Purchases and Sales Made in Q1 2023 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 12, 2023 Q1 2023
Eq LLC

Mercer Island, WA
BUY
 -
141
+ 3.5%
$29.4K - $32.5K
4.17K $1.38M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
140
+ 2.52%
$29.2K - $32.3K
5.7K $1.89M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
138
+ 0.32%
$28.8K - $31.8K
43.5K $14.4M
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
136
+ 0.7%
$28.4K - $31.4K
19.5K $6.48M
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
134
+ 0.35%
$28K - $30.9K
39K $12.9M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
122
+ 4.54%
$25.5K - $28.1K
2.81K $931K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
117
+ 1.34%
$24.4K - $27K
8.84K $2.93M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
116
+ 0.98%
$24.2K - $26.7K
12K $3.98M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
112
+ 10.28%
$23.4K - $25.8K
1.2K $398K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
106
+ 0.16%
$22.1K - $24.4K
67.7K $22.5M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
100
+ 1.15%
$20.9K - $23.1K
8.81K $2.92M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
100
+ 0.36%
$20.9K - $23.1K
27.8K $9.21M
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
100
+ 0.37%
$20.9K - $23.1K
27.4K $9.1M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
98
+ 4.04%
$20.5K - $22.6K
2.53K $838K
May 09, 2023 Q1 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
96
+ 0.36%
$20K - $22.1K
27.1K $8.98M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
72
+ 3.38%
$15K - $16.6K
2.2K $731K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
71
+ 0.31%
$14.8K - $16.4K
23K $7.62M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
67
+ 2.54%
$14K - $15.4K
2.71K $898K
Apr 11, 2023 Q1 2023
Pacifica Partners Inc.

BUY
 -
66
+ 32.04%
$13.8K - $15.2K
272 $90.2K
Apr 12, 2023 Q1 2023
One Advisory Partners, LLC

BUY
 -
65
+ 1.76%
$13.6K - $15K
3.76K $1.25M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
64
New
$13.4K - $14.8K
64 $21.2K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
60
+ 2.46%
$12.5K - $13.8K
2.5K $828K
May 31, 2023 Q1 2023
Coastline Trust CO

BUY
 -
55
+ 0.87%
$11.5K - $12.7K
6.4K $2.12M
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
51
+ 5.64%
$10.6K - $11.8K
955 $317K
May 02, 2023 Q1 2023
Lee Danner & Bass Inc

BUY
 -
50
+ 1.36%
$10.4K - $11.5K
3.74K $1.24M
May 05, 2023 Q1 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
47
+ 0.38%
$9.81K - $10.8K
12.4K $4.12M
Apr 20, 2023 Q1 2023
Evensky & Katz LLC

BUY
 -
44
+ 0.37%
$9.19K - $10.1K
11.8K $3.93M
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
43
+ 4.31%
$8.98K - $9.91K
1.04K $345K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

BUY
 -
43
+ 1.31%
$8.98K - $9.91K
3.33K $1.1M
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
42
+ 7.64%
$8.77K - $9.68K
592 $196K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
40
+ 0.35%
$8.35K - $9.22K
11.6K $3.84M
May 11, 2023 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
39
New
$8.14K - $8.99K
39 $12.9K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
38
+ 0.38%
$7.93K - $8.76K
10K $3.33M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
38
+ 2.18%
$7.93K - $8.76K
1.78K $591K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
38
New
$7.93K - $8.76K
38 $12.6K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
37
New
$7.72K - $8.53K
37 $12.3K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
37
+ 15.95%
$7.72K - $8.53K
269 $89.3K
May 04, 2023 Q1 2023
Cahaba Wealth Management, Inc.

BUY
 -
36
+ 1.14%
$7.52K - $8.3K
3.19K $1.06M
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
35
+ 0.73%
$7.31K - $8.07K
4.83K $1.6M
Apr 25, 2023 Q1 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
34
+ 1.19%
$7.1K - $7.84K
2.9K $963K
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
34
+ 3.1%
$7.1K - $7.84K
1.13K $376K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
30
+ 0.51%
$6.26K - $6.92K
5.93K $1.97M
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
30
+ 0.38%
$6.26K - $6.92K
7.97K $2.64M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
27
+ 0.22%
$5.64K - $6.22K
12.2K $4.05M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
26
+ 1.33%
$5.43K - $5.99K
1.98K $658K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
24
+ 0.8%
$5.01K - $5.53K
3.01K $998K
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
22
+ 0.13%
$4.59K - $5.07K
16.4K $5.45M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
21
+ 0.33%
$4.38K - $4.84K
6.36K $2.11M
May 09, 2023 Q1 2023
Mycio Wealth Partners, LLC

BUY
 -
19
+ 0.25%
$3.97K - $4.38K
7.52K $2.5M

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