Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.42K- 9.36% |
$566K - $609K
|
23.4K
$7.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.5K- 37.93% |
$586K - $631K
|
4.09K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.54K- 32.86% |
$595K - $642K
|
5.2K
$1.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-2.55K- 2.1% |
$596K - $642K
|
118K
$38.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-2.55K- 52.38% |
$596K - $643K
|
2.32K
$753K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.57K- 1.78% |
$601K - $648K
|
141K
$46M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.59K- 2.57% |
$605K - $652K
|
98.2K
$31.9M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-2.66K- 3.98% |
$622K - $671K
|
64.1K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.76K- 3.74% |
$646K - $696K
|
71.1K
$23.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-3.04K- 8.61% |
$712K - $768K
|
32.3K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 1.44% |
$718K - $774K
|
210K
$68.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.09K- 43.08% |
$723K - $778K
|
4.08K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.11K- 4.61% |
$728K - $784K
|
64.4K
$20.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.12K- 2.81% |
$730K - $787K
|
108K
$35M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.22K- 1.81% |
$753K - $811K
|
175K
$56.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.32K- 6.69% |
$776K - $836K
|
46.3K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 7.8% |
$801K - $863K
|
40.5K
$13.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.54K- 5.05% |
$828K - $892K
|
66.6K
$21.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.55K- 53.2% |
$830K - $894K
|
3.12K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.58K- 5.38% |
$837K - $902K
|
62.8K
$20.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.61K- 17.66% |
$845K - $911K
|
16.8K
$5.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.63K- 15.89% |
$849K - $915K
|
19.2K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.04K- 3.17% |
$945K - $1.02M
|
123K
$40.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 2.1% |
$976K - $1.05M
|
194K
$63.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.31K- 1.88% |
$1.01M - $1.09M
|
225K
$73.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-4.48K- 7.32% |
$1.05M - $1.13M
|
56.7K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.5K- 3.61% |
$1.05M - $1.13M
|
120K
$39M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.55K- 2.83% |
$1.06M - $1.15M
|
156K
$50.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 7.01% |
$1.11M - $1.19M
|
62.7K
$20.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-4.83K- 5.64% |
$1.13M - $1.22M
|
80.9K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.09K- 6.69% |
$1.19M - $1.28M
|
71K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.55K- 7.34% |
$1.3M - $1.4M
|
70.1K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.68K- 1.61% |
$1.33M - $1.43M
|
347K
$113M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.91K- 2.25% |
$1.38M - $1.49M
|
257K
$83.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-5.99K- 38.26% |
$1.4M - $1.51M
|
9.67K
$3.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-6.53K- 28.41% |
$1.53M - $1.65M
|
16.5K
$5.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.87K- 0.85% |
$1.61M - $1.73M
|
803K
$261M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.22K- 2.83% |
$1.69M - $1.82M
|
248K
$80.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.64K- 65.15% |
$1.79M - $1.93M
|
4.08K
$1.33M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.85K- 1.2% |
$1.84M - $1.98M
|
646K
$210M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-9.47K- 63.49% |
$2.22M - $2.39M
|
5.45K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.77K- 1.65% |
$2.29M - $2.46M
|
581K
$189M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.4K- 56.4% |
$2.67M - $2.88M
|
8.84K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-13.6K- 1.84% |
$3.18M - $3.43M
|
726K
$236M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14K- 0.59% |
$3.27M - $3.53M
|
2.37M
$771M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-14.2K- 26.02% |
$3.32M - $3.58M
|
40.3K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16.8K- 7.29% |
$3.93M - $4.23M
|
213K
$69.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.5K- 9.46% |
$4.09M - $4.41M
|
167K
$54.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-17.7K- 2.19% |
$4.14M - $4.46M
|
789K
$256M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-18.7K- 36.53% |
$4.37M - $4.71M
|
32.5K
$10.5M
|