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 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-327- 1.77% |
$68.3K - $75.4K
|
18.1K
$6.01M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-329- 17.55% |
$68.7K - $75.9K
|
1.55K
$513K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-337- 4.23% |
$70.4K - $77.7K
|
7.63K
$2.53M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-342- 12.13% |
$71.4K - $78.8K
|
2.48K
$822K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-342- 2.04% |
$71.4K - $78.8K
|
16.4K
$5.44M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-350- 7.34% |
$73.1K - $80.7K
|
4.42K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-350- 22.15% |
$73.1K - $80.7K
|
1.23K
$408K
|
|
|
Dec 12, 2024
Q1 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-350- 9.93% |
$73.1K - $80.7K
|
3.18K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-352- 11.53% |
$73.5K - $81.2K
|
2.7K
$896K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-357- 9.38% |
$74.5K - $82.3K
|
3.45K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-357- 1.37% |
$74.5K - $82.3K
|
25.7K
$8.53M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-358- 1.04% |
$74.7K - $82.5K
|
34K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-363- 0.63% |
$75.8K - $83.7K
|
57.7K
$19.1M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-365- 16.83% |
$76.2K - $84.2K
|
1.8K
$599K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-367- 13.75% |
$76.6K - $84.6K
|
2.3K
$764K
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-380- 6.28% |
$79.3K - $87.6K
|
5.67K
$1.88M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-380- 19.63% |
$79.3K - $87.6K
|
1.56K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-393- 2.01% |
$82.1K - $90.6K
|
19.2K
$6.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-395- 3.11% |
$82.5K - $91.1K
|
12.3K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-395- 7.91% |
$82.5K - $91.1K
|
4.6K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-400- 6.85% |
$83.5K - $92.2K
|
5.44K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-409- 54.1% |
$85.4K - $94.3K
|
347
$115K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-412- 2.52% |
$86K - $95K
|
15.9K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-420- 0.99% |
$87.7K - $96.8K
|
41.9K
$13.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-439- 5.81% |
$91.7K - $101K
|
7.12K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-440- 2.61% |
$91.9K - $101K
|
16.4K
$5.45M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-443- 7.23% |
$92.5K - $102K
|
5.69K
$1.89M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-443- 7.23% |
$92.5K - $102K
|
5.69K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-450- 6.05% |
$94K - $104K
|
6.99K
$2.32M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-457- 31.65% |
$95.4K - $105K
|
987
$327K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-462- 16.53% |
$96.5K - $107K
|
2.33K
$774K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-463- 17.48% |
$96.7K - $107K
|
2.19K
$725K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-491- 0.68% |
$103K - $113K
|
72.1K
$23.9M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-499- 0.28% |
$104K - $115K
|
177K
$58.8M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-499- 17.48% |
$104K - $115K
|
2.36K
$781K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-518- 0.74% |
$108K - $119K
|
69.2K
$23M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-519- 9.46% |
$108K - $120K
|
4.97K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-520- 8.11% |
$109K - $120K
|
5.89K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-520- 0.59% |
$109K - $120K
|
88K
$29.2M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-528- 3.92% |
$110K - $122K
|
12.9K
$4.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-530- 18.15% |
$111K - $122K
|
2.39K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-533- 0.8% |
$111K - $123K
|
65.8K
$21.8M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-535- 4.29% |
$112K - $123K
|
11.9K
$3.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-536- 16.91% |
$112K - $124K
|
2.63K
$874K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-539- 0.81% |
$113K - $124K
|
66.2K
$22M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-564- 9.44% |
$118K - $130K
|
5.41K
$1.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-566- 1.08% |
$118K - $130K
|
51.8K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-575- 17.3% |
$120K - $133K
|
2.75K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-575- 7.5% |
$120K - $133K
|
7.09K
$2.35M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-587- 1.93% |
$123K - $135K
|
29.9K
$9.92M
|