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
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
390
+ 9.73%
$86.5K - $95.1K
4.4K $1.43M
Aug 09, 2023 Q2 2023
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
374
New
$83K - $91.2K
374 $122K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
370
+ 74.6%
$82.1K - $90.2K
866 $281K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
359
New
$79.6K - $87.5K
359 $117K
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
339
+ 3.7%
$75.2K - $82.6K
9.49K $3.08M
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
333
+ 3.83%
$73.9K - $81.2K
9.02K $2.93M
Jul 12, 2023 Q2 2023
Howard Financial Services, Ltd.

BUY
 -
320
+ 28.27%
$71K - $78K
1.45K $472K
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
301
+ 0.51%
$66.8K - $73.4K
59.8K $19.4M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
300
+ 2.38%
$66.6K - $73.1K
12.9K $4.2M
Aug 10, 2023 Q2 2023
Angeles Wealth Management, LLC

BUY
 -
290
+ 3.24%
$64.3K - $70.7K
9.23K $3M
Jul 31, 2023 Q2 2023
Nadler Financial Group, Inc.

BUY
 -
285
+ 1.79%
$63.2K - $69.5K
16.2K $5.27M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
283
New
$62.8K - $69K
283 $92K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
282
+ 3.3%
$62.6K - $68.7K
8.83K $2.87M
Aug 14, 2023 Q2 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
281
+ 1.89%
$62.3K - $68.5K
15.2K $4.92M
Jul 18, 2023 Q2 2023
Mitchell Sinkler & Starr

BUY
 -
250
+ 3.25%
$55.5K - $60.9K
7.94K $2.58M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
236
+ 20.88%
$52.4K - $57.5K
1.37K $444K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
231
New
$51.2K - $56.3K
231 $75.1K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
228
+ 27.4%
$50.6K - $55.6K
1.06K $344K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
222
+ 0.91%
$49.3K - $54.1K
24.5K $7.97M
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
209
+ 1.8%
$46.4K - $50.9K
11.8K $3.84M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
206
+ 5.73%
$45.7K - $50.2K
3.8K $1.24M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
205
+ 7.18%
$45.5K - $50K
3.06K $995K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
205
+ 353.45%
$45.5K - $50K
263 $85.5K
Aug 07, 2023 Q2 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
204
New
$45.3K - $49.7K
204 $66.3K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
201
+ 18.11%
$44.6K - $49K
1.31K $426K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
201
+ 0.52%
$44.6K - $49K
39.2K $12.7M
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
200
+ 2.75%
$44.4K - $48.7K
7.48K $2.43M
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
200
+ 0.72%
$44.4K - $48.7K
27.8K $9.04M
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
187
+ 2.94%
$41.5K - $45.6K
6.55K $2.13M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
185
+ 0.44%
$41K - $45.1K
42K $13.7M
Aug 28, 2024 Q2 2023
Farmers National Bank

Danville, KY
BUY
 -
178
+ 10.47%
$39.5K - $43.4K
1.88K $610K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
170
+ 5.41%
$37.7K - $41.4K
3.31K $1.08M
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
162
+ 0.84%
$35.9K - $39.5K
19.5K $6.35M
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
161
+ 10.27%
$35.7K - $39.2K
1.73K $562K
Aug 07, 2023 Q2 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
159
+ 1.6%
$35.3K - $38.8K
10.1K $3.27M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
154
+ 17.42%
$34.2K - $37.5K
1.04K $337K
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
145
+ 2.55%
$32.2K - $35.3K
5.84K $1.9M
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
141
+ 11.15%
$31.3K - $34.4K
1.41K $457K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
139
+ 1.78%
$30.8K - $33.9K
7.96K $2.59M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
137
+ 0.55%
$30.4K - $33.4K
25.3K $8.21M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
136
+ 1.28%
$30.2K - $33.1K
10.8K $3.5M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
135
+ 14.3%
$29.9K - $32.9K
1.08K $351K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
135
New
$29.9K - $32.9K
135 $43.9K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
133
+ 12.51%
$29.5K - $32.4K
1.2K $389K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
126
+ 331.58%
$28K - $30.7K
164 $53.3K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
125
+ 5.01%
$27.7K - $30.5K
2.62K $851K
Jul 07, 2023 Q2 2023
Founders Capital Management

BUY
 -
125
+ 23.67%
$27.7K - $30.5K
653 $212K
Jul 31, 2023 Q2 2023
Bms Financial Advisors, LLC

BUY
 -
122
+ 9.06%
$27.1K - $29.7K
1.47K $477K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
121
+ 9.29%
$26.8K - $29.5K
1.42K $462K

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