Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-120- 1.86% |
$26.6K - $29.2K
|
6.33K
$2.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-122- 7.53% |
$27.1K - $29.7K
|
1.5K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-125- 3.21% |
$27.7K - $30.5K
|
3.77K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-133- 1.86% |
$29.5K - $32.4K
|
7.01K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-136- 0.59% |
$30.2K - $33.1K
|
22.8K
$7.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-137- 5.39% |
$30.4K - $33.4K
|
2.41K
$782K
|
|
|
Aug 04, 2023
Q2 2023
|
Fiduciary Counselling Inc
|
SELL
|
- |
-139- 0.47% |
$30.8K - $33.9K
|
29.2K
$9.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-144- 0.92% |
$31.9K - $35.1K
|
15.6K
$5.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 4.99% |
$33.3K - $36.6K
|
2.86K
$928K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-150- 1.89% |
$33.3K - $36.6K
|
7.8K
$2.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-151- 3.26% |
$33.5K - $36.8K
|
4.47K
$1.45M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-159- 4.23% |
$35.3K - $38.8K
|
3.6K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-161- 2.06% |
$35.7K - $39.2K
|
7.65K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-161- 1.35% |
$35.7K - $39.2K
|
11.8K
$3.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-163- 3.51% |
$36.2K - $39.7K
|
4.48K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-167- 1.02% |
$37K - $40.7K
|
16.3K
$5.28M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-170- 14.63% |
$37.7K - $41.4K
|
992
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-172- 12.68% |
$38.2K - $41.9K
|
1.18K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-178- 0.26% |
$39.5K - $43.4K
|
67.5K
$21.9M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179- 1.22% |
$39.7K - $43.6K
|
14.5K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-180- 0.9% |
$39.9K - $43.9K
|
19.8K
$6.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-180- 16.36% |
$39.9K - $43.9K
|
920
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-184- 3.97% |
$40.8K - $44.8K
|
4.45K
$1.45M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-184- 3.97% |
$40.8K - $44.8K
|
4.45K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-189- 0.95% |
$41.9K - $46.1K
|
19.6K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 6.51% |
$42.4K - $46.6K
|
2.74K
$891K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-194- 0.58% |
$43K - $47.3K
|
33K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-195- 9.51% |
$43.3K - $47.5K
|
1.86K
$603K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-196- 0.26% |
$43.5K - $47.8K
|
75.8K
$24.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-211- 6.9% |
$46.8K - $51.4K
|
2.85K
$924K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-215- 7.46% |
$47.7K - $52.4K
|
2.67K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-216- 3.68% |
$47.9K - $52.6K
|
5.66K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-218- 5.08% |
$48.4K - $53.1K
|
4.08K
$1.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-220- 3.67% |
$48.8K - $53.6K
|
5.78K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-222- 2.18% |
$49.3K - $54.1K
|
9.97K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-223- 11.24% |
$49.5K - $54.4K
|
1.76K
$572K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-225- 66.77% |
$49.9K - $54.8K
|
112
$36.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-227- 7.55% |
$50.4K - $55.3K
|
2.78K
$904K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-230- 6.02% |
$51K - $56.1K
|
3.59K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-232- 6.34% |
$51.5K - $56.5K
|
3.43K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-233- 14.81% |
$51.7K - $56.8K
|
1.34K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-235- 0.54% |
$52.1K - $57.3K
|
43.4K
$14.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-235- 11.51% |
$52.1K - $57.3K
|
1.81K
$587K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-235- 6.36% |
$52.1K - $57.3K
|
3.46K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-237- 1.2% |
$52.6K - $57.8K
|
19.6K
$6.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-242- 12.67% |
$53.7K - $59K
|
1.67K
$542K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-251- 3.65% |
$55.7K - $61.2K
|
6.63K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-256- 6.52% |
$56.8K - $62.4K
|
3.67K
$1.19M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-267- 5.32% |
$59.2K - $65.1K
|
4.76K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-267- 0.63% |
$59.2K - $65.1K
|
42K
$13.7M
|