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 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
838+ 1.64% |
$165K - $188K
|
51.9K
$17.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
822+ 59.87% |
$162K - $185K
|
2.2K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
808+ 41.12% |
$159K - $181K
|
2.77K
$931K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
802New |
$158K - $180K
|
802
$269K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
802+ 9.79% |
$158K - $180K
|
8.99K
$3.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
775+ 1.78% |
$153K - $174K
|
44.2K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
767+ 1.2% |
$151K - $172K
|
64.4K
$21.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
741+ 34.12% |
$146K - $166K
|
2.91K
$978K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
714+ 61.5% |
$141K - $160K
|
1.88K
$630K
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
701+ 38.67% |
$138K - $157K
|
2.51K
$844K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
695+ 2.88% |
$137K - $156K
|
24.8K
$8.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
690+ 3.22% |
$136K - $155K
|
22.1K
$7.43M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
672+ 9.2% |
$132K - $151K
|
7.98K
$2.68M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
670+ 32.45% |
$132K - $150K
|
2.74K
$918K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
667+ 1.83% |
$131K - $150K
|
37K
$12.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
659+ 64.36% |
$130K - $148K
|
1.68K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
643New |
$127K - $144K
|
643
$216K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
632New |
$124K - $142K
|
632
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
624+ 16.85% |
$123K - $140K
|
4.33K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
592+ 21.65% |
$117K - $133K
|
3.33K
$1.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
586+ 7.22% |
$115K - $132K
|
8.71K
$2.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
583+ 27.24% |
$115K - $131K
|
2.72K
$914K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
580+ 3.07% |
$114K - $130K
|
19.5K
$6.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
576New |
$113K - $129K
|
576
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
574+ 13.25% |
$113K - $129K
|
4.91K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
568+ 7.32% |
$112K - $128K
|
8.32K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
562+ 16.91% |
$111K - $126K
|
3.89K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
562+ 16.91% |
$111K - $126K
|
3.89K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
545+ 16.76% |
$107K - $122K
|
3.8K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
532+ 8.15% |
$105K - $119K
|
7.06K
$2.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
512+ 0.64% |
$101K - $115K
|
80K
$26.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$98.5K - $112K
|
500
$168K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
496+ 1550.0% |
$97.7K - $111K
|
528
$177K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
482+ 16.85% |
$94.9K - $108K
|
3.34K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
482+ 114.22% |
$94.9K - $108K
|
904
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
479New |
$94.3K - $108K
|
479
$161K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
478+ 35.54% |
$94.1K - $107K
|
1.82K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
475New |
$93.5K - $107K
|
475
$159K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
463+ 1.81% |
$91.2K - $104K
|
26.1K
$8.75M
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
455+ 34.55% |
$89.6K - $102K
|
1.77K
$595K
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
454+ 4.03% |
$89.4K - $102K
|
11.7K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
450New |
$88.6K - $101K
|
450
$151K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
417+ 19.52% |
$82.1K - $93.6K
|
2.55K
$857K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
416+ 5.14% |
$81.9K - $93.4K
|
8.52K
$2.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
414+ 6.67% |
$81.5K - $92.9K
|
6.62K
$2.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
413New |
$81.3K - $92.7K
|
413
$139K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
409+ 117.87% |
$80.5K - $91.8K
|
756
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
403+ 1.18% |
$79.4K - $90.5K
|
34.6K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
394+ 0.15% |
$77.6K - $88.4K
|
256K
$86M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
389+ 154.37% |
$76.6K - $87.3K
|
641
$215K
|