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
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
300
+ 6.04%
$70.2K - $75.7K
5.27K $1.77M
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
BUY
 -
298
+ 57.2%
$69.7K - $75.1K
819 $275K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
288
+ 62.47%
$67.4K - $72.6K
749 $251K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
283
+ 0.67%
$66.2K - $71.4K
42.3K $14.2M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
278
+ 198.57%
$65.1K - $70.1K
418 $140K
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
276
+ 22.64%
$64.6K - $69.6K
1.5K $502K
Oct 12, 2023 Q3 2023
Patten Group, Inc.

BUY
 -
270
+ 6.08%
$63.2K - $68.1K
4.71K $1.58M
Oct 24, 2023 Q3 2023
Eagle Ridge Investment Management

BUY
 -
270
+ 9.91%
$63.2K - $68.1K
2.99K $1.01M
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
266
+ 7.69%
$62.3K - $67.1K
3.73K $1.25M
Oct 27, 2023 Q3 2023
Lee Danner & Bass Inc

BUY
 -
260
+ 6.91%
$60.9K - $65.6K
4.03K $1.35M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
239
+ 0.46%
$55.9K - $60.3K
52.2K $17.5M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
229
+ 3.23%
$53.6K - $57.7K
7.32K $2.46M
Nov 13, 2023 Q3 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
215
+ 0.33%
$50.3K - $54.2K
66.2K $22.2M
Nov 08, 2023 Q3 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
214
+ 0.12%
$50.1K - $54K
180K $60.3M
Oct 24, 2023 Q3 2023
Nadler Financial Group, Inc.

BUY
 -
210
+ 1.3%
$49.2K - $53K
16.4K $5.51M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
204
+ 3.76%
$47.7K - $51.4K
5.64K $1.89M
Oct 18, 2023 Q3 2023
Next Capital Management LLC

BUY
 -
204
+ 2.77%
$47.7K - $51.4K
7.58K $2.54M
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
202
+ 5.87%
$47.3K - $50.9K
3.64K $1.22M
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
202
+ 517.95%
$47.3K - $50.9K
241 $80.9K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
201
+ 5.48%
$47K - $50.7K
3.87K $1.3M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
200
+ 0.22%
$46.8K - $50.4K
91.2K $30.6M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
200
+ 303.03%
$46.8K - $50.4K
266 $89.3K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
200
+ 24.1%
$46.8K - $50.4K
1.03K $346K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
198
+ 6.46%
$46.3K - $49.9K
3.26K $1.1M
Nov 01, 2023 Q3 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
179
+ 6.31%
$41.9K - $45.1K
3.02K $1.01M
Nov 14, 2023 Q3 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
168
+ 1.11%
$39.3K - $42.4K
15.3K $5.15M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
162
+ 4050.0%
$37.9K - $40.9K
166 $55.7K
Oct 24, 2023 Q3 2023
Hfg Advisors, Inc.

BUY
 -
162
+ 0.93%
$37.9K - $40.9K
17.5K $5.88M
Nov 03, 2023 Q3 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
161
+ 16.95%
$37.7K - $40.6K
1.11K $373K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
154
+ 11.37%
$36K - $38.8K
1.51K $506K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
153
+ 8.6%
$35.8K - $38.6K
1.93K $649K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
151
+ 1.76%
$35.3K - $38.1K
8.74K $2.93M
Feb 13, 2025 Q3 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
149
+ 17.35%
$34.9K - $37.6K
1.01K $338K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
149
+ 4.61%
$34.9K - $37.6K
3.38K $1.13M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
145
New
$33.9K - $36.6K
145 $48.7K
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
145
+ 5.25%
$33.9K - $36.6K
2.91K $977K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
143
New
$33.5K - $36.1K
143 $48K
Nov 03, 2023 Q3 2023
Capital Wealth Alliance, LLC

BUY
 -
142
+ 2.1%
$33.2K - $35.8K
6.92K $2.32M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
142
+ 3.78%
$33.2K - $35.8K
3.9K $1.31M
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
135
+ 3.52%
$31.6K - $34K
3.97K $1.33M
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
133
+ 15.91%
$31.1K - $33.5K
969 $325K
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
126
+ 2.11%
$29.5K - $31.8K
6.11K $2.05M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
120
New
$28.1K - $30.3K
120 $40.3K
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
120
+ 1.75%
$28.1K - $30.3K
6.97K $2.34M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
111
+ 0.69%
$26K - $28K
16.1K $5.41M
Oct 06, 2023 Q3 2023
Members Trust CO

BUY
 -
106
+ 3.87%
$24.8K - $26.7K
2.84K $955K
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
106
+ 1.17%
$24.8K - $26.7K
9.2K $3.09M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
104
+ 3.7%
$24.3K - $26.2K
2.92K $979K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
104
+ 113.04%
$24.3K - $26.2K
196 $65.8K

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