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
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.02K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3+ 0.11% |
$626 - $692
|
2.77K
$919K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.27% |
$626 - $692
|
1.11K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.04K
$344K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.17% |
$626 - $692
|
1.75K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.07% |
$626 - $692
|
4.41K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.31% |
$626 - $692
|
969
$322K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.21% |
$418 - $461
|
966
$321K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.03% |
$418 - $461
|
6.63K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2+ 0.04% |
$418 - $461
|
5.01K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.18% |
$418 - $461
|
1.12K
$372K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.31% |
$418 - $461
|
645
$214K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.2% |
$418 - $461
|
1.02K
$337K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$418 - $461
|
29.5K
$9.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.0% |
$418 - $461
|
61.2K
$20.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$418 - $461
|
1.77K
$589K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$418 - $461
|
1.32K
$437K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$418 - $461
|
1.12K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$418 - $461
|
8.06K
$2.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$209 - $231
|
9.5K
$3.15M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$209 - $231
|
5.34K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$209 - $231
|
8.56K
$2.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.76% |
$209 - $231
|
132
$43.8K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$209 - $231
|
3.34K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$209 - $231
|
71
$23.6K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.13% |
$209 - $231
|
795
$264K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$209 - $231
|
139
$46.1K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $231
|
4.12K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$209 - $231
|
4.03K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3- 0.04% |
$626 - $692
|
7.37K
$2.45M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.27% |
$835 - $922
|
1.49K
$493K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4- 0.25% |
$835 - $922
|
1.61K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 0.35% |
$1.04K - $1.15K
|
1.42K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.03% |
$1.04K - $1.15K
|
17.8K
$5.89M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7- 0.38% |
$1.46K - $1.61K
|
1.83K
$606K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8- 7.69% |
$1.67K - $1.84K
|
96
$31.9K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 8.0% |
$1.67K - $1.84K
|
92
$30.5K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 18.75% |
$1.88K - $2.07K
|
39
$12.9K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.22% |
$1.88K - $2.07K
|
4.04K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.9% |
$2.09K - $2.31K
|
1.1K
$363K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.87% |
$2.09K - $2.31K
|
1.14K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.11% |
$2.09K - $2.31K
|
889
$295K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-11- 0.3% |
$2.3K - $2.54K
|
3.64K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12- 0.08% |
$2.51K - $2.77K
|
14.5K
$4.79M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12- 0.2% |
$2.51K - $2.77K
|
5.84K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-13- 0.01% |
$2.71K - $3K
|
141K
$46.6M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-14- 0.65% |
$2.92K - $3.23K
|
2.15K
$713K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 1.12% |
$2.92K - $3.23K
|
1.24K
$410K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-15- 0.61% |
$3.13K - $3.46K
|
2.46K
$815K
|
|
|
May 12, 2023
Q1 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.4% |
$3.34K - $3.69K
|
4.01K
$1.33M
|