Purchases and Sales Made in Q3 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 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 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
9.44K
+ 10.93%
$2.21M - $2.38M
95.8K $31.9M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
8.69K
+ 131.88%
$2.03M - $2.19M
15.3K $5.09M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
8.02K
+ 5.92%
$1.88M - $2.02M
143K $47.8M
Nov 13, 2023 Q3 2023
Hemenway Trust CO LLC

BUY
 -
8K
+ 680.43%
$1.87M - $2.02M
9.17K $3.06M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
7.97K
+ 124.69%
$1.87M - $2.01M
14.4K $4.79M
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
7.7K
+ 1810.82%
$1.8M - $1.94M
8.12K $2.71M
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7.27K
+ 3.96%
$1.7M - $1.83M
191K $63.7M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.98K
+ 508.22%
$1.63M - $1.76M
8.36K $2.79M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.95K
+ 0.58%
$1.63M - $1.75M
1.2M $400M
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
6.71K
+ 5.63%
$1.57M - $1.69M
126K $42M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.68K
New
$1.33M - $1.43M
5.68K $1.89M
Oct 13, 2023 Q3 2023
Landmark Wealth Management, LLC

BUY
 -
5.63K
New
$1.32M - $1.42M
5.63K $1.88M
Oct 20, 2023 Q3 2023
Mps Loria Financial Planners, LLC

BUY
 -
5.63K
+ 1.56%
$1.32M - $1.42M
366K $122M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.61K
+ 3.28%
$1.31M - $1.41M
177K $58.9M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
5.53K
New
$1.29M - $1.39M
5.53K $1.84M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.92K
+ 6.15%
$1.15M - $1.24M
85K $28.3M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
4.87K
+ 65.08%
$1.14M - $1.23M
12.3K $4.12M
Oct 13, 2023 Q3 2023
Strategic Advisors LLC

BUY
 -
4.77K
+ 257.14%
$1.12M - $1.2M
6.63K $2.21M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
4.67K
+ 21.35%
$1.09M - $1.18M
26.5K $8.85M
Nov 06, 2023 Q3 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
4.66K
+ 367.22%
$1.09M - $1.18M
5.93K $1.98M
Oct 25, 2023 Q3 2023
Cornerstone Retirement Group, Inc.

BUY
 -
4.29K
New
$1M - $1.08M
4.29K $1.43M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.24K
+ 97.97%
$993K - $1.07M
8.57K $2.86M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.16K
+ 116.61%
$973K - $1.05M
7.72K $2.57M
Dec 20, 2023 Q3 2023
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
3.98K
New
$932K - $1M
3.98K $1.33M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
3.94K
+ 14.71%
$921K - $993K
30.7K $10.2M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
3.75K
+ 61.62%
$877K - $944K
9.82K $3.28M
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
3.74K
+ 31.94%
$875K - $943K
15.4K $5.15M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
3.74K
+ 41.15%
$875K - $942K
12.8K $4.27M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
3.51K
+ 2.21%
$822K - $885K
162K $54.1M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.4K
+ 100.0%
$796K - $857K
6.8K $2.27M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
3.3K
+ 12.09%
$772K - $832K
30.6K $10.2M
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
3.29K
+ 233.26%
$770K - $829K
4.7K $1.57M
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
3.15K
New
$737K - $794K
3.15K $1.05M
Nov 21, 2023 Q3 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
2.89K
New
$677K - $729K
2.89K $964K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
2.87K
+ 31.15%
$673K - $725K
12.1K $4.03M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.82K
+ 5.4%
$660K - $711K
55K $18.3M
Oct 30, 2023 Q3 2023
Abundance Wealth Counselors

BUY
 -
2.81K
New
$658K - $709K
2.81K $937K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.81K
+ 169.58%
$658K - $709K
4.47K $1.49M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.76K
+ 11.0%
$645K - $695K
27.8K $9.28M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.74K
+ 308.8%
$640K - $690K
3.62K $1.21M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
2.54K
+ 115.43%
$595K - $641K
4.75K $1.58M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
2.44K
+ 1.38%
$572K - $616K
180K $59.9M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.44K
+ 57.2%
$571K - $615K
6.7K $2.23M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
2.4K
+ 18.07%
$561K - $605K
15.7K $5.23M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
2.38K
+ 15.19%
$558K - $601K
18.1K $6.03M
Oct 16, 2023 Q3 2023
Traynor Capital Management, Inc.

BUY
 -
2.31K
New
$540K - $582K
2.31K $769K
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

BUY
 -
2.3K
New
$537K - $579K
2.3K $766K
Nov 14, 2023 Q3 2023
London CO Of Virginia

Richmond, VA
BUY
 -
2.3K
+ 53.51%
$537K - $579K
6.58K $2.2M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
2.29K
+ 51.39%
$535K - $576K
6.73K $2.25M

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