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
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
2.29K
+ 51.39%
$535K - $576K
6.73K $2.23M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
2.25K
New
$526K - $567K
2.25K $743K
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.18K
+ 84.1%
$510K - $549K
4.77K $1.58M
Nov 09, 2023 Q3 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
2.07K
New
$485K - $523K
2.07K $685K
Nov 13, 2023 Q3 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
2.04K
New
$477K - $514K
2.04K $674K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
2.04K
+ 10.32%
$477K - $514K
21.8K $7.2M
Nov 13, 2023 Q3 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
2.04K
New
$477K - $513K
2.04K $673K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2.02K
+ 1803.57%
$473K - $509K
2.13K $705K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.02K
+ 1.11%
$473K - $509K
183K $60.6M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
2.02K
+ 26.04%
$472K - $509K
9.76K $3.23M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
1.9K
New
$445K - $480K
1.9K $629K
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
1.88K
+ 0.38%
$439K - $473K
490K $162M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
1.8K
+ 8.39%
$421K - $453K
23.2K $7.68M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.78K
+ 662.45%
$417K - $449K
2.05K $678K
Nov 07, 2023 Q3 2023
Quantbot Technologies LP

New York, NY
BUY
 -
1.7K
New
$399K - $429K
1.7K $563K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.69K
New
$396K - $427K
1.69K $559K
Nov 13, 2023 Q3 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
1.69K
+ 16.73%
$394K - $425K
11.8K $3.89M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.67K
New
$390K - $421K
1.67K $551K
Nov 13, 2023 Q3 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
1.62K
New
$379K - $408K
1.62K $535K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
1.54K
+ 175.26%
$361K - $389K
2.43K $802K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.53K
+ 7.86%
$359K - $387K
21.1K $6.96M
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
1.53K
+ 26.14%
$357K - $385K
7.37K $2.44M
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

BUY
 -
1.52K
New
$355K - $383K
1.52K $501K
Nov 13, 2023 Q3 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
1.5K
+ 38.13%
$351K - $378K
5.43K $1.8M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.5K
New
$350K - $377K
1.5K $494K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.49K
+ 5.38%
$348K - $375K
29.1K $9.63M
Nov 09, 2023 Q3 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
1.37K
New
$321K - $346K
1.37K $454K
Oct 23, 2023 Q3 2023
Arbor Investment Advisors, LLC

BUY
 -
1.3K
+ 0.37%
$304K - $328K
357K $118M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
1.25K
New
$293K - $316K
1.25K $414K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.25K
+ 33.02%
$293K - $315K
5.04K $1.66M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.25K
+ 3.59%
$292K - $314K
36K $11.9M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.19K
+ 2.62%
$279K - $301K
46.7K $15.4M
Nov 09, 2023 Q3 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
1.19K
+ 1.84%
$279K - $300K
65.9K $21.8M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.17K
+ 23.81%
$274K - $295K
6.08K $2.01M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
1.14K
New
$266K - $286K
1.14K $375K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
1.12K
+ 0.28%
$262K - $282K
406K $134M
Oct 18, 2023 Q3 2023
Twelve Points Wealth Management LLC

BUY
 -
1.1K
New
$258K - $278K
1.1K $364K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.1K
New
$258K - $278K
1.1K $364K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.09K
+ 10.63%
$255K - $275K
11.4K $3.75M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.07K
+ 4.08%
$249K - $269K
27.2K $8.98M
Nov 02, 2023 Q3 2023
Welch & Forbes LLC

BUY
 -
1.06K
+ 13.6%
$248K - $267K
8.85K $2.93M
Nov 09, 2023 Q3 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.06K
+ 1.05%
$247K - $266K
102K $33.7M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
1.06K
+ 33.77%
$247K - $266K
4.18K $1.38M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
1.05K
+ 49.69%
$245K - $264K
3.15K $1.04M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1K
New
$235K - $253K
1K $331K
Nov 09, 2023 Q3 2023
Hardy Reed LLC

BUY
 -
992
New
$232K - $250K
992 $328K
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
981
+ 34.0%
$230K - $247K
3.87K $1.28M
Oct 13, 2023 Q3 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
943
New
$221K - $238K
943 $312K
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
942
New
$220K - $238K
942 $311K

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