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 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.07K- 2.12% |
$237K - $260K
|
49.4K
$16.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.07K- 3.25% |
$238K - $261K
|
31.9K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.07K- 6.31% |
$238K - $262K
|
15.9K
$5.17M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.11K- 12.27% |
$246K - $271K
|
7.94K
$2.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-1.14K- 2.7% |
$252K - $277K
|
41K
$13.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.15K- 1.4% |
$254K - $280K
|
80.6K
$26.2M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.15K- 40.69% |
$256K - $281K
|
1.68K
$547K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.18K- 24.96% |
$262K - $288K
|
3.55K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.2K- 1.73% |
$266K - $292K
|
68K
$22.1M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 11.45% |
$266K - $292K
|
9.28K
$3.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 7.78% |
$277K - $305K
|
14.8K
$4.82M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.25K- 4.5% |
$277K - $305K
|
26.5K
$8.62M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.25K- 4.56% |
$277K - $305K
|
26.2K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.33K- 6.99% |
$294K - $323K
|
17.6K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.34K- 1.64% |
$297K - $326K
|
80K
$26M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.37K- 0.52% |
$305K - $335K
|
260K
$84.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.39K- 55.64% |
$308K - $338K
|
1.11K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 3.1% |
$312K - $343K
|
43.9K
$14.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.43K- 1.26% |
$316K - $348K
|
112K
$36.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.44K- 0.2% |
$319K - $351K
|
716K
$233M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.45K- 10.99% |
$321K - $352K
|
11.7K
$3.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 0.68% |
$322K - $354K
|
213K
$69.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.49K- 36.43% |
$329K - $362K
|
2.59K
$842K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-1.51K- 2.21% |
$335K - $368K
|
66.8K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.62K- 3.64% |
$360K - $395K
|
43K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.63K- 1.46% |
$361K - $396K
|
109K
$35.6M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
SELL
|
- |
-1.69K- 1.2% |
$374K - $411K
|
139K
$45.1M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.82K- 18.11% |
$404K - $444K
|
8.25K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.87K- 4.17% |
$414K - $455K
|
42.9K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.88K- 15.1% |
$416K - $457K
|
10.5K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.94K- 15.9% |
$431K - $473K
|
10.3K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.95K- 6.96% |
$431K - $474K
|
26K
$8.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.99K- 2.69% |
$442K - $486K
|
72.2K
$23.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 29.11% |
$444K - $488K
|
4.87K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2K- 4.49% |
$444K - $488K
|
42.6K
$13.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2K- 2.64% |
$444K - $488K
|
73.9K
$24M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.02K- 1.73% |
$448K - $492K
|
115K
$37.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.03K- 29.23% |
$450K - $494K
|
4.91K
$1.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-2.03K- 2.32% |
$451K - $496K
|
85.8K
$27.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.27K- 7.11% |
$503K - $553K
|
29.6K
$9.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.29K- 3.17% |
$507K - $557K
|
69.8K
$22.7M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.3K- 0.63% |
$510K - $561K
|
360K
$117M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 24.22% |
$511K - $561K
|
7.2K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.31K- 3.0% |
$512K - $563K
|
74.6K
$24.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.32K- 2.83% |
$515K - $566K
|
79.9K
$25.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.35K- 1.91% |
$522K - $574K
|
121K
$39.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 10.42% |
$532K - $585K
|
20.6K
$6.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.45K- 1.86% |
$544K - $598K
|
129K
$42M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.47K- 60.06% |
$547K - $601K
|
1.64K
$533K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.47K- 81.72% |
$548K - $603K
|
553
$180K
|