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 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5- 0.21% |
$1.11K - $1.22K
|
2.34K
$786K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-5- 0.07% |
$1.11K - $1.22K
|
6.88K
$2.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6- 0.15% |
$1.33K - $1.46K
|
4.09K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 0.42% |
$1.33K - $1.46K
|
1.41K
$474K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6- 0.66% |
$1.33K - $1.46K
|
910
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6- 0.28% |
$1.33K - $1.46K
|
2.14K
$720K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
$1.55K - $1.71K
|
14.4K
$4.82M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8- 0.81% |
$1.77K - $1.95K
|
979
$329K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8- 0.9% |
$1.77K - $1.95K
|
881
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 0.25% |
$1.77K - $1.95K
|
3.21K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-9- 0.54% |
$2K - $2.19K
|
1.65K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.88% |
$2.22K - $2.44K
|
1.13K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-12- 1.58% |
$2.66K - $2.92K
|
747
$251K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12- 1.32% |
$2.66K - $2.92K
|
894
$300K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-14- 0.13% |
$3.11K - $3.41K
|
10.5K
$3.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14- 0.61% |
$3.11K - $3.41K
|
2.29K
$768K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.54% |
$3.33K - $3.66K
|
2.74K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-15- 0.2% |
$3.33K - $3.66K
|
7.61K
$2.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-15- 0.18% |
$3.33K - $3.66K
|
8.55K
$2.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16- 0.5% |
$3.55K - $3.9K
|
3.17K
$1.06M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-16- 0.74% |
$3.55K - $3.9K
|
2.14K
$720K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-19- 0.77% |
$4.22K - $4.63K
|
2.44K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-20- 0.2% |
$4.44K - $4.87K
|
9.77K
$3.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-20- 0.62% |
$4.44K - $4.87K
|
3.18K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.04% |
$4.44K - $4.87K
|
51.5K
$17.3M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-23- 0.91% |
$5.1K - $5.61K
|
2.5K
$840K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-23- 0.32% |
$5.1K - $5.61K
|
7.17K
$2.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 13.69% |
$5.1K - $5.61K
|
145
$48.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.32% |
$5.55K - $6.09K
|
7.74K
$2.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-26- 0.22% |
$5.77K - $6.34K
|
11.8K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28- 1.44% |
$6.21K - $6.82K
|
1.92K
$644K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 6.11% |
$6.66K - $7.31K
|
461
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31- 0.16% |
$6.88K - $7.56K
|
19.5K
$6.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 23.66% |
$6.88K - $7.56K
|
100
$33.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-31- 0.96% |
$6.88K - $7.56K
|
3.2K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-32- 1.58% |
$7.1K - $7.8K
|
2K
$671K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-33- 0.27% |
$7.32K - $8.04K
|
12.3K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-34- 0.48% |
$7.54K - $8.29K
|
7.05K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-34- 0.77% |
$7.54K - $8.29K
|
4.4K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-34- 0.32% |
$7.54K - $8.29K
|
10.7K
$3.61M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-37- 2.63% |
$8.21K - $9.02K
|
1.37K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-37- 0.92% |
$8.21K - $9.02K
|
3.97K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-38- 1.99% |
$8.43K - $9.26K
|
1.88K
$630K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-38- 2.34% |
$8.43K - $9.26K
|
1.59K
$533K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-40- 4.02% |
$8.87K - $9.75K
|
955
$321K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 0.06% |
$8.87K - $9.75K
|
66.4K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.07% |
$9.1K - $9.99K
|
3.79K
$1.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 0.72% |
$9.32K - $10.2K
|
5.8K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-43- 0.38% |
$9.54K - $10.5K
|
11.3K
$3.8M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-44- 0.44% |
$9.76K - $10.7K
|
9.98K
$3.35M
|