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 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-498- 5.37% |
$110K - $121K
|
8.78K
$2.95M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-500- 14.02% |
$111K - $122K
|
3.07K
$1.03M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-506- 4.39% |
$112K - $123K
|
11K
$3.7M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-506- 2.5% |
$112K - $123K
|
19.7K
$6.63M
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-524- 2.35% |
$116K - $128K
|
21.8K
$7.32M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-525- 7.52% |
$116K - $128K
|
6.45K
$2.17M
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-543- 0.15% |
$120K - $132K
|
355K
$119M
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-549- 11.54% |
$122K - $134K
|
4.21K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-551- 9.63% |
$122K - $134K
|
5.17K
$1.74M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-555- 13.2% |
$123K - $135K
|
3.65K
$1.23M
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-557- 2.72% |
$124K - $136K
|
19.9K
$6.69M
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-568- 2.51% |
$126K - $138K
|
22.1K
$7.4M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-572- 19.55% |
$127K - $139K
|
2.35K
$790K
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-573- 23.07% |
$127K - $140K
|
1.91K
$642K
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-577- 10.04% |
$128K - $141K
|
5.17K
$1.74M
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-604- 4.81% |
$134K - $147K
|
11.9K
$4.01M
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-628- 15.3% |
$139K - $153K
|
3.48K
$1.17M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-640- 23.5% |
$142K - $156K
|
2.08K
$699K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-644- 5.37% |
$143K - $157K
|
11.4K
$3.81M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-654- 40.05% |
$145K - $159K
|
979
$329K
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-658- 20.04% |
$146K - $160K
|
2.63K
$882K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-683- 3.43% |
$152K - $166K
|
19.2K
$6.46M
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-729- 4.45% |
$162K - $178K
|
15.7K
$5.26M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-730- 10.25% |
$162K - $178K
|
6.39K
$2.15M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-756- 8.89% |
$168K - $184K
|
7.74K
$2.6M
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-757- 1.92% |
$168K - $185K
|
38.6K
$13M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-762- 2.24% |
$169K - $186K
|
33.2K
$11.1M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-781- 25.78% |
$173K - $190K
|
2.25K
$755K
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-792- 9.88% |
$176K - $193K
|
7.22K
$2.42M
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-800- 47.09% |
$177K - $195K
|
899
$302K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-822- 14.29% |
$182K - $200K
|
4.93K
$1.66M
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-829- 11.87% |
$184K - $202K
|
6.16K
$2.07M
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-831- 0.48% |
$184K - $203K
|
171K
$57.5M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-833- 2.89% |
$185K - $203K
|
27.9K
$9.38M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-834- 0.57% |
$185K - $203K
|
145K
$48.5M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-844- 4.41% |
$187K - $206K
|
18.3K
$6.14M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-846- 2.22% |
$188K - $206K
|
37.3K
$12.5M
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-847- 2.42% |
$188K - $206K
|
34.2K
$11.5M
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-887- 24.19% |
$197K - $216K
|
2.78K
$933K
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-906- 51.48% |
$201K - $221K
|
854
$287K
|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-914- 17.39% |
$203K - $223K
|
4.34K
$1.46M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-914- 7.6% |
$203K - $223K
|
11.1K
$3.73M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-920- 10.22% |
$204K - $224K
|
8.08K
$2.71M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-942- 2.19% |
$209K - $230K
|
42K
$14.1M
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-949- 26.95% |
$211K - $231K
|
2.57K
$864K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-958- 7.41% |
$213K - $234K
|
12K
$4.02M
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-980- 5.12% |
$217K - $239K
|
18.2K
$6.1M
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-980- 5.12% |
$217K - $239K
|
18.2K
$6.1M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.02K- 0.99% |
$226K - $248K
|
102K
$34.3M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.02K- 54.37% |
$227K - $249K
|
857
$288K
|