Purchases and Sales Made in Q2 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 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 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
2.21K
New
$490K - $539K
2.21K $718K
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.2K
+ 16.33%
$489K - $537K
15.7K $5.1M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
2.15K
+ 11.14%
$477K - $524K
21.4K $6.96M
Jul 11, 2023 Q2 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
2.01K
New
$445K - $489K
2.01K $652K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.97K
+ 2.5%
$437K - $480K
80.6K $26.2M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
1.9K
New
$421K - $463K
1.9K $617K
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.73K
+ 23.44%
$383K - $421K
9.1K $2.96M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.73K
New
$383K - $420K
1.73K $561K
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
1.62K
New
$360K - $395K
1.62K $527K
Aug 07, 2023 Q2 2023
Connable Office Inc

BUY
 -
1.6K
New
$355K - $390K
1.6K $520K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.59K
+ 46.12%
$353K - $387K
5.03K $1.64M
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
1.58K
+ 25.51%
$351K - $386K
7.79K $2.53M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.56K
+ 0.85%
$347K - $381K
185K $60M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.56K
+ 46.28%
$345K - $379K
4.92K $1.6M
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
1.51K
+ 9.64%
$334K - $367K
17.1K $5.56M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
1.44K
+ 1.88%
$319K - $351K
78.1K $25.4M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.44K
+ 3.17%
$318K - $350K
46.7K $15.2M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.37K
+ 62.27%
$303K - $333K
3.57K $1.16M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.34K
New
$298K - $328K
1.34K $437K
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.33K
New
$296K - $325K
1.33K $433K
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
1.29K
New
$286K - $315K
1.29K $420K
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.27K
+ 106.9%
$282K - $310K
2.46K $799K
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
1.25K
+ 2.95%
$276K - $303K
43.4K $14.1M
Jul 20, 2023 Q2 2023
Measured Wealth Private Client Group, LLC

BUY
 -
1.23K
New
$273K - $300K
1.23K $400K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.23K
+ 94.46%
$272K - $299K
2.53K $821K
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.22K
New
$270K - $297K
1.22K $396K
Jul 14, 2023 Q2 2023
Maple Capital Management, Inc.

BUY
 -
1.21K
New
$268K - $294K
1.21K $393K
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
1.2K
+ 62.61%
$267K - $293K
3.13K $1.02M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.19K
New
$264K - $290K
1.19K $386K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.11K
+ 1.6%
$246K - $270K
70.1K $22.8M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
1.09K
New
$243K - $267K
1.09K $355K
Jul 11, 2023 Q2 2023
Norway Savings Bank

BUY
 -
1.07K
New
$238K - $262K
1.07K $349K
Aug 03, 2023 Q2 2023
Corundum Trust Company, Inc

Sioux Falls, SD
BUY
 -
1.06K
New
$235K - $259K
1.06K $345K
Aug 08, 2023 Q2 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
1.06K
+ 36.93%
$235K - $259K
3.93K $1.28M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
1.05K
New
$233K - $256K
1.05K $341K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.05K
New
$232K - $255K
1.05K $340K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.04K
New
$230K - $253K
1.04K $337K
Jul 26, 2023 Q2 2023
Red Cedar Investment Management, LLC

BUY
 -
1.04K
+ 0.19%
$230K - $253K
560K $182M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.04K
New
$230K - $253K
1.04K $337K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.03K
New
$228K - $251K
1.03K $334K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
965
New
$214K - $235K
965 $314K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
954
New
$212K - $233K
954 $310K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
950
+ 7.72%
$211K - $232K
13.2K $4.31M
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
928
+ 1.09%
$206K - $226K
86.4K $28.1M
Jul 19, 2023 Q2 2023
Arthur M. Cohen & Associates, LLC

BUY
 -
921
New
$204K - $224K
921 $299K
Aug 09, 2023 Q2 2023
Wade Financial Advisory, Inc

BUY
 -
920
New
$204K - $224K
920 $299K
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
910
New
$202K - $222K
910 $296K
Nov 21, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
899
+ 0.24%
$199K - $219K
368K $120M
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
896
New
$199K - $218K
896 $291K

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