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
|
Family Firm, Inc.
|
BUY
|
- |
27+ 0.23% |
$5.99K - $6.58K
|
11.6K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
26+ 0.17% |
$5.77K - $6.34K
|
15.1K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
26+ 0.26% |
$5.77K - $6.34K
|
10.1K
$3.37M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$5.1K - $5.61K
|
23
$7.71K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
22+ 0.05% |
$4.88K - $5.36K
|
45.7K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
20+ 0.26% |
$4.44K - $4.87K
|
7.65K
$2.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
19+ 0.27% |
$4.22K - $4.63K
|
7.09K
$2.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
17+ 0.2% |
$3.77K - $4.14K
|
8.51K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
17+ 0.26% |
$3.77K - $4.14K
|
6.65K
$2.23M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16+ 32.0% |
$3.55K - $3.9K
|
66
$22.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.55% |
$3.33K - $3.66K
|
2.76K
$926K
|
|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
14+ 0.19% |
$3.11K - $3.41K
|
7.53K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
14+ 0.48% |
$3.11K - $3.41K
|
2.92K
$978K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
14+ 1.15% |
$3.11K - $3.41K
|
1.24K
$414K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
14+ 1.0% |
$3.11K - $3.41K
|
1.41K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.21% |
$2.88K - $3.17K
|
6.28K
$2.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.17% |
$2.66K - $2.92K
|
7.09K
$2.38M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
12+ 0.48% |
$2.66K - $2.92K
|
2.49K
$834K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.03% |
$2.66K - $2.92K
|
45K
$15.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.32% |
$2.66K - $2.92K
|
3.71K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 0.29% |
$2.66K - $2.92K
|
4.22K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.19% |
$2.22K - $2.44K
|
5.25K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.27% |
$2.22K - $2.44K
|
3.77K
$1.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 0.33% |
$2.22K - $2.44K
|
3.02K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
10+ 0.18% |
$2.22K - $2.44K
|
5.68K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9+ 0.26% |
$2K - $2.19K
|
3.5K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.28% |
$2K - $2.19K
|
3.24K
$1.08M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.18% |
$2K - $2.19K
|
4.92K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.26% |
$1.77K - $1.95K
|
3.09K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$1.77K - $1.95K
|
4.35K
$1.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1.77K - $1.95K
|
4.08K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7+ 0.18% |
$1.55K - $1.71K
|
3.81K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7+ 0.1% |
$1.55K - $1.71K
|
6.68K
$2.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.27% |
$1.55K - $1.71K
|
2.62K
$877K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.11% |
$1.55K - $1.71K
|
6.16K
$2.06M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6+ 0.12% |
$1.33K - $1.46K
|
4.92K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6+ 0.19% |
$1.33K - $1.46K
|
3.2K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.09% |
$1.11K - $1.22K
|
5.43K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.28% |
$1.11K - $1.22K
|
1.81K
$606K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5+ 0.08% |
$1.11K - $1.22K
|
6.29K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.21% |
$1.11K - $1.22K
|
2.44K
$816K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5+ 0.17% |
$1.11K - $1.22K
|
2.93K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5+ 0.04% |
$1.11K - $1.22K
|
11.1K
$3.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.07% |
$887 - $975
|
5.71K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.28% |
$887 - $975
|
1.42K
$476K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$887 - $975
|
7.36K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.24% |
$887 - $975
|
1.66K
$556K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.14% |
$887 - $975
|
2.89K
$969K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$887 - $975
|
1.53K
$511K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.18% |
$887 - $975
|
2.2K
$738K
|