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
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
8.52K
+ 6.71%
$1.89M - $2.08M
135K $45.5M
Aug 14, 2023 Q2 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
8.48K
+ 1.77%
$1.88M - $2.07M
488K $164M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
8.11K
+ 2337.75%
$1.8M - $1.98M
8.46K $2.84M
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
8.09K
+ 43.34%
$1.79M - $1.97M
26.8K $8.98M
Aug 10, 2023 Q2 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
7.86K
+ 0.66%
$1.74M - $1.92M
1.19M $401M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
7.2K
New
$1.6M - $1.75M
7.2K $2.42M
Jul 17, 2023 Q2 2023
Elk River Wealth Management, LLC

BUY
 -
7.07K
+ 44.35%
$1.57M - $1.72M
23K $7.72M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
6.69K
+ 14.72%
$1.49M - $1.63M
52.2K $17.5M
Aug 08, 2023 Q2 2023
Copperwynd Financial, LLC

BUY
 -
6.35K
+ 12.26%
$1.41M - $1.55M
58.2K $19.5M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
6.12K
New
$1.36M - $1.49M
6.12K $2.06M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
5.91K
+ 219.13%
$1.31M - $1.44M
8.61K $2.89M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
5.8K
New
$1.29M - $1.41M
5.8K $1.95M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.6K
+ 3.19%
$1.24M - $1.37M
181K $60.9M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
5.44K
+ 10.59%
$1.21M - $1.33M
56.8K $19.1M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
5.24K
+ 3.37%
$1.16M - $1.28M
161K $54M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
5.21K
+ 317.42%
$1.16M - $1.27M
6.85K $2.3M
Jul 25, 2023 Q2 2023
Montecito Bank & Trust

BUY
 -
5.11K
+ 123.54%
$1.13M - $1.25M
9.25K $3.11M
Aug 14, 2023 Q2 2023
Legal & General Group PLC

London, X0
BUY
 -
5K
New
$1.11M - $1.22M
5K $1.68M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
4.54K
+ 0.15%
$1.01M - $1.11M
2.94M $986M
Aug 14, 2023 Q2 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
4.54K
New
$1.01M - $1.11M
4.54K $1.52M
Aug 02, 2023 Q2 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
4.02K
+ 2.23%
$891K - $979K
184K $61.7M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.92K
+ 0.49%
$869K - $955K
808K $271M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
3.87K
+ 24.67%
$859K - $943K
19.6K $6.57M
Aug 03, 2023 Q2 2023
Tanager Wealth Management LLP

BUY
 -
3.8K
New
$843K - $926K
3.8K $1.28M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
3.65K
+ 5.69%
$810K - $890K
67.8K $22.8M
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
3.6K
+ 222.19%
$800K - $878K
5.23K $1.75M
Aug 14, 2023 Q2 2023
Ergoteles LLC

New York, NY
BUY
 -
3.58K
New
$794K - $872K
3.58K $1.2M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
3.4K
New
$754K - $829K
3.4K $1.14M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
3.35K
+ 2.07%
$743K - $817K
165K $55.5M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3.12K
+ 13.55%
$692K - $761K
26.2K $8.78M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
3.11K
+ 21.35%
$689K - $757K
17.7K $5.93M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
2.91K
+ 6.24%
$646K - $710K
49.6K $16.6M
Aug 28, 2023 Q2 2023
Dt Investment Partners, LLC

BUY
 -
2.85K
+ 2.31%
$631K - $694K
126K $42.3M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.75K
+ 11.06%
$611K - $671K
27.7K $9.29M
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
2.74K
New
$607K - $667K
2.74K $919K
Aug 14, 2023 Q2 2023
Gyl Financial Synergies, LLC

BUY
 -
2.73K
New
$606K - $666K
2.73K $917K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.71K
New
$601K - $661K
2.71K $910K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
2.66K
New
$589K - $647K
2.66K $892K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.63K
+ 2.41%
$584K - $642K
112K $37.6M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.6K
+ 1.67%
$577K - $633K
159K $53.3M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
2.48K
+ 23.02%
$551K - $605K
13.3K $4.46M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.45K
New
$544K - $598K
2.45K $824K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.43K
+ 5.65%
$540K - $593K
45.5K $15.3M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.37K
+ 201.79%
$525K - $576K
3.54K $1.19M
Aug 14, 2023 Q2 2023
Clear Street Markets LLC

BUY
 -
2.36K
New
$524K - $576K
2.36K $793K
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
2.36K
New
$524K - $576K
2.36K $793K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.31K
+ 114.78%
$513K - $564K
4.33K $1.45M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.25K
New
$499K - $548K
2.25K $755K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.22K
+ 143.66%
$493K - $541K
3.77K $1.26M

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