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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.73% |
$5.99K - $6.58K
|
3.7K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
27+ 0.23% |
$5.99K - $6.58K
|
11.6K
$3.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
27+ 0.54% |
$5.99K - $6.58K
|
5.04K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
26+ 0.26% |
$5.77K - $6.34K
|
10.1K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26+ 0.17% |
$5.77K - $6.34K
|
15.1K
$5.13M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$5.1K - $5.61K
|
23
$7.83K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
22+ 0.05% |
$4.88K - $5.36K
|
45.7K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
20+ 0.26% |
$4.44K - $4.87K
|
7.65K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
19+ 0.27% |
$4.22K - $4.63K
|
7.09K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
17+ 0.26% |
$3.77K - $4.14K
|
6.65K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$3.77K - $4.14K
|
8.51K
$2.9M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 32.0% |
$3.55K - $3.9K
|
66
$22.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.55% |
$3.33K - $3.66K
|
2.76K
$941K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
14+ 1.0% |
$3.11K - $3.41K
|
1.41K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.19% |
$3.11K - $3.41K
|
7.53K
$2.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14+ 1.15% |
$3.11K - $3.41K
|
1.24K
$420K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
14+ 0.48% |
$3.11K - $3.41K
|
2.92K
$993K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.21% |
$2.88K - $3.17K
|
6.28K
$2.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.32% |
$2.66K - $2.92K
|
3.71K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.03% |
$2.66K - $2.92K
|
45K
$15.3M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
12+ 0.48% |
$2.66K - $2.92K
|
2.49K
$847K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 0.29% |
$2.66K - $2.92K
|
4.22K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$2.66K - $2.92K
|
7.09K
$2.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.27% |
$2.22K - $2.44K
|
3.77K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.19% |
$2.22K - $2.44K
|
5.25K
$1.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
10+ 0.18% |
$2.22K - $2.44K
|
5.68K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 0.33% |
$2.22K - $2.44K
|
3.02K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.28% |
$2K - $2.19K
|
3.24K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.26% |
$2K - $2.19K
|
3.5K
$1.19M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.18% |
$2K - $2.19K
|
4.92K
$1.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$1.77K - $1.95K
|
4.35K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.26% |
$1.77K - $1.95K
|
3.09K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1.77K - $1.95K
|
4.08K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7+ 0.18% |
$1.55K - $1.71K
|
3.81K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.55K - $1.71K
|
6.68K
$2.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.27% |
$1.55K - $1.71K
|
2.62K
$891K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.11% |
$1.55K - $1.71K
|
6.16K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.19% |
$1.33K - $1.46K
|
3.2K
$1.09M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.12% |
$1.33K - $1.46K
|
4.92K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.09% |
$1.11K - $1.22K
|
5.43K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.17% |
$1.11K - $1.22K
|
2.93K
$997K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.28% |
$1.11K - $1.22K
|
1.81K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.04% |
$1.11K - $1.22K
|
11.1K
$3.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.11K - $1.22K
|
2.44K
$829K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.08% |
$1.11K - $1.22K
|
6.29K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$887 - $975
|
1.53K
$519K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$887 - $975
|
2.94K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.25% |
$887 - $975
|
1.6K
$544K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.14% |
$887 - $975
|
2.89K
$984K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.24% |
$887 - $975
|
1.66K
$565K
|