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
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.8K- 16.29% |
$794K - $877K
|
19.6K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.82K- 4.72% |
$797K - $880K
|
77K
$25.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.92K- 59.26% |
$819K - $904K
|
2.7K
$906K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.08K- 96.05% |
$852K - $941K
|
168
$56.4K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.36K- 17.11% |
$909K - $1M
|
21.1K
$7.08M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.41K- 4.18% |
$921K - $1.02M
|
101K
$33.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.52K- 2.56% |
$944K - $1.04M
|
172K
$57.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.53K- 22.14% |
$946K - $1.04M
|
15.9K
$5.35M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.54K- 3.3% |
$947K - $1.05M
|
133K
$44.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.55K- 94.42% |
$950K - $1.05M
|
269
$90.3K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.77K- 3.92% |
$995K - $1.1M
|
117K
$39.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.78K- 3.51% |
$998K - $1.1M
|
132K
$44.2M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.92K- 11.88% |
$1.03M - $1.13M
|
36.5K
$12.3M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-4.92K- 15.52% |
$1.03M - $1.14M
|
26.8K
$9M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.96K- 31.03% |
$1.03M - $1.14M
|
11K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.04K- 38.99% |
$1.05M - $1.16M
|
7.89K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.19K- 18.87% |
$1.08M - $1.2M
|
22.3K
$7.49M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5.28K- 0.78% |
$1.1M - $1.22M
|
667K
$224M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.32K- 1.44% |
$1.11M - $1.23M
|
363K
$122M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 38.57% |
$1.13M - $1.25M
|
8.65K
$2.91M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.54K- 0.73% |
$1.16M - $1.28M
|
754K
$253M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.56K- 17.76% |
$1.16M - $1.28M
|
25.7K
$8.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.64K- 31.4% |
$1.18M - $1.3M
|
12.3K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.82K- 25.5% |
$1.21M - $1.34M
|
17K
$5.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-6.2K- 11.94% |
$1.29M - $1.43M
|
45.7K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.43K- 2.42% |
$1.34M - $1.48M
|
259K
$87M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.43K- 63.52% |
$1.34M - $1.48M
|
3.7K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6.44K- 1.73% |
$1.34M - $1.48M
|
365K
$123M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.54K- 6.6% |
$1.36M - $1.51M
|
92.5K
$31.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.15K- 2.58% |
$1.49M - $1.65M
|
270K
$90.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-7.61K- 36.81% |
$1.59M - $1.75M
|
13.1K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.61K- 52.04% |
$1.59M - $1.75M
|
7.01K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-8.03K- 6.11% |
$1.68M - $1.85M
|
123K
$41.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-8.55K- 1.04% |
$1.79M - $1.97M
|
815K
$274M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.91K- 37.75% |
$1.86M - $2.05M
|
14.7K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-9.18K- 78.64% |
$1.92M - $2.12M
|
2.49K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-9.35K- 75.53% |
$1.95M - $2.16M
|
3.03K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.46K- 12.27% |
$1.98M - $2.18M
|
67.6K
$22.7M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-9.47K- 1.25% |
$1.98M - $2.18M
|
749K
$252M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.7K- 96.49% |
$2.02M - $2.24M
|
353
$119K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.9K- 37.73% |
$2.07M - $2.28M
|
16.3K
$5.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-9.92K- 6.43% |
$2.07M - $2.29M
|
144K
$48.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10K- 7.31% |
$2.09M - $2.31M
|
127K
$42.6M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 7.18% |
$2.25M - $2.49M
|
140K
$46.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 12.08% |
$2.25M - $2.49M
|
78.6K
$26.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-12.3K- 27.71% |
$2.56M - $2.83M
|
32K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-12.5K- 85.98% |
$2.6M - $2.87M
|
2.03K
$682K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12.6K- 2.24% |
$2.62M - $2.89M
|
547K
$184M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.8K- 7.56% |
$2.66M - $2.94M
|
156K
$52.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.8K- 35.68% |
$2.89M - $3.19M
|
25K
$8.38M
|