Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.06K - $2.3K
|
1.65K
$569K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9- 0.34% |
$2.32K - $2.59K
|
2.67K
$922K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-9- 0.25% |
$2.32K - $2.59K
|
3.6K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.33% |
$2.32K - $2.59K
|
2.69K
$928K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-10- 0.06% |
$2.57K - $2.88K
|
17.3K
$5.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 38.46% |
$2.57K - $2.88K
|
16
$5.53K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-10- 0.15% |
$2.57K - $2.88K
|
6.46K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-12- 0.33% |
$3.09K - $3.46K
|
3.59K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-13- 0.21% |
$3.35K - $3.75K
|
6.15K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-13- 0.04% |
$3.35K - $3.75K
|
36.6K
$12.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.03% |
$3.86K - $4.32K
|
54.6K
$18.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.56% |
$3.86K - $4.32K
|
2.66K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-15- 0.68% |
$3.86K - $4.32K
|
2.19K
$756K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-15- 1.13% |
$3.86K - $4.32K
|
1.32K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-16- 0.25% |
$4.12K - $4.61K
|
6.28K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.36% |
$4.38K - $4.9K
|
4.64K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-17- 0.03% |
$4.38K - $4.9K
|
60.9K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-18- 1.96% |
$4.63K - $5.19K
|
900
$311K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18- 0.65% |
$4.63K - $5.19K
|
2.74K
$946K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-19- 1.91% |
$4.89K - $5.47K
|
977
$338K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19- 10.0% |
$4.89K - $5.47K
|
171
$59.1K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-19Closed |
$4.89K - $5.47K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-19- 1.75% |
$4.89K - $5.47K
|
1.07K
$368K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19- 5.25% |
$4.89K - $5.47K
|
343
$119K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.56% |
$5.15K - $5.76K
|
3.55K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-20- 0.04% |
$5.15K - $5.76K
|
53K
$18.3M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-20- 2.01% |
$5.15K - $5.76K
|
975
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.53% |
$5.15K - $5.76K
|
769
$266K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-21- 26.58% |
$5.41K - $6.05K
|
58
$20K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-22- 2.75% |
$5.66K - $6.34K
|
778
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-22- 1.65% |
$5.66K - $6.34K
|
1.31K
$453K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 5.49% |
$5.92K - $6.63K
|
396
$137K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24- 0.14% |
$6.18K - $6.91K
|
17.4K
$6.02M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-24- 2.12% |
$6.18K - $6.91K
|
1.11K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-25- 0.18% |
$6.44K - $7.2K
|
13.7K
$4.74M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 2.58% |
$6.44K - $7.2K
|
945
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-27- 2.95% |
$6.95K - $7.78K
|
889
$307K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-28- 2.38% |
$7.21K - $8.07K
|
1.15K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-28- 1.0% |
$7.21K - $8.07K
|
2.77K
$957K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31- 0.92% |
$7.98K - $8.93K
|
3.34K
$1.15M
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-32- 0.13% |
$8.24K - $9.22K
|
25.3K
$8.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-32- 0.79% |
$8.24K - $9.22K
|
4.02K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 1.88% |
$8.5K - $9.51K
|
1.73K
$597K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-33- 1.4% |
$8.5K - $9.51K
|
2.32K
$802K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-34- 44.16% |
$8.75K - $9.8K
|
43
$14.9K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-35- 3.19% |
$9.01K - $10.1K
|
1.06K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-35- 3.82% |
$9.01K - $10.1K
|
882
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-37- 4.22% |
$9.53K - $10.7K
|
839
$290K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 2.56% |
$10.3K - $11.5K
|
1.53K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-40- 6.12% |
$10.3K - $11.5K
|
614
$212K
|