Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7M+ 432.43% |
$4.74B - $5.23B
|
27.9M
$9.27B
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
609KNew |
$127M - $140M
|
609K
$202M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
600K+ 31.29% |
$125M - $138M
|
2.52M
$835M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
600K+ 31.29% |
$125M - $138M
|
2.52M
$835M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
531K+ 284.88% |
$111M - $122M
|
717K
$238M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
493K+ 85.28% |
$103M - $114M
|
1.07M
$355M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
461K+ 2527.19% |
$96.3M - $106M
|
480K
$159M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
358K+ 14.1% |
$74.8M - $82.6M
|
2.9M
$961M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
274K+ 3.65% |
$57.2M - $63.2M
|
7.78M
$2.58B
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
236KNew |
$49.3M - $54.5M
|
236K
$78.4M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
217K+ 99811.98% |
$45.2M - $49.9M
|
217K
$71.9M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 8.03% |
$33.8M - $37.3M
|
2.17M
$722M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
104K+ 642.75% |
$21.7M - $24M
|
120K
$39.8M
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
102K+ 963.86% |
$21.4M - $23.6M
|
113K
$37.5M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
90.2KNew |
$18.8M - $20.8M
|
90.2K
$29.9M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.8K+ 21.12% |
$16.2M - $17.9M
|
446K
$148M
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
BUY
|
- |
69.8K+ 139.23% |
$14.6M - $16.1M
|
120K
$39.8M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
69.2K+ 329.75% |
$14.4M - $15.9M
|
90.2K
$29.9M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
67.9K+ 20.04% |
$14.2M - $15.7M
|
407K
$135M
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
52.6K+ 2091.96% |
$11M - $12.1M
|
55.1K
$18.3M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
44.6KNew |
$9.31M - $10.3M
|
44.6K
$14.8M
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
42.6KNew |
$8.88M - $9.81M
|
42.6K
$14.1M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42.5K+ 3.47% |
$8.88M - $9.81M
|
1.27M
$421M
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
41.2K+ 25459.88% |
$8.61M - $9.51M
|
41.4K
$13.7M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
38K+ 671.77% |
$7.93M - $8.76M
|
43.6K
$14.5M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
35.6KNew |
$7.42M - $8.2M
|
35.6K
$11.8M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
35.6KNew |
$7.42M - $8.2M
|
35.6K
$11.8M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.2K+ 8.25% |
$7.34M - $8.11M
|
461K
$153M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.5K+ 1.13% |
$6.36M - $7.03M
|
2.72M
$902M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.9K+ 11.0% |
$5.82M - $6.42M
|
281K
$93.3M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6KNew |
$5.14M - $5.68M
|
24.6K
$8.18M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
23.2K+ 6.83% |
$4.84M - $5.35M
|
363K
$120M
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 9.92% |
$4.82M - $5.32M
|
256K
$84.9M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.8KNew |
$4.13M - $4.56M
|
19.8K
$6.56M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$3.95M - $4.36M
|
18.9K
$6.28M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18.1K+ 13.68% |
$3.78M - $4.18M
|
151K
$49.9M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
16.5K+ 62.34% |
$3.44M - $3.8M
|
42.9K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.9K+ 634.98% |
$3.33M - $3.67M
|
18.4K
$6.12M
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 93.33% |
$2.92M - $3.23M
|
29K
$9.62M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
12.6KNew |
$2.62M - $2.89M
|
12.6K
$4.16M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.1KNew |
$2.53M - $2.8M
|
12.1K
$4.02M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.7K+ 28.1% |
$2.43M - $2.69M
|
53.1K
$17.6M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.6KNew |
$2.43M - $2.68M
|
11.6K
$3.86M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.3K+ 36.22% |
$2.37M - $2.61M
|
42.6K
$14.1M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11K+ 7.29% |
$2.3M - $2.53M
|
162K
$53.7M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 1.14% |
$2.2M - $2.43M
|
936K
$311M
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.53K+ 6.28% |
$1.99M - $2.2M
|
161K
$53.5M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
9KNew |
$1.88M - $2.08M
|
9K
$2.99M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
8.14K+ 77.28% |
$1.7M - $1.88M
|
18.7K
$6.19M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.93K+ 22.55% |
$1.65M - $1.83M
|
43.1K
$14.3M
|