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 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-139- 0.44% |
$29K - $32K
|
31.7K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-146- 57.03% |
$30.5K - $33.7K
|
110
$36.5K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-146- 0.37% |
$30.5K - $33.7K
|
39.4K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-148- 2.5% |
$30.9K - $34.1K
|
5.76K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-150- 0.36% |
$31.3K - $34.6K
|
41.8K
$13.9M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-151- 0.32% |
$31.5K - $34.8K
|
46.7K
$15.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-152- 1.91% |
$31.7K - $35K
|
7.82K
$2.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-156- 0.33% |
$32.6K - $36K
|
46.5K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-158- 8.02% |
$33K - $36.4K
|
1.81K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-161- 12.32% |
$33.6K - $37.1K
|
1.15K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-165- 3.19% |
$34.4K - $38K
|
5.01K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-169- 18.25% |
$35.3K - $39K
|
757
$251K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-171- 0.57% |
$35.7K - $39.4K
|
29.7K
$9.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-173- 3.99% |
$36.1K - $39.9K
|
4.16K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-175- 15.56% |
$36.5K - $40.3K
|
950
$315K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-175- 23.36% |
$36.5K - $40.3K
|
574
$190K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-177- 7.68% |
$37K - $40.8K
|
2.13K
$706K
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-193- 0.72% |
$40.3K - $44.5K
|
26.5K
$8.81M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-206- 2.04% |
$43K - $47.5K
|
9.92K
$3.29M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-209- 1.77% |
$43.6K - $48.2K
|
11.6K
$3.86M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-210- 11.24% |
$43.8K - $48.4K
|
1.66K
$550K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-216- 6.49% |
$45.1K - $49.8K
|
3.11K
$1.03M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-217- 0.62% |
$45.3K - $50K
|
35K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-220- 0.43% |
$45.9K - $50.7K
|
51.4K
$17.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 3.5% |
$47K - $51.9K
|
6.21K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-225- 20.22% |
$47K - $51.9K
|
888
$295K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-230- 1.92% |
$48K - $53K
|
11.7K
$3.89M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-230- 1.42% |
$48K - $53K
|
15.9K
$5.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-232- 1.59% |
$48.4K - $53.5K
|
14.4K
$4.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-234- 8.33% |
$48.9K - $53.9K
|
2.57K
$854K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-236- 2.93% |
$49.3K - $54.4K
|
7.81K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-243- 6.21% |
$50.7K - $56K
|
3.67K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-249- 16.76% |
$52K - $57.4K
|
1.24K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-256- 5.52% |
$53.4K - $59K
|
4.38K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-258- 6.15% |
$53.9K - $59.5K
|
3.93K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-266- 3.62% |
$55.5K - $61.3K
|
7.08K
$2.35M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-267- 1.83% |
$55.7K - $61.6K
|
14.3K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-270- 8.56% |
$56.4K - $62.2K
|
2.89K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.09% |
$59.5K - $65.7K
|
13.4K
$4.44M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-287- 0.45% |
$59.9K - $66.2K
|
64.2K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-287- 6.87% |
$59.9K - $66.2K
|
3.89K
$1.29M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-290- 2.63% |
$60.5K - $66.9K
|
10.7K
$3.56M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-290- 7.17% |
$60.5K - $66.9K
|
3.76K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-297Closed |
$62K - $68.5K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-300- 5.08% |
$62.6K - $69.2K
|
5.6K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-321- 8.46% |
$67K - $74K
|
3.47K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-323- 6.39% |
$67.4K - $74.5K
|
4.73K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-324- 20.34% |
$67.6K - $74.7K
|
1.27K
$421K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-325- 6.1% |
$67.9K - $74.9K
|
5K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-325- 4.64% |
$67.9K - $74.9K
|
6.68K
$2.21M
|