Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 79.32% |
$3.06M - $3.38M
|
3.83K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.9K- 32.49% |
$3.11M - $3.44M
|
31K
$10.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15.2K- 50.46% |
$3.17M - $3.5M
|
14.9K
$4.95M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-15.6K- 0.96% |
$3.26M - $3.6M
|
1.61M
$533M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.7K- 5.83% |
$3.48M - $3.84M
|
269K
$89.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 2.36% |
$3.48M - $3.84M
|
690K
$229M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-16.8K- 34.47% |
$3.5M - $3.87M
|
31.9K
$10.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-17.6K- 20.91% |
$3.67M - $4.05M
|
66.4K
$22.1M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-23.3K- 25.16% |
$4.87M - $5.37M
|
69.3K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.2K- 57.86% |
$5.06M - $5.59M
|
17.7K
$5.86M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24.5K- 2.02% |
$5.11M - $5.64M
|
1.19M
$394M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-24.5K- 20.84% |
$5.12M - $5.66M
|
93.2K
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-25.7K- 84.01% |
$5.36M - $5.92M
|
4.89K
$1.62M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-25.9K- 90.1% |
$5.4M - $5.96M
|
2.84K
$942K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-25.9K- 90.1% |
$5.4M - $5.96M
|
2.84K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26.8K- 10.47% |
$5.6M - $6.18M
|
229K
$76.1M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-27.5K- 25.55% |
$5.74M - $6.34M
|
80.2K
$26.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-32.9K- 22.84% |
$6.86M - $7.58M
|
111K
$36.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.2K- 59.98% |
$6.94M - $7.66M
|
22.2K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-34.2K- 58.51% |
$7.13M - $7.87M
|
24.2K
$8.04M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 99.56% |
$7.58M - $8.37M
|
162
$53.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-36.6K- 7.91% |
$7.64M - $8.44M
|
426K
$141M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-40.1K- 58.21% |
$8.37M - $9.24M
|
28.8K
$9.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.6K- 17.4% |
$8.89M - $9.82M
|
202K
$67.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-53.2K- 93.56% |
$11.1M - $12.3M
|
3.66K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.5K- 40.1% |
$11.4M - $12.6M
|
81.4K
$27M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-55.1K- 8.21% |
$11.5M - $12.7M
|
616K
$204M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-64.4K- 10.32% |
$13.4M - $14.8M
|
559K
$186M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.1K- 4.88% |
$14.2M - $15.7M
|
1.33M
$440M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-69.3K- 69.41% |
$14.5M - $16M
|
30.5K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-70.5K- 28.35% |
$14.7M - $16.3M
|
178K
$59.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-74.4K- 37.7% |
$15.5M - $17.1M
|
123K
$40.8M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-98.1K- 7.69% |
$20.5M - $22.6M
|
1.18M
$391M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-101K- 39.48% |
$21.1M - $23.3M
|
155K
$51.5M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-108K- 22.78% |
$22.5M - $24.8M
|
365K
$121M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-116K- 14.9% |
$24.3M - $26.8M
|
663K
$220M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-139K- 4.53% |
$29.1M - $32.1M
|
2.93M
$973M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-219K- 99.9% |
$45.8M - $50.6M
|
217
$72K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-223K- 38.49% |
$46.5M - $51.3M
|
356K
$118M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-239K- 10.9% |
$50M - $55.2M
|
1.96M
$650M
|
|
|
Apr 28, 2023
Q1 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-307K- 19.39% |
$64.1M - $70.8M
|
1.28M
$424M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-333K- 41.12% |
$69.6M - $76.8M
|
477K
$158M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-409K- 38.95% |
$85.4M - $94.3M
|
641K
$213M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-420K- 53.07% |
$87.7M - $96.8M
|
371K
$123M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-488K- 26.19% |
$102M - $112M
|
1.38M
$457M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-526K- 54.77% |
$110M - $121M
|
435K
$144M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-998K- 83.18% |
$208M - $230M
|
202K
$67M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.01M- 17.44% |
$212M - $234M
|
4.8M
$1.59B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.39M- 28.5% |
$290M - $320M
|
3.48M
$1.16B
|