Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
97+ 0.37% |
$22.7K - $24.5K
|
26.2K
$8.53M
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
96+ 3.61% |
$22.5K - $24.2K
|
2.76K
$896K
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
93+ 54.71% |
$21.8K - $23.5K
|
263
$85.5K
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
90+ 8.75% |
$21.1K - $22.7K
|
1.12K
$364K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
88+ 9.62% |
$20.6K - $22.2K
|
1K
$326K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
85+ 2.26% |
$19.9K - $21.4K
|
3.85K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
84+ 0.33% |
$19.7K - $21.2K
|
25.6K
$8.32M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
82New |
$19.2K - $20.7K
|
82
$26.6K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$18.5K - $19.9K
|
79
$25.7K
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78+ 2.17% |
$18.3K - $19.7K
|
3.68K
$1.2M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 4.52% |
$17.8K - $19.2K
|
1.76K
$571K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
75+ 1.18% |
$17.6K - $18.9K
|
6.41K
$2.08M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70+ 0.19% |
$16.4K - $17.7K
|
37.4K
$12.2M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
67+ 2.63% |
$15.7K - $16.9K
|
2.62K
$850K
|
|
Nov 09, 2023
Q3 2023
|
Geisinger Health
Danville, PA |
BUY
|
- |
67+ 0.04% |
$15.7K - $16.9K
|
155K
$50.3M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
58+ 4.08% |
$13.6K - $14.6K
|
1.48K
$481K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
57+ 2.04% |
$13.3K - $14.4K
|
2.85K
$926K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
56+ 1.13% |
$13.1K - $14.1K
|
5K
$1.63M
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
54+ 2.45% |
$12.6K - $13.6K
|
2.26K
$734K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$12.2K - $13.1K
|
52
$16.9K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
52+ 0.56% |
$12.2K - $13.1K
|
9.38K
$3.05M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 1.79% |
$11.9K - $12.9K
|
2.9K
$941K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 1.32% |
$11.7K - $12.6K
|
3.84K
$1.25M
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
48+ 18.82% |
$11.2K - $12.1K
|
303
$98.5K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
44+ 0.5% |
$10.3K - $11.1K
|
8.84K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
43+ 71.67% |
$10.1K - $10.8K
|
103
$33.5K
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43New |
$10.1K - $10.8K
|
43
$14K
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
40+ 2.78% |
$9.36K - $10.1K
|
1.48K
$480K
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
40+ 1.27% |
$9.36K - $10.1K
|
3.18K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 3.83% |
$9.36K - $10.1K
|
1.09K
$353K
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
40+ 0.13% |
$9.36K - $10.1K
|
29.7K
$9.65M
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
39+ 2.42% |
$9.13K - $9.83K
|
1.65K
$536K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
37+ 0.93% |
$8.66K - $9.33K
|
4.02K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
36+ 2.78% |
$8.43K - $9.08K
|
1.33K
$433K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 1.17% |
$7.49K - $8.07K
|
2.78K
$902K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
32+ 3.08% |
$7.49K - $8.07K
|
1.07K
$348K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
31New |
$7.26K - $7.82K
|
31
$10.1K
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.89% |
$7.02K - $7.57K
|
3.42K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.91% |
$6.55K - $7.06K
|
3.09K
$1M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
23New |
$5.38K - $5.8K
|
23
$7.47K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 27.06% |
$5.38K - $5.8K
|
108
$35.1K
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
22+ 0.5% |
$5.15K - $5.55K
|
4.43K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22+ 1.86% |
$5.15K - $5.55K
|
1.21K
$392K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.24% |
$4.92K - $5.3K
|
8.85K
$2.88M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 0.73% |
$4.68K - $5.04K
|
2.76K
$895K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
19+ 1.37% |
$4.45K - $4.79K
|
1.4K
$455K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
19+ 1.87% |
$4.45K - $4.79K
|
1.04K
$337K
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
17+ 0.01% |
$3.98K - $4.29K
|
171K
$55.7M
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 1.39% |
$3.98K - $4.29K
|
1.24K
$403K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15New |
$3.51K - $3.78K
|
15
$4.87K
|