Purchases and Sales Made in Q2 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 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
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
118
+ 9.5%
$26.2K - $28.8K
1.36K $456K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
117
+ 10.21%
$26K - $28.5K
1.26K $423K
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
114
New
$25.3K - $27.8K
114 $38.2K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
112
+ 5.26%
$24.8K - $27.3K
2.24K $751K
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
109
+ 3.6%
$24.2K - $26.6K
3.14K $1.05M
Jul 05, 2023 Q2 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
100
+ 7.69%
$22.2K - $24.4K
1.4K $469K
Aug 08, 2023 Q2 2023
Belvedere Trading LLC

BUY
 -
99
+ 1.19%
$22K - $24.1K
8.41K $2.82M
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
98
+ 0.23%
$21.7K - $23.9K
43.6K $14.6M
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
97
+ 0.32%
$21.5K - $23.6K
30K $10M
Aug 14, 2023 Q2 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
94
+ 1.19%
$20.9K - $22.9K
7.99K $2.68M
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
90
+ 3.42%
$20K - $21.9K
2.72K $913K
Aug 11, 2023 Q2 2023
Fairhaven Wealth Management, LLC

BUY
 -
88
+ 1.73%
$19.5K - $21.4K
5.17K $1.73M
Jul 19, 2023 Q2 2023
Shore Haven Wealth Partners, LLC

BUY
 -
87
+ 3.38%
$19.3K - $21.2K
2.66K $892K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
85
New
$18.9K - $20.7K
85 $28.5K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
85
+ 7.36%
$18.9K - $20.7K
1.24K $416K
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
85
+ 0.89%
$18.9K - $20.7K
9.67K $3.24M
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
85
+ 2.71%
$18.9K - $20.7K
3.22K $1.08M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
84
+ 0.53%
$18.6K - $20.5K
16K $5.36M
Jul 13, 2023 Q2 2023
Advisor Resource Council

BUY
 -
84
+ 2.36%
$18.6K - $20.5K
3.64K $1.22M
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
83
New
$18.4K - $20.2K
83 $27.8K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
83
New
$18.4K - $20.2K
83 $27.8K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
81
+ 506.25%
$18K - $19.7K
97 $32.5K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

BUY
 -
79
+ 1.18%
$17.5K - $19.3K
6.78K $2.27M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
76
+ 1.85%
$16.9K - $18.5K
4.19K $1.41M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
76
+ 1.42%
$16.9K - $18.5K
5.42K $1.82M
Jul 27, 2023 Q2 2023
Financial Counselors Inc

BUY
 -
73
+ 1.98%
$16.2K - $17.8K
3.76K $1.26M
Aug 14, 2023 Q2 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
71
+ 13.5%
$15.8K - $17.3K
597 $200K
Aug 11, 2023 Q2 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
68
+ 0.25%
$15.1K - $16.6K
27.1K $9.09M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
67
+ 1.67%
$14.9K - $16.3K
4.08K $1.37M
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
65
+ 61.9%
$14.4K - $15.8K
170 $57K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
64
+ 33.51%
$14.2K - $15.6K
255 $85.5K
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
60
+ 3.59%
$13.3K - $14.6K
1.73K $581K
Aug 02, 2023 Q2 2023
Gratus Capital LLC

BUY
 -
57
+ 3.14%
$12.6K - $13.9K
1.87K $627K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
50
+ 0.05%
$11.1K - $12.2K
101K $33.9M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
48
+ 3.62%
$10.6K - $11.7K
1.37K $461K
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
47
+ 0.73%
$10.4K - $11.5K
6.48K $2.17M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
44
New
$9.76K - $10.7K
44 $14.7K
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
43
+ 0.46%
$9.54K - $10.5K
9.36K $3.14M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
40
+ 2.05%
$8.87K - $9.75K
1.99K $666K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
39
+ 0.5%
$8.65K - $9.51K
7.85K $2.63M
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
39
+ 0.24%
$8.65K - $9.51K
16K $5.35M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
38
+ 2.61%
$8.43K - $9.26K
1.5K $501K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
34
+ 2.52%
$7.54K - $8.29K
1.38K $463K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
32
+ 5.47%
$7.1K - $7.8K
617 $207K
Aug 14, 2023 Q2 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
31
+ 0.27%
$6.88K - $7.56K
11.7K $3.91M
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
31
+ 28.18%
$6.88K - $7.56K
141 $47.3K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
30
+ 0.6%
$6.66K - $7.31K
5.07K $1.7M
Jul 31, 2023 Q2 2023
Lee Danner & Bass Inc

BUY
 -
30
+ 0.8%
$6.66K - $7.31K
3.77K $1.26M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
27
+ 0.54%
$5.99K - $6.58K
5.04K $1.69M

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