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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.47K- 60.06% |
$547K - $601K
|
1.64K
$544K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.47K- 81.72% |
$548K - $603K
|
553
$184K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.48K- 3.16% |
$549K - $603K
|
75.9K
$25.2M
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.59K- 14.11% |
$575K - $632K
|
15.8K
$5.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.64K- 2.22% |
$585K - $642K
|
116K
$38.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.66K- 11.99% |
$590K - $648K
|
19.5K
$6.48M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.7K- 22.46% |
$599K - $659K
|
9.33K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.83K- 3.58% |
$627K - $689K
|
76.1K
$25.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.83K- 0.76% |
$627K - $689K
|
368K
$122M
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-2.85K- 9.04% |
$633K - $695K
|
28.7K
$9.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-2.93K- 2.19% |
$650K - $714K
|
130K
$43.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3K- 5.65% |
$666K - $732K
|
50.1K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.03K- 9.5% |
$673K - $739K
|
28.9K
$9.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 1.63% |
$730K - $802K
|
199K
$65.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.33K- 19.79% |
$739K - $811K
|
13.5K
$4.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.33K- 83.13% |
$739K - $812K
|
676
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 51.45% |
$747K - $821K
|
3.18K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.38K- 62.47% |
$750K - $824K
|
2.03K
$674K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.41K- 20.73% |
$756K - $830K
|
13K
$4.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.48K- 8.11% |
$771K - $847K
|
39.4K
$13.1M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.55K- 32.2% |
$788K - $866K
|
7.48K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.58K- 1.38% |
$794K - $872K
|
256K
$84.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.69K- 62.6% |
$818K - $899K
|
2.2K
$731K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.72K- 12.46% |
$824K - $905K
|
26.1K
$8.66M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.92K- 12.83% |
$869K - $955K
|
26.6K
$8.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-4.32K- 1.97% |
$958K - $1.05M
|
215K
$71.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.33K- 16.53% |
$961K - $1.06M
|
21.9K
$7.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-4.48K- 0.55% |
$993K - $1.09M
|
810K
$269M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.5K- 18.02% |
$998K - $1.1M
|
20.5K
$6.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.55K- 5.68% |
$1.01M - $1.11M
|
75.6K
$25.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5.08K- 2.77% |
$1.13M - $1.24M
|
178K
$59.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-5.12K- 1.4% |
$1.14M - $1.25M
|
360K
$119M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.36K- 22.96% |
$1.19M - $1.31M
|
18K
$5.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.48K- 4.13% |
$1.22M - $1.34M
|
127K
$42.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.21K- 19.86% |
$1.38M - $1.51M
|
25.1K
$8.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-6.35K- 15.22% |
$1.41M - $1.55M
|
35.4K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.38K- 59.96% |
$1.42M - $1.56M
|
4.26K
$1.41M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.41K- 0.51% |
$1.42M - $1.56M
|
1.26M
$419M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.46K- 49.47% |
$1.43M - $1.57M
|
6.6K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.7K- 3.9% |
$1.49M - $1.63M
|
165K
$54.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.76K- 0.83% |
$1.5M - $1.65M
|
807K
$268M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.85K- 5.87% |
$1.52M - $1.67M
|
110K
$36.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.9K- 1.26% |
$1.53M - $1.68M
|
540K
$179M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.29K- 2.7% |
$1.62M - $1.78M
|
263K
$87.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-7.35K- 73.12% |
$1.63M - $1.79M
|
2.7K
$897K
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-7.63K- 44.08% |
$1.69M - $1.86M
|
9.69K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.38K- 1.25% |
$2.08M - $2.29M
|
740K
$246M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.95K- 7.13% |
$2.21M - $2.42M
|
130K
$43M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.6K- 1.59% |
$2.36M - $2.59M
|
657K
$218M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-10.6K- 3.88% |
$2.36M - $2.59M
|
264K
$87.6M
|