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 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-591- 4.97% |
$123K - $136K
|
11.3K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-593- 32.96% |
$124K - $137K
|
1.21K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-596- 2.91% |
$124K - $137K
|
19.9K
$6.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-596- 3.12% |
$124K - $137K
|
18.5K
$5.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-620- 36.84% |
$129K - $143K
|
1.06K
$342K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-626- 1.95% |
$131K - $144K
|
31.4K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-632- 0.4% |
$132K - $146K
|
155K
$50M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-633- 6.25% |
$132K - $146K
|
9.5K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-639- 6.13% |
$133K - $147K
|
9.79K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-639- 41.49% |
$133K - $147K
|
901
$290K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-645- 0.81% |
$135K - $149K
|
78.9K
$25.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-659- 5.76% |
$138K - $152K
|
10.8K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-667- 1.28% |
$139K - $154K
|
51.5K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-670- 1.27% |
$140K - $154K
|
52.2K
$16.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-674- 18.14% |
$141K - $155K
|
3.04K
$978K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-677- 13.62% |
$141K - $156K
|
4.29K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-679- 0.88% |
$142K - $157K
|
76.6K
$24.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-683- 7.92% |
$143K - $157K
|
7.94K
$2.55M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-690- 3.55% |
$144K - $159K
|
18.8K
$6.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-771- 0.29% |
$161K - $178K
|
262K
$84.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-775- 0.33% |
$162K - $179K
|
235K
$75.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-817- 4.22% |
$171K - $188K
|
18.6K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-818- 1.8% |
$171K - $189K
|
44.6K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-824- 4.98% |
$172K - $190K
|
15.7K
$5.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-825- 10.18% |
$172K - $190K
|
7.28K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-827- 8.38% |
$173K - $191K
|
9.05K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-830- 21.36% |
$173K - $191K
|
3.06K
$983K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-832- 1.81% |
$174K - $192K
|
45.1K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-846- 7.12% |
$177K - $195K
|
11K
$3.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-855- 20.74% |
$179K - $197K
|
3.27K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-858- 7.46% |
$179K - $198K
|
10.6K
$3.42M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-859- 1.12% |
$179K - $198K
|
75.9K
$24.4M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-870- 28.37% |
$182K - $201K
|
2.2K
$706K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-874- 1.03% |
$182K - $202K
|
83.9K
$27M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-913- 5.37% |
$191K - $210K
|
16.1K
$5.17M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-932- 6.59% |
$195K - $215K
|
13.2K
$4.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
SELL
|
- |
-950- 2.21% |
$198K - $219K
|
42.1K
$13.5M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.04K- 7.59% |
$217K - $239K
|
12.6K
$4.06M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 0.54% |
$218K - $241K
|
191K
$61.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 6.22% |
$222K - $246K
|
16.1K
$5.17M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.09K- 4.61% |
$228K - $252K
|
22.6K
$7.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.12K- 0.61% |
$234K - $259K
|
183K
$58.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 1.63% |
$238K - $263K
|
69K
$22.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.14K- 41.11% |
$238K - $263K
|
1.63K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.14K- 0.62% |
$238K - $263K
|
183K
$58.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.26K- 49.24% |
$262K - $290K
|
1.3K
$416K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.28K- 2.83% |
$267K - $295K
|
44K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.29K- 1.85% |
$270K - $298K
|
68.5K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.33K- 6.3% |
$278K - $307K
|
19.8K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.34K- 26.63% |
$279K - $308K
|
3.68K
$1.18M
|