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 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
930New |
$194K - $214K
|
930
$298K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
928New |
$194K - $214K
|
928
$297K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
926New |
$193K - $213K
|
926
$297K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
920New |
$192K - $212K
|
920
$295K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
919New |
$192K - $212K
|
919
$294K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
919New |
$192K - $212K
|
919
$294K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
916New |
$191K - $211K
|
916
$293K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
916New |
$191K - $211K
|
916
$293K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
915New |
$191K - $211K
|
915
$293K
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$191K - $211K
|
914
$293K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
913New |
$191K - $210K
|
913
$292K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
913New |
$191K - $210K
|
913
$292K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
912+ 38.4% |
$190K - $210K
|
3.29K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
910New |
$190K - $210K
|
910
$291K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
905New |
$189K - $209K
|
905
$290K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
904+ 32.4% |
$189K - $208K
|
3.69K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
904+ 4.96% |
$189K - $208K
|
19.1K
$6.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
901+ 17.73% |
$188K - $208K
|
5.98K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
892New |
$186K - $206K
|
892
$286K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
888New |
$185K - $205K
|
888
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
877+ 5.5% |
$183K - $202K
|
16.8K
$5.39M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
857+ 786.24% |
$179K - $198K
|
966
$309K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
802+ 5.41% |
$167K - $185K
|
15.6K
$5M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
800+ 2.98% |
$167K - $184K
|
27.6K
$8.85M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
796+ 6.27% |
$166K - $184K
|
13.5K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
790+ 3.28% |
$165K - $182K
|
24.9K
$7.98M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
784+ 37.82% |
$164K - $181K
|
2.86K
$915K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
773New |
$161K - $178K
|
773
$248K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
761+ 1.01% |
$159K - $175K
|
76K
$24.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
742+ 5.98% |
$155K - $171K
|
13.1K
$4.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 6.83% |
$154K - $170K
|
11.5K
$3.69M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
729+ 88.15% |
$152K - $168K
|
1.56K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
717+ 61.76% |
$150K - $165K
|
1.88K
$602K
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
716+ 0.66% |
$149K - $165K
|
109K
$35.1M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
716+ 1.53% |
$149K - $165K
|
47.6K
$15.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
700+ 2.87% |
$146K - $161K
|
25.1K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
675+ 26.81% |
$141K - $156K
|
3.19K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
662+ 103.28% |
$138K - $153K
|
1.3K
$417K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
661New |
$138K - $152K
|
661
$212K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
655+ 2.61% |
$137K - $151K
|
25.7K
$8.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
651+ 51.18% |
$136K - $150K
|
1.92K
$616K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
629+ 18.1% |
$131K - $145K
|
4.1K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
608+ 7.11% |
$127K - $140K
|
9.15K
$2.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
596+ 1.42% |
$124K - $137K
|
42.5K
$13.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
591+ 7.3% |
$123K - $136K
|
8.69K
$2.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
531+ 0.4% |
$111K - $122K
|
133K
$42.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
528New |
$110K - $122K
|
528
$169K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
520New |
$109K - $120K
|
520
$167K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
506+ 22.03% |
$106K - $117K
|
2.8K
$898K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
504+ 9.17% |
$105K - $116K
|
6K
$1.92M
|