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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-271- 1.16% |
$60.1K - $66.1K
|
23.1K
$7.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-276- 8.87% |
$61.2K - $67.3K
|
2.83K
$921K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-280- 0.57% |
$62.1K - $68.2K
|
49.1K
$16M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-284- 6.01% |
$63K - $69.2K
|
4.44K
$1.44M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-290- 10.21% |
$64.3K - $70.7K
|
2.55K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-290- 10.21% |
$64.3K - $70.7K
|
2.55K
$828K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-291- 0.8% |
$64.6K - $70.9K
|
36.1K
$11.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-297- 1.12% |
$65.9K - $72.4K
|
26.2K
$8.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-303- 0.96% |
$67.2K - $73.9K
|
31.4K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-318- 4.02% |
$70.5K - $77.5K
|
7.6K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-320- 0.29% |
$71K - $78K
|
111K
$36M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-321- 0.4% |
$71.2K - $78.2K
|
79.8K
$25.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-325- 1.99% |
$72.1K - $79.2K
|
16K
$5.2M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-335- 14.41% |
$74.3K - $81.7K
|
1.99K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-342- 0.93% |
$75.9K - $83.4K
|
36.5K
$11.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-344- 5.5% |
$76.3K - $83.8K
|
5.91K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-346- 1.96% |
$76.8K - $84.3K
|
17.4K
$5.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-353- 0.15% |
$78.3K - $86K
|
230K
$74.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-356- 1.06% |
$79K - $86.8K
|
33.1K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-362- 4.56% |
$80.3K - $88.2K
|
7.58K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-364- 13.88% |
$80.8K - $88.7K
|
2.26K
$734K
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-365- 0.67% |
$81K - $89K
|
54.5K
$17.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-365- 0.54% |
$81K - $89K
|
67.4K
$21.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-370- 28.95% |
$82.1K - $90.2K
|
908
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-383- 3.39% |
$85K - $93.4K
|
10.9K
$3.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-388- 2.14% |
$86.1K - $94.6K
|
17.7K
$5.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-398- 1.15% |
$88.3K - $97K
|
34.2K
$11.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-400- 13.79% |
$88.7K - $97.5K
|
2.5K
$812K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-406- 5.51% |
$90.1K - $99K
|
6.96K
$2.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-418- 1.23% |
$92.7K - $102K
|
33.6K
$10.9M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-423- 6.03% |
$93.8K - $103K
|
6.59K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-428- 1.63% |
$95K - $104K
|
25.8K
$8.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-430- 18.2% |
$95.4K - $105K
|
1.93K
$628K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-434- 1.38% |
$96.3K - $106K
|
31K
$10.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-436- 11.87% |
$96.7K - $106K
|
3.24K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-437- 4.86% |
$96.9K - $107K
|
8.56K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-438- 1.63% |
$97.2K - $107K
|
26.4K
$8.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 1.81% |
$97.6K - $107K
|
23.9K
$7.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-443- 0.19% |
$98.3K - $108K
|
234K
$76.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-446- 10.89% |
$98.9K - $109K
|
3.65K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-459- 10.34% |
$102K - $112K
|
3.98K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-463- 2.82% |
$103K - $113K
|
16K
$5.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-465- 1.06% |
$103K - $113K
|
43.5K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-477- 1.06% |
$106K - $116K
|
44.7K
$14.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-480- 4.26% |
$106K - $117K
|
10.8K
$3.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-487- 14.82% |
$108K - $119K
|
2.8K
$910K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-489- 5.55% |
$108K - $119K
|
8.32K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-498- 5.37% |
$110K - $121K
|
8.78K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-500- 14.02% |
$111K - $122K
|
3.07K
$996K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-506- 4.39% |
$112K - $123K
|
11K
$3.58M
|