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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.08% |
$3.28K - $3.53K
|
18K
$5.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 1.05% |
$3.28K - $3.53K
|
1.35K
$438K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14+ 0.06% |
$3.28K - $3.53K
|
23.1K
$7.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 7.37% |
$3.28K - $3.53K
|
204
$66.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
12+ 0.05% |
$2.81K - $3.03K
|
26.3K
$8.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.32% |
$2.34K - $2.52K
|
3.14K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 1.34% |
$2.34K - $2.52K
|
759
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
9+ 0.41% |
$2.11K - $2.27K
|
2.22K
$721K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 2.66% |
$1.64K - $1.77K
|
270
$87.7K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7+ 0.01% |
$1.64K - $1.77K
|
113K
$36.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$1.4K - $1.51K
|
4.92K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.16% |
$1.4K - $1.51K
|
3.81K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$936 - $1.01K
|
66.8K
$21.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.14% |
$936 - $1.01K
|
2.78K
$905K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.03% |
$702 - $757
|
9.96K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.22% |
$468 - $504
|
916
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1+ 0.01% |
$234 - $252
|
12.3K
$4M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$234 - $252
|
2.71K
$880K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$234 - $252
|
7.36K
$2.39M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.0% |
$234 - $252
|
43.6K
$14.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.74% |
$234 - $252
|
134
$43.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1- 0.08% |
$234 - $252
|
1.29K
$420K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-1- 0.02% |
$234 - $252
|
5.68K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.07% |
$234 - $252
|
1.37K
$445K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- 0.05% |
$234 - $252
|
2.12K
$690K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-2- 0.21% |
$468 - $504
|
932
$303K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3- 0.13% |
$702 - $757
|
2.29K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3- 0.05% |
$702 - $757
|
5.56K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4- 0.43% |
$936 - $1.01K
|
924
$300K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4- 0.23% |
$936 - $1.01K
|
1.77K
$575K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$936 - $1.01K
|
1.13K
$366K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-4- 0.06% |
$936 - $1.01K
|
6.64K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-6- 0.14% |
$1.4K - $1.51K
|
4.34K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 1.47% |
$1.64K - $1.77K
|
468
$152K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7- 0.29% |
$1.64K - $1.77K
|
2.43K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.08% |
$1.64K - $1.77K
|
8.45K
$2.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 1.11% |
$1.87K - $2.02K
|
710
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9- 0.14% |
$2.11K - $2.27K
|
6.54K
$2.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-9- 0.03% |
$2.11K - $2.27K
|
25.7K
$8.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 0.48% |
$2.34K - $2.52K
|
2.09K
$680K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11- 0.04% |
$2.57K - $2.77K
|
25.2K
$8.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11- 13.25% |
$2.57K - $2.77K
|
72
$23.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-12- 0.18% |
$2.81K - $3.03K
|
6.62K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-12- 0.55% |
$2.81K - $3.03K
|
2.17K
$706K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-13- 0.32% |
$3.04K - $3.28K
|
4.03K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15- 0.37% |
$3.51K - $3.78K
|
4.04K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-16- 0.34% |
$3.74K - $4.03K
|
4.71K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16- 0.11% |
$3.74K - $4.03K
|
15.1K
$4.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-18- 0.44% |
$4.21K - $4.54K
|
4.08K
$1.32M
|