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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 5.11% |
$12.5K - $13.8K
|
1.12K
$370K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-60- 1.44% |
$12.5K - $13.8K
|
4.1K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-66- 6.91% |
$13.8K - $15.2K
|
889
$295K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-69- 3.48% |
$14.4K - $15.9K
|
1.91K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-70- 6.44% |
$14.6K - $16.1K
|
1.02K
$337K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-73- 5.31% |
$15.2K - $16.8K
|
1.3K
$432K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-73- 6.84% |
$15.2K - $16.8K
|
995
$330K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.3% |
$15.4K - $17.1K
|
3.14K
$1.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-74- 1.02% |
$15.4K - $17.1K
|
7.19K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-75- 5.33% |
$15.7K - $17.3K
|
1.33K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-77- 1.32% |
$16.1K - $17.8K
|
5.75K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-78- 0.17% |
$16.3K - $18K
|
45.9K
$15.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 4.76% |
$16.9K - $18.7K
|
1.62K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-81- 0.54% |
$16.9K - $18.7K
|
14.9K
$4.94M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-84- 1.17% |
$17.5K - $19.4K
|
7.07K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-84- 0.56% |
$17.5K - $19.4K
|
15.1K
$4.99M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-85- 0.24% |
$17.7K - $19.6K
|
34.6K
$11.5M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-85- 44.5% |
$17.7K - $19.6K
|
106
$35.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-85- 1.05% |
$17.7K - $19.6K
|
8.01K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-85- 1.2% |
$17.7K - $19.6K
|
6.98K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-88- 1.3% |
$18.4K - $20.3K
|
6.7K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 7.45% |
$19K - $21K
|
1.13K
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-91- 6.12% |
$19K - $21K
|
1.4K
$463K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-95- 0.19% |
$19.8K - $21.9K
|
49.4K
$16.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-98- 3.54% |
$20.5K - $22.6K
|
2.67K
$887K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-98- 0.01% |
$20.5K - $22.6K
|
804K
$267M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-98- 2.73% |
$20.5K - $22.6K
|
3.49K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-100- 1.29% |
$20.9K - $23.1K
|
7.63K
$2.53M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-100- 2.2% |
$20.9K - $23.1K
|
4.44K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-100- 0.95% |
$20.9K - $23.1K
|
10.5K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-100- 1.07% |
$20.9K - $23.1K
|
9.28K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-101- 0.53% |
$21.1K - $23.3K
|
19K
$6.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-107- 0.09% |
$22.3K - $24.7K
|
113K
$37.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-107- 1.35% |
$22.3K - $24.7K
|
7.81K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-107- 0.17% |
$22.3K - $24.7K
|
61.3K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-107- 2.65% |
$22.3K - $24.7K
|
3.93K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-108- 2.85% |
$22.5K - $24.9K
|
3.69K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-112- 1.76% |
$23.4K - $25.8K
|
6.26K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-114- 0.49% |
$23.8K - $26.3K
|
23.4K
$7.75M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-114- 2.14% |
$23.8K - $26.3K
|
5.2K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-117- 2.0% |
$24.4K - $27K
|
5.72K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-118- 4.43% |
$24.6K - $27.2K
|
2.54K
$844K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-122- 0.24% |
$25.5K - $28.1K
|
51.5K
$17.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-125- 3.06% |
$26.1K - $28.8K
|
3.96K
$1.31M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-128- 1.47% |
$26.7K - $29.5K
|
8.57K
$2.84M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-134- 1.3% |
$28K - $30.9K
|
10.2K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-134- 0.3% |
$28K - $30.9K
|
44.7K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-136- 0.81% |
$28.4K - $31.4K
|
16.7K
$5.54M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-136- 11.37% |
$28.4K - $31.4K
|
1.06K
$352K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-138- 0.33% |
$28.8K - $31.8K
|
41.7K
$13.8M
|