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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
437New |
$91.2K - $101K
|
437
$145K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
430+ 1.68% |
$89.8K - $99.1K
|
26K
$8.64M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
413+ 1.08% |
$86.2K - $95.2K
|
38.7K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
412+ 26.84% |
$86K - $95K
|
1.95K
$646K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
409+ 43.19% |
$85.4K - $94.3K
|
1.36K
$450K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
408+ 3.93% |
$85.2K - $94.1K
|
10.8K
$3.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
405+ 0.4% |
$84.6K - $93.4K
|
103K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
405+ 54.0% |
$84.6K - $93.4K
|
1.16K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
401+ 0.23% |
$83.7K - $92.5K
|
172K
$57.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
368+ 23.87% |
$76.8K - $84.8K
|
1.91K
$634K
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
346+ 30.32% |
$72.2K - $79.8K
|
1.49K
$494K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
344+ 5.82% |
$71.8K - $79.3K
|
6.26K
$2.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
341+ 6.17% |
$71.2K - $78.6K
|
5.87K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
340+ 4.78% |
$71K - $78.4K
|
7.45K
$2.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
BUY
|
- |
340+ 5.42% |
$71K - $78.4K
|
6.62K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
337New |
$70.4K - $77.7K
|
337
$112K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
336+ 1.67% |
$70.2K - $77.5K
|
20.5K
$6.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
332+ 1.91% |
$69.3K - $76.5K
|
17.7K
$5.87M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
327+ 5.0% |
$68.3K - $75.4K
|
6.87K
$2.28M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
327+ 1.71% |
$68.3K - $75.4K
|
19.4K
$6.45M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
324+ 9.99% |
$67.6K - $74.7K
|
3.57K
$1.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
308New |
$64.3K - $71K
|
308
$102K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
308+ 22.0% |
$64.3K - $71K
|
1.71K
$567K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
300+ 6.39% |
$62.6K - $69.2K
|
5K
$1.66M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
286+ 23.16% |
$59.7K - $65.9K
|
1.52K
$505K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
279+ 6.41% |
$58.2K - $64.3K
|
4.63K
$1.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
275+ 10.37% |
$57.4K - $63.4K
|
2.93K
$971K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
272+ 1.2% |
$56.8K - $62.7K
|
23K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
271+ 1.9% |
$56.6K - $62.5K
|
14.5K
$4.83M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
270+ 7.84% |
$56.4K - $62.2K
|
3.72K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
243+ 0.74% |
$50.7K - $56K
|
33K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
234+ 8.07% |
$48.9K - $53.9K
|
3.14K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
218+ 12.49% |
$45.5K - $50.3K
|
1.96K
$652K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
216+ 3.48% |
$45.1K - $49.8K
|
6.43K
$2.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
208+ 3.45% |
$43.4K - $48K
|
6.23K
$2.07M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
202+ 16.08% |
$42.2K - $46.6K
|
1.46K
$484K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
200New |
$41.8K - $46.1K
|
200
$66.4K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
199+ 0.45% |
$41.5K - $45.9K
|
44.1K
$14.6M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
198+ 14.45% |
$41.3K - $45.6K
|
1.57K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
190New |
$39.7K - $43.8K
|
190
$63.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
189+ 33.16% |
$39.5K - $43.6K
|
759
$252K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
185New |
$38.6K - $42.7K
|
185
$61.4K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 5.01% |
$38.2K - $42.2K
|
3.84K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
180+ 4.62% |
$37.6K - $41.5K
|
4.08K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
176New |
$36.7K - $40.6K
|
176
$58.4K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
170+ 6.22% |
$35.5K - $39.2K
|
2.91K
$964K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
157+ 5.5% |
$32.8K - $36.2K
|
3.01K
$999K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148+ 43.15% |
$30.9K - $34.1K
|
491
$163K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147+ 153.13% |
$30.7K - $33.9K
|
243
$80.7K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 13.44% |
$30.3K - $33.4K
|
1.22K
$406K
|