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
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.75K
+ 23.55%
$366K - $404K
9.2K $3.06M
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
1.74K
+ 2.59%
$364K - $402K
69K $23M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
1.73K
+ 9.85%
$361K - $399K
19.3K $6.42M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
1.7K
New
$355K - $392K
1.7K $566K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.67K
+ 86.83%
$349K - $386K
3.6K $1.2M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.65K
+ 290.65%
$344K - $380K
2.22K $737K
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
1.63K
New
$339K - $375K
1.63K $541K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.61K
+ 2.43%
$336K - $371K
67.8K $22.6M
Apr 27, 2023 Q1 2023
Northstar Group, Inc.

BUY
 -
1.59K
New
$331K - $366K
1.59K $528K
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
1.58K
+ 25.76%
$329K - $363K
7.69K $2.56M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.41K
New
$294K - $324K
1.41K $468K
Apr 19, 2023 Q1 2023
Nadler Financial Group, Inc.

BUY
 -
1.4K
+ 9.64%
$292K - $323K
15.9K $5.3M
Apr 26, 2023 Q1 2023
Engrave Wealth Partners LLC

BUY
 -
1.38K
New
$287K - $317K
1.38K $458K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
1.38K
+ 7.41%
$287K - $317K
19.9K $6.64M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.35K
New
$281K - $311K
1.35K $449K
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
1.35K
New
$281K - $311K
1.35K $448K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.33K
+ 22.8%
$277K - $306K
7.15K $2.38M
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.33K
New
$277K - $306K
1.33K $441K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.32K
+ 77.32%
$275K - $304K
3.03K $1.01M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.29K
+ 5.15%
$268K - $296K
26.3K $8.74M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.28K
+ 1.26%
$267K - $295K
103K $34.3M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.27K
New
$265K - $292K
1.27K $422K
May 15, 2023 Q1 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
1.23K
+ 64.35%
$257K - $283K
3.14K $1.04M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.22K
New
$255K - $282K
1.22K $406K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
1.2K
New
$251K - $277K
1.2K $400K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
1.19K
+ 26.06%
$248K - $274K
5.75K $1.91M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

BUY
 -
1.18K
+ 39.64%
$245K - $271K
4.14K $1.38M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.18K
+ 2.82%
$245K - $271K
42.9K $14.3M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
1.17K
New
$245K - $271K
1.17K $391K
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
1.17K
New
$245K - $270K
1.17K $390K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
1.17K
+ 15.59%
$244K - $270K
8.68K $2.89M
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
1.16K
New
$243K - $268K
1.16K $387K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
1.14K
+ 3.7%
$238K - $263K
31.9K $10.6M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
1.13K
New
$235K - $259K
1.13K $375K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.11K
New
$231K - $255K
1.11K $369K
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
1.08K
New
$225K - $248K
1.08K $358K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
1.07K
+ 4.89%
$224K - $247K
23K $7.67M
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
1.02K
+ 33.26%
$212K - $234K
4.08K $1.36M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
998
+ 22.54%
$208K - $230K
5.43K $1.81M
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
997
+ 27.38%
$208K - $230K
4.64K $1.54M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
997
+ 4.28%
$208K - $230K
24.3K $8.09M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
968
+ 1.11%
$202K - $223K
88.2K $29.4M
Apr 18, 2023 Q1 2023
Gibson Capital, LLC

Wexford, PA
BUY
 -
958
New
$200K - $221K
958 $319K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
946
+ 1.2%
$198K - $218K
80.1K $26.7M
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
944
New
$197K - $218K
944 $314K
Oct 19, 2023 Q1 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
940
New
$196K - $217K
940 $313K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
935
New
$195K - $216K
935 $311K
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
930
New
$194K - $214K
930 $310K
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
928
New
$194K - $214K
928 $309K

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