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 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.21% |
$835 - $922
|
1.89K
$634K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.31% |
$626 - $692
|
969
$325K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.02K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3+ 0.38% |
$626 - $692
|
788
$265K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.04K
$348K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$626 - $692
|
1.61K
$540K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.07% |
$626 - $692
|
4.41K
$1.48M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3+ 0.27% |
$626 - $692
|
1.11K
$373K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.17% |
$626 - $692
|
1.75K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3+ 0.11% |
$626 - $692
|
2.77K
$930K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$418 - $461
|
29.5K
$9.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$418 - $461
|
1.12K
$376K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.0% |
$418 - $461
|
61.2K
$20.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$418 - $461
|
1.77K
$596K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$418 - $461
|
8.06K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.21% |
$418 - $461
|
966
$324K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.2% |
$418 - $461
|
1.02K
$341K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2+ 0.04% |
$418 - $461
|
5.01K
$1.68M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.03% |
$418 - $461
|
6.63K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.18% |
$418 - $461
|
1.12K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.31% |
$418 - $461
|
645
$217K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$418 - $461
|
1.32K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$209 - $231
|
5.34K
$1.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$209 - $231
|
9.5K
$3.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$209 - $231
|
8.56K
$2.88M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.13% |
$209 - $231
|
795
$267K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$209 - $231
|
3.34K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$209 - $231
|
4.12K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$209 - $231
|
139
$46.7K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1+ 0.02% |
$209 - $231
|
4.03K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$209 - $231
|
71
$23.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.76% |
$209 - $231
|
132
$44.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3- 0.04% |
$626 - $692
|
7.37K
$2.47M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.27% |
$835 - $922
|
1.49K
$499K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4- 0.25% |
$835 - $922
|
1.61K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5- 0.03% |
$1.04K - $1.15K
|
17.8K
$5.96M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-5- 0.35% |
$1.04K - $1.15K
|
1.42K
$476K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-7- 0.38% |
$1.46K - $1.61K
|
1.83K
$613K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 8.0% |
$1.67K - $1.84K
|
92
$30.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-8- 7.69% |
$1.67K - $1.84K
|
96
$32.2K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.22% |
$1.88K - $2.07K
|
4.04K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9- 18.75% |
$1.88K - $2.07K
|
39
$13.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.11% |
$2.09K - $2.31K
|
889
$298K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.87% |
$2.09K - $2.31K
|
1.14K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10- 0.9% |
$2.09K - $2.31K
|
1.1K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-11- 0.3% |
$2.3K - $2.54K
|
3.64K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12- 0.08% |
$2.51K - $2.77K
|
14.5K
$4.85M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12- 0.2% |
$2.51K - $2.77K
|
5.84K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-13- 0.01% |
$2.71K - $3K
|
141K
$47.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 1.12% |
$2.92K - $3.23K
|
1.24K
$415K
|