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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.93K+ 22.55% |
$1.65M - $1.83M
|
43.1K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7.66K+ 4.45% |
$1.6M - $1.77M
|
180K
$55.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.65K+ 41.22% |
$1.6M - $1.76M
|
26.2K
$8.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.57K+ 259.5% |
$1.37M - $1.51M
|
9.1K
$2.82M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.54KNew |
$1.37M - $1.51M
|
6.54K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.46K+ 18.27% |
$1.35M - $1.49M
|
41.8K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
6.1K+ 275.76% |
$1.27M - $1.41M
|
8.31K
$2.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.84K+ 7.64% |
$1.22M - $1.35M
|
82.2K
$25.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
5.6K+ 47.79% |
$1.17M - $1.29M
|
17.3K
$5.37M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.56K+ 21.6% |
$1.16M - $1.28M
|
31.3K
$9.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
5.54K+ 0.69% |
$1.16M - $1.28M
|
814K
$252M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.43K+ 18.46% |
$1.13M - $1.25M
|
34.9K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.26KNew |
$1.1M - $1.21M
|
5.26K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01K+ 25.89% |
$1.05M - $1.16M
|
24.4K
$7.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.79K+ 2.29% |
$999K - $1.1M
|
214K
$66.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
4.69K+ 5.64% |
$979K - $1.08M
|
87.8K
$27.2M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.4KNew |
$919K - $1.02M
|
4.4K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.33K+ 3.65% |
$903K - $998K
|
123K
$38.1M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
4.07K+ 67.83% |
$850K - $938K
|
10.1K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.96K+ 153.64% |
$828K - $914K
|
6.54K
$2.03M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.73K+ 1.01% |
$778K - $859K
|
371K
$115M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.6K+ 309.65% |
$751K - $829K
|
4.76K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 2.96% |
$710K - $784K
|
119K
$36.7M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.28KNew |
$686K - $757K
|
3.28K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.28KNew |
$685K - $756K
|
3.28K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
3.2KNew |
$669K - $739K
|
3.2K
$993K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.19KNew |
$665K - $734K
|
3.19K
$987K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.09K+ 3.76% |
$646K - $713K
|
85.4K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.97K+ 2.09% |
$621K - $685K
|
145K
$45M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.87KNew |
$599K - $662K
|
2.87K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.79K+ 133.83% |
$582K - $643K
|
4.87K
$1.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
2.79K+ 4.26% |
$582K - $643K
|
68.3K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.77K+ 11.99% |
$578K - $638K
|
25.9K
$8.01M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
2.74KNew |
$571K - $631K
|
2.74K
$847K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.71K+ 6.33% |
$565K - $624K
|
45.5K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.71K+ 0.15% |
$565K - $624K
|
1.83M
$568M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.71K+ 0.15% |
$565K - $624K
|
1.83M
$568M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.59K+ 32.8% |
$541K - $598K
|
10.5K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.56KNew |
$534K - $589K
|
2.56K
$792K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.55KNew |
$532K - $588K
|
2.55K
$790K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.54K+ 7.92% |
$531K - $586K
|
34.6K
$10.7M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.47K+ 24740.0% |
$517K - $570K
|
2.48K
$770K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.36KNew |
$493K - $545K
|
2.36K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.36KNew |
$493K - $545K
|
2.36K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 15.97% |
$450K - $497K
|
15.6K
$4.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.1K+ 0.92% |
$438K - $484K
|
230K
$71.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.06K+ 11.29% |
$429K - $474K
|
20.3K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.02KNew |
$421K - $465K
|
2.02K
$625K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.95K+ 0.38% |
$408K - $450K
|
515K
$159M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.86K+ 5.39% |
$389K - $429K
|
36.4K
$11.3M
|