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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-44- 3.97% |
$9.76K - $10.7K
|
1.06K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-44- 4.47% |
$9.76K - $10.7K
|
941
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-44- 0.5% |
$9.76K - $10.7K
|
8.79K
$2.92M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-45- 0.18% |
$9.98K - $11K
|
25.5K
$8.45M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-45- 0.18% |
$9.98K - $11K
|
25.5K
$8.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-45- 0.09% |
$9.98K - $11K
|
51.5K
$17.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 1.89% |
$9.98K - $11K
|
2.33K
$774K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-45- 3.41% |
$9.98K - $11K
|
1.28K
$424K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-48- 50.0% |
$10.6K - $11.7K
|
48
$15.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-49- 8.54% |
$10.9K - $11.9K
|
525
$174K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50- 3.21% |
$11.1K - $12.2K
|
1.51K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-50- 1.0% |
$11.1K - $12.2K
|
4.95K
$1.64M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-50- 1.24% |
$11.1K - $12.2K
|
3.99K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-50- 1.09% |
$11.1K - $12.2K
|
4.55K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50- 3.21% |
$11.1K - $12.2K
|
1.51K
$500K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-50- 2.22% |
$11.1K - $12.2K
|
2.21K
$732K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-51- 4.11% |
$11.3K - $12.4K
|
1.19K
$395K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-52- 0.12% |
$11.5K - $12.7K
|
41.8K
$13.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-53- 0.09% |
$11.8K - $12.9K
|
61.2K
$20.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-53- 1.66% |
$11.8K - $12.9K
|
3.13K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 23.46% |
$12.6K - $13.9K
|
186
$61.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-58- 1.36% |
$12.9K - $14.1K
|
4.22K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-58- 0.97% |
$12.9K - $14.1K
|
5.93K
$1.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-61- 0.85% |
$13.5K - $14.9K
|
7.11K
$2.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-62- 0.21% |
$13.8K - $15.1K
|
29.7K
$9.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.74% |
$14.2K - $15.6K
|
8.59K
$2.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-64- 0.71% |
$14.2K - $15.6K
|
8.95K
$2.97M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-64- 0.18% |
$14.2K - $15.6K
|
34.8K
$11.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-65- 1.79% |
$14.4K - $15.8K
|
3.57K
$1.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-67- 3.56% |
$14.9K - $16.3K
|
1.82K
$603K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-68- 3.75% |
$15.1K - $16.6K
|
1.74K
$579K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-71- 0.36% |
$15.8K - $17.3K
|
19.5K
$6.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-72- 0.14% |
$16K - $17.5K
|
51.3K
$17M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-73- 2.94% |
$16.2K - $17.8K
|
2.41K
$800K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-74- 21.57% |
$16.4K - $18K
|
269
$89.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.49% |
$16.6K - $18.3K
|
15.3K
$5.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-79- 0.04% |
$17.5K - $19.3K
|
177K
$58.8M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 13.22% |
$17.7K - $19.5K
|
525
$174K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-87- 1.67% |
$19.3K - $21.2K
|
5.12K
$1.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 0.53% |
$19.5K - $21.4K
|
16.6K
$5.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-92- 2.81% |
$20.4K - $22.4K
|
3.19K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-96- 2.58% |
$21.3K - $23.4K
|
3.62K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-96- 1.3% |
$21.3K - $23.4K
|
7.3K
$2.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-98- 2.03% |
$21.7K - $23.9K
|
4.73K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100- 30.58% |
$22.2K - $24.4K
|
227
$75.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 1.07% |
$22.2K - $24.4K
|
9.22K
$3.06M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-100- 1.78% |
$22.2K - $24.4K
|
5.52K
$1.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-103- 0.94% |
$22.9K - $25.1K
|
10.9K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-104- 2.5% |
$23.1K - $25.3K
|
4.05K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-110- 63.58% |
$24.4K - $26.8K
|
63
$20.9K
|