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
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.8K- 63.88% |
$2.61M - $2.87M
|
6.66K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 6.19% |
$2.63M - $2.89M
|
180K
$58.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-13K- 1.1% |
$2.88M - $3.16M
|
1.16M
$378M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 42.22% |
$2.96M - $3.25M
|
18.2K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.5K- 0.41% |
$3.21M - $3.52M
|
3.47M
$1.13B
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 3.55% |
$3.64M - $3.99M
|
445K
$145M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-17.3K- 10.75% |
$3.85M - $4.23M
|
144K
$46.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-17.8K- 2.92% |
$3.94M - $4.33M
|
591K
$192M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.6K- 2.46% |
$4.12M - $4.52M
|
735K
$239M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-19.9K- 82.29% |
$4.42M - $4.86M
|
4.29K
$1.39M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 61.54% |
$4.85M - $5.33M
|
13.7K
$4.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 61.54% |
$4.85M - $5.33M
|
13.7K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.2K- 0.85% |
$5.15M - $5.66M
|
2.69M
$876M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-24.4K- 0.84% |
$5.41M - $5.94M
|
2.87M
$934M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-24.6K- 9.91% |
$5.46M - $6M
|
224K
$72.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-27.5K- 22.37% |
$6.1M - $6.7M
|
95.4K
$31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.2K- 15.41% |
$6.91M - $7.59M
|
171K
$55.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-34.8K- 8.17% |
$7.72M - $8.48M
|
391K
$127M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.5K- 23.6% |
$7.88M - $8.66M
|
115K
$37.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-35.7K- 52.63% |
$7.91M - $8.69M
|
32.1K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36K- 5.22% |
$7.99M - $8.78M
|
654K
$213M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.5K- 8.39% |
$8.09M - $8.89M
|
398K
$129M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-39K- 70.7% |
$8.64M - $9.5M
|
16.1K
$5.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.5K- 15.45% |
$8.77M - $9.64M
|
216K
$70.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-53.7K- 30.14% |
$11.9M - $13.1M
|
125K
$40.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-61K- 49.92% |
$13.5M - $14.9M
|
61.2K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62.7K- 4.56% |
$13.9M - $15.3M
|
1.31M
$427M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-110K- 91.93% |
$24.5M - $26.9M
|
9.69K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-130K- 7.12% |
$28.9M - $31.8M
|
1.7M
$553M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-130K- 7.12% |
$28.9M - $31.8M
|
1.7M
$553M
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-146K- 11.46% |
$32.4M - $35.6M
|
1.13M
$367M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-166K- 6.6% |
$36.8M - $40.5M
|
2.35M
$764M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-166K- 6.6% |
$36.8M - $40.5M
|
2.35M
$764M
|
|
|
Aug 11, 2023
Q2 2023
|
Geisinger Health
Danville, PA |
SELL
|
- |
-224K- 59.14% |
$49.7M - $54.6M
|
155K
$50.3M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-387K- 24.06% |
$85.8M - $94.2M
|
1.22M
$396M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-536K- 46.26% |
$119M - $131M
|
623K
$202M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-539K- 11.23% |
$120M - $131M
|
4.26M
$1.39B
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-576K- 93.61% |
$128M - $141M
|
39.3K
$12.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-580K- 99.59% |
$129M - $141M
|
2.37K
$771K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12M- 95.72% |
$248M - $273M
|
50.1K
$16.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.3M- 83.32% |
$5.16B - $5.67B
|
4.66M
$1.51B
|