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 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 44.96% |
$287K - $317K
|
1.68K
$558K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 1.82% |
$288K - $318K
|
74.2K
$24.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.39K- 16.66% |
$290K - $320K
|
6.94K
$2.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-1.4K- 59.97% |
$292K - $323K
|
934
$310K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.4K- 1.19% |
$293K - $323K
|
117K
$38.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.42K- 4.01% |
$297K - $328K
|
34K
$11.3M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.43K- 45.77% |
$299K - $331K
|
1.7K
$564K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 4.41% |
$304K - $336K
|
31.6K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.46K- 26.05% |
$304K - $336K
|
4.14K
$1.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.48K- 8.23% |
$308K - $340K
|
16.4K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.48K- 5.94% |
$308K - $340K
|
23.4K
$7.75M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 41.01% |
$316K - $349K
|
2.18K
$722K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.54K- 7.42% |
$321K - $354K
|
19.2K
$6.36M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.61K- 15.84% |
$336K - $371K
|
8.55K
$2.84M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.65K- 2.06% |
$344K - $380K
|
78.3K
$26M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.75K- 25.14% |
$365K - $403K
|
5.21K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 3.74% |
$367K - $406K
|
45.3K
$15M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.84K- 0.74% |
$385K - $425K
|
249K
$82.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 66.81% |
$386K - $426K
|
918
$305K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.88K- 24.8% |
$392K - $433K
|
5.69K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.9K- 4.29% |
$396K - $438K
|
42.3K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.96K- 1.73% |
$408K - $451K
|
111K
$36.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.98KClosed |
$413K - $456K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.98K- 0.55% |
$414K - $457K
|
356K
$118M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.06K- 2.45% |
$429K - $474K
|
81.8K
$27.1M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.06K- 30.78% |
$430K - $475K
|
4.63K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.09K- 4.72% |
$436K - $481K
|
42.1K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.25K- 5.56% |
$469K - $518K
|
38.2K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.27K- 15.88% |
$474K - $524K
|
12K
$3.99M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-2.32K- 3.75% |
$484K - $535K
|
59.5K
$19.7M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.33K- 14.95% |
$486K - $537K
|
13.2K
$4.4M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.41K- 45.91% |
$503K - $555K
|
2.84K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.56K- 73.88% |
$535K - $591K
|
906
$301K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.6K- 8.02% |
$542K - $599K
|
29.8K
$9.89M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.6K- 4.53% |
$544K - $600K
|
54.9K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.77K- 7.7% |
$578K - $638K
|
33.2K
$11M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 40.22% |
$610K - $674K
|
4.34K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.03K- 23.14% |
$632K - $698K
|
10.1K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.05K- 2.72% |
$638K - $704K
|
109K
$36.3M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-3.25K- 99.88% |
$679K - $750K
|
4
$1.33K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 18.03% |
$706K - $780K
|
15.4K
$5.1M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.55K- 1.28% |
$742K - $819K
|
274K
$91M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.58K- 95.39% |
$747K - $825K
|
173
$57.4K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.68K- 25.69% |
$768K - $848K
|
10.6K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.75K- 6.81% |
$784K - $865K
|
51.3K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 16.29% |
$794K - $877K
|
19.6K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.82K- 4.72% |
$797K - $880K
|
77K
$25.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.92K- 59.26% |
$819K - $904K
|
2.7K
$895K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.08K- 96.05% |
$852K - $941K
|
168
$55.7K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.36K- 17.11% |
$909K - $1M
|
21.1K
$7M
|