718K - $865K
|
6.88K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.54K+ 7.72% |
$698K - $840K
|
49.3K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.47K+ 100.0% |
$685K - $825K
|
6.95K
$2.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.29K+ 4.13% |
$650K - $783K
|
83.1K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 1.24% |
$636K - $765K
|
264K
$84.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.22K+ 65.25% |
$635K - $765K
|
8.16K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.15K+ 14.07% |
$622K - $749K
|
25.6K
$8.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
BUY
|
- |
3.15KNew |
$622K - $749K
|
3.15K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.15K+ 1.13% |
$621K - $748K
|
282K
$90.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3K+ 1.47% |
$592K - $713K
|
208K
$66.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.98K+ 192.69% |
$588K - $708K
|
4.53K
$1.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
2.74K+ 68.75% |
$540K - $650K
|
6.71K
$2.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.64K+ 44.91% |
$522K - $628K
|
8.53K
$2.72M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 44.91% |
$522K - $628K
|
8.53K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 2.09% |
$516K - $621K
|
127K
$40.7M
|
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.58K+ 2.4% |
$509K - $612K
|
110K
$35.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.52KNew |
$498K - $600K
|
2.52K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.5K+ 37.31% |
$493K - $594K
|
9.2K
$2.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.48KNew |
$488K - $588K
|
2.48K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.42K+ 9.78% |
$477K - $575K
|
27.1K
$8.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.36K+ 16.59% |
$466K - $561K
|
16.6K
$5.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.35KNew |
$464K - $558K
|
2.35K
$751K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.24K+ 102.8% |
$443K - $533K
|
4.43K
$1.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17K+ 1.26% |
$429K - $516K
|
175K
$55.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.14K+ 1.87% |
$423K - $509K
|
117K
$37.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.14K+ 8.96% |
$422K - $509K
|
26K
$8.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
2.05K+ 2.62% |
$404K - $486K
|
80.2K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.01K+ 128.08% |
$396K - $477K
|
3.57K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.88K+ 81.49% |
$370K - $446K
|
4.18K
$1.33M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.87K+ 108.45% |
$370K - $445K
|
3.6K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
1.84KNew |
$362K - $437K
|
1.84K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$362K - $436K
|
1.84K
$586K
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
1.73K+ 2.93% |
$342K - $412K
|
60.9K
$19.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 84.77% |
$341K - $410K
|
3.76K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.73K+ 2.38% |
$341K - $410K
|
74.1K
$23.7M
|