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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-17- 0.05% |
$3.55K - $3.92K
|
33.4K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 0.04% |
$3.76K - $4.15K
|
45K
$14.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.24% |
$3.97K - $4.38K
|
7.95K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$4.18K - $4.61K
|
4.66K
$1.55M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 12.5% |
$4.18K - $4.61K
|
140
$46.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 9.09% |
$4.38K - $4.84K
|
210
$69.7K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-21- 0.77% |
$4.38K - $4.84K
|
2.71K
$898K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22- 1.46% |
$4.59K - $5.07K
|
1.48K
$492K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-22- 1.2% |
$4.59K - $5.07K
|
1.82K
$602K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.67% |
$4.8K - $5.3K
|
3.39K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-25- 1.63% |
$5.22K - $5.76K
|
1.51K
$499K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-25- 0.44% |
$5.22K - $5.76K
|
5.62K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-26- 0.05% |
$5.43K - $5.99K
|
56.8K
$18.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-27- 0.14% |
$5.64K - $6.22K
|
19.4K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-27- 7.3% |
$5.64K - $6.22K
|
343
$114K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-27- 2.0% |
$5.64K - $6.22K
|
1.32K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-30- 0.35% |
$6.26K - $6.92K
|
8.49K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 1.35% |
$6.26K - $6.92K
|
2.19K
$727K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-31- 0.76% |
$6.47K - $7.15K
|
4.05K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-31- 0.8% |
$6.47K - $7.15K
|
3.84K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-31- 0.27% |
$6.47K - $7.15K
|
11.4K
$3.77M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-31- 0.76% |
$6.47K - $7.15K
|
4.05K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-31- 0.95% |
$6.47K - $7.15K
|
3.23K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-32- 6.06% |
$6.68K - $7.38K
|
496
$165K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-33- 1.34% |
$6.89K - $7.61K
|
2.43K
$806K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-36- 1.23% |
$7.52K - $8.3K
|
2.88K
$956K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-37- 0.3% |
$7.72K - $8.53K
|
12.3K
$4.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-38- 0.37% |
$7.93K - $8.76K
|
10.1K
$3.36M
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-40- 0.4% |
$8.35K - $9.22K
|
10K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.27% |
$8.35K - $9.22K
|
14.6K
$4.85M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 1.68% |
$8.35K - $9.22K
|
2.35K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-41- 1.29% |
$8.56K - $9.45K
|
3.14K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-41- 2.54% |
$8.56K - $9.45K
|
1.57K
$522K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 17.36% |
$8.77K - $9.68K
|
200
$66.4K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 0.56% |
$8.77K - $9.68K
|
7.4K
$2.45M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-43- 3.35% |
$8.98K - $9.91K
|
1.24K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-44- 0.94% |
$9.19K - $10.1K
|
4.63K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-44- 2.25% |
$9.19K - $10.1K
|
1.91K
$635K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-45- 0.53% |
$9.4K - $10.4K
|
8.38K
$2.78M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-45- 0.24% |
$9.4K - $10.4K
|
18.4K
$6.1M
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-45- 0.16% |
$9.4K - $10.4K
|
28K
$9.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-46- 2.1% |
$9.6K - $10.6K
|
2.15K
$713K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
SELL
|
- |
-47- 1.3% |
$9.81K - $10.8K
|
3.56K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-47- 7.44% |
$9.81K - $10.8K
|
585
$194K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 15.96% |
$10.2K - $11.3K
|
258
$85.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50- 0.03% |
$10.4K - $11.5K
|
176K
$58.3M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 7.63% |
$10.4K - $11.5K
|
605
$201K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-51- 0.26% |
$10.6K - $11.8K
|
19.8K
$6.58M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 2.5% |
$11.3K - $12.4K
|
2.1K
$697K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-60- 4.42% |
$12.5K - $13.8K
|
1.3K
$431K
|