Purchases and Sales Made in Q2 2023 in Ishares Tr Russell 1000 ETF (IWB)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
886New |
$197K - $216K
|
886
$292K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
880New |
$195K - $214K
|
880
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
874New |
$194K - $213K
|
874
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
869New |
$193K - $212K
|
869
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
868New |
$193K - $212K
|
868
$286K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
867New |
$192K - $211K
|
867
$286K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
855New |
$190K - $208K
|
855
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
855New |
$190K - $208K
|
855
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
849New |
$188K - $207K
|
849
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
848New |
$188K - $207K
|
848
$279K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
844New |
$187K - $206K
|
844
$278K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
836New |
$185K - $204K
|
836
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
831New |
$184K - $203K
|
831
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
830New |
$184K - $202K
|
830
$273K
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
825New |
$183K - $201K
|
825
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
824+ 0.36% |
$183K - $201K
|
230K
$75.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
824New |
$183K - $201K
|
824
$271K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
822New |
$182K - $200K
|
822
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
822New |
$182K - $200K
|
822
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
812+ 7.37% |
$180K - $198K
|
11.8K
$3.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
797+ 0.86% |
$177K - $194K
|
93.3K
$30.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
759+ 11.47% |
$168K - $185K
|
7.38K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
719+ 5.01% |
$160K - $175K
|
15.1K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
700+ 91.62% |
$155K - $171K
|
1.46K
$482K
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
688+ 1.62% |
$153K - $168K
|
43.2K
$14.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
679+ 13.9% |
$151K - $165K
|
5.57K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
670+ 0.74% |
$149K - $163K
|
91K
$30M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
638+ 23.57% |
$142K - $156K
|
3.35K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
629+ 0.95% |
$140K - $153K
|
66.8K
$22M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
623+ 494.44% |
$138K - $152K
|
749
$247K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
600+ 8.4% |
$133K - $146K
|
7.75K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
599+ 17.71% |
$133K - $146K
|
3.98K
$1.31M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
569+ 10.01% |
$126K - $139K
|
6.25K
$2.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
569+ 10.01% |
$126K - $139K
|
6.25K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
547+ 6.3% |
$121K - $133K
|
9.23K
$3.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
538New |
$119K - $131K
|
538
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
535+ 18.42% |
$119K - $130K
|
3.44K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
518+ 58.07% |
$115K - $126K
|
1.41K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
507+ 54.52% |
$112K - $124K
|
1.44K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
500+ 15.93% |
$111K - $122K
|
3.64K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
466+ 1.8% |
$103K - $114K
|
26.3K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
456+ 37.97% |
$101K - $111K
|
1.66K
$546K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
456New |
$101K - $111K
|
456
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
455+ 4.79% |
$101K - $111K
|
9.96K
$3.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
435+ 40.92% |
$96.5K - $106K
|
1.5K
$493K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
428+ 3.23% |
$95K - $104K
|
13.7K
$4.5M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
425New |
$94.3K - $104K
|
425
$140K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
393+ 12.03% |
$87.2K - $95.8K
|
3.66K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
392+ 0.57% |
$87K - $95.5K
|
68.9K
$22.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
390+ 32.18% |
$86.5K - $95.1K
|
1.6K
$528K
|