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
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21+ 0.33% |
$4.38K - $4.84K
|
6.36K
$2.14M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.54% |
$4.18K - $4.61K
|
3.69K
$1.24M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19+ 0.22% |
$3.97K - $4.38K
|
8.5K
$2.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 2.14% |
$3.97K - $4.38K
|
906
$304K
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.25% |
$3.97K - $4.38K
|
7.52K
$2.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
18+ 0.37% |
$3.76K - $4.15K
|
4.91K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 0.36% |
$3.76K - $4.15K
|
5.04K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17New |
$3.55K - $3.92K
|
17
$5.71K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 0.41% |
$3.55K - $3.92K
|
4.21K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17+ 1.48% |
$3.55K - $3.92K
|
1.16K
$390K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.18% |
$3.55K - $3.92K
|
9.37K
$3.15M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
16+ 0.03% |
$3.34K - $3.69K
|
50.5K
$16.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.1% |
$3.13K - $3.46K
|
15.7K
$5.27M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.27% |
$2.92K - $3.23K
|
5.24K
$1.76M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$2.51K - $2.77K
|
3.08K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.29% |
$2.51K - $2.77K
|
4.2K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.37% |
$2.51K - $2.77K
|
3.23K
$1.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
11+ 0.14% |
$2.3K - $2.54K
|
7.91K
$2.66M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 20.83% |
$2.09K - $2.31K
|
58
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.38% |
$2.09K - $2.31K
|
2.61K
$876K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
9+ 0.15% |
$1.88K - $2.07K
|
6.15K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9+ 0.31% |
$1.88K - $2.07K
|
2.92K
$981K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9+ 0.1% |
$1.88K - $2.07K
|
9K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8+ 0.12% |
$1.67K - $1.84K
|
6.88K
$2.31M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.29% |
$1.67K - $1.84K
|
2.75K
$925K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$1.67K - $1.84K
|
4.92K
$1.65M
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.36% |
$1.67K - $1.84K
|
2.26K
$757K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
8+ 0.16% |
$1.67K - $1.84K
|
4.91K
$1.65M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8+ 0.2% |
$1.67K - $1.84K
|
4.1K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.06% |
$1.46K - $1.61K
|
11.1K
$3.73M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$1.25K - $1.38K
|
3.85K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$1.25K - $1.38K
|
4.44K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.11% |
$1.25K - $1.38K
|
5.71K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6+ 0.37% |
$1.25K - $1.38K
|
1.62K
$545K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 0.08% |
$1.25K - $1.38K
|
7.36K
$2.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
6+ 0.29% |
$1.25K - $1.38K
|
2.05K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.08% |
$1.25K - $1.38K
|
7.37K
$2.47M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.21% |
$1.25K - $1.38K
|
2.89K
$969K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.35% |
$1.04K - $1.15K
|
1.42K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
5+ 0.17% |
$1.04K - $1.15K
|
2.87K
$965K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.25% |
$1.04K - $1.15K
|
2.04K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.14% |
$1.04K - $1.15K
|
3.6K
$1.21M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.04K - $1.15K
|
4.77K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5+ 0.41% |
$1.04K - $1.15K
|
1.21K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.04K - $1.15K
|
2.94K
$985K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5+ 0.23% |
$1.04K - $1.15K
|
2.2K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.34% |
$1.04K - $1.15K
|
1.48K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.39% |
$835 - $922
|
1.02K
$343K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.27% |
$835 - $922
|
1.46K
$491K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.25% |
$835 - $922
|
1.59K
$535K
|