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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
941New |
$220K - $237K
|
941
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$211K - $227K
|
900
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
900New |
$211K - $227K
|
900
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
900New |
$211K - $227K
|
900
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
875New |
$205K - $221K
|
875
$290K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
871+ 5.79% |
$204K - $220K
|
15.9K
$5.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
871+ 0.8% |
$204K - $220K
|
110K
$36.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
870+ 61.75% |
$204K - $219K
|
2.28K
$757K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
865+ 2.89% |
$202K - $218K
|
30.8K
$10.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
855New |
$200K - $216K
|
855
$284K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
845+ 1.49% |
$198K - $213K
|
57.7K
$19.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
819+ 9.85% |
$192K - $207K
|
9.14K
$3.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
816+ 94.23% |
$191K - $206K
|
1.68K
$558K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
812New |
$190K - $205K
|
812
$270K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
777+ 89.62% |
$182K - $196K
|
1.64K
$546K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
777+ 5.15% |
$182K - $196K
|
15.9K
$5.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
763+ 17.05% |
$179K - $192K
|
5.24K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
750+ 707.55% |
$176K - $189K
|
856
$284K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
746+ 0.35% |
$175K - $188K
|
216K
$71.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
699New |
$164K - $176K
|
699
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
698+ 81.45% |
$163K - $176K
|
1.56K
$516K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
673+ 30.04% |
$158K - $170K
|
2.91K
$967K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
656+ 8.35% |
$154K - $165K
|
8.51K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
605+ 2.31% |
$142K - $153K
|
26.8K
$8.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
604New |
$141K - $152K
|
604
$201K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
592+ 24.3% |
$139K - $149K
|
3.03K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
565+ 37.54% |
$132K - $142K
|
2.07K
$687K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
528+ 45.36% |
$124K - $133K
|
1.69K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
520New |
$122K - $131K
|
520
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
512+ 4.51% |
$120K - $129K
|
11.9K
$3.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
510+ 29.5% |
$119K - $129K
|
2.24K
$743K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
505+ 6.7% |
$118K - $127K
|
8.05K
$2.67M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
505+ 6.7% |
$118K - $127K
|
8.05K
$2.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
499+ 5.48% |
$117K - $126K
|
9.6K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
497+ 15.54% |
$116K - $125K
|
3.7K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
484New |
$113K - $122K
|
484
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
481+ 4.41% |
$113K - $121K
|
11.4K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
443+ 13.25% |
$104K - $112K
|
3.79K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
415New |
$97.1K - $105K
|
415
$138K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
410+ 0.28% |
$96K - $103K
|
145K
$48.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
385+ 12.12% |
$90.1K - $97.1K
|
3.56K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
374+ 0.82% |
$87.5K - $94.3K
|
46.1K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
370+ 29.84% |
$86.6K - $93.3K
|
1.61K
$534K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
362+ 18.11% |
$84.7K - $91.3K
|
2.36K
$784K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
357+ 142.8% |
$83.6K - $90K
|
607
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337+ 0.62% |
$78.9K - $85K
|
54.5K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
324+ 3.59% |
$75.8K - $81.7K
|
9.35K
$3.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
307+ 3.86% |
$71.9K - $77.4K
|
8.27K
$2.75M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
300+ 6.04% |
$70.2K - $75.7K
|
5.27K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 23.26% |
$70.2K - $75.7K
|
1.59K
$528K
|