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 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.43% |
$2.17K - $2.47K
|
2.6K
$873K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
10+ 0.21% |
$1.97K - $2.24K
|
4.77K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.92% |
$1.97K - $2.24K
|
1.09K
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.69% |
$1.97K - $2.24K
|
1.46K
$489K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10+ 0.45% |
$1.97K - $2.24K
|
2.25K
$755K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.38% |
$1.58K - $1.8K
|
2.13K
$715K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.36% |
$1.58K - $1.8K
|
2.22K
$746K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
8+ 0.37% |
$1.58K - $1.8K
|
2.17K
$728K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8+ 1.13% |
$1.58K - $1.8K
|
718
$241K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
7+ 0.68% |
$1.38K - $1.57K
|
1.03K
$347K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
7+ 0.44% |
$1.38K - $1.57K
|
1.61K
$539K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6+ 0.24% |
$1.18K - $1.35K
|
2.46K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.1% |
$1.18K - $1.35K
|
5.91K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.45% |
$985 - $1.12K
|
1.12K
$376K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
5+ 0.49% |
$985 - $1.12K
|
1.02K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$985 - $1.12K
|
7.15K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.39% |
$788 - $898
|
1.02K
$342K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.05% |
$788 - $898
|
8.38K
$2.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$788 - $898
|
10.2K
$3.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.34% |
$788 - $898
|
1.17K
$391K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.09% |
$788 - $898
|
4.4K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3+ 0.24% |
$591 - $673
|
1.26K
$422K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3+ 0.04% |
$591 - $673
|
8.1K
$2.72M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.58% |
$591 - $673
|
518
$174K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.1% |
$394 - $449
|
1.92K
$644K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.08% |
$394 - $449
|
2.38K
$797K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2+ 0.05% |
$394 - $449
|
4.19K
$1.41M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.25% |
$394 - $449
|
794
$267K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
2+ 1.15% |
$394 - $449
|
176
$59.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$197 - $224
|
2.2K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$197 - $224
|
4.03K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$197 - $224
|
2.64K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.12% |
$197 - $224
|
810
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$197 - $224
|
3.48K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$197 - $224
|
4.12K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$197 - $224
|
3.5K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.02% |
$197 - $224
|
5.65K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.77% |
$197 - $224
|
131
$44K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.73% |
$197 - $224
|
138
$46.3K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$197 - $224
|
8.72K
$2.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1- 0.05% |
$197 - $224
|
1.95K
$654K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.23% |
$394 - $449
|
884
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3- 0.09% |
$591 - $673
|
3.16K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-5- 0.32% |
$985 - $1.12K
|
1.57K
$525K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-6- 2.83% |
$1.18K - $1.35K
|
206
$69.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-6- 0.07% |
$1.18K - $1.35K
|
8.48K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 63.64% |
$1.38K - $1.57K
|
4
$1.34K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.49% |
$1.58K - $1.8K
|
1.61K
$542K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8- 0.07% |
$1.58K - $1.8K
|
11.1K
$3.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-9- 0.48% |
$1.77K - $2.02K
|
1.89K
$633K
|