Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 1000 ETF (IWB)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.12M+ 2233.75% |
$262M - $282M
|
1.17M
$380M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
717KNew |
$168M - $181M
|
717K
$233M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
708KNew |
$166M - $178M
|
708K
$230M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
568K+ 1444.71% |
$133M - $143M
|
607K
$197M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
386K+ 9.06% |
$90.4M - $97.3M
|
4.65M
$1.51B
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
222K+ 193.35% |
$52M - $56.1M
|
337K
$110M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189K+ 42.47% |
$44.2M - $47.6M
|
634K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
179K+ 48.24% |
$41.9M - $45.1M
|
550K
$179M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
170KNew |
$39.8M - $42.9M
|
170K
$55.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
160K+ 2.0% |
$37.4M - $40.3M
|
8.15M
$2.65B
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
135KNew |
$31.7M - $34.1M
|
135K
$44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 18.19% |
$26.5M - $28.6M
|
736K
$239M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
103K+ 10.65% |
$24.1M - $25.9M
|
1.07M
$347M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88.4K+ 40.85% |
$20.7M - $22.3M
|
305K
$99M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
76.1K+ 21.12% |
$17.8M - $19.2M
|
437K
$142M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.6K+ 24.98% |
$17.5M - $18.8M
|
373K
$121M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
72K+ 161.23% |
$16.9M - $18.2M
|
117K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.6KNew |
$16.8M - $18.1M
|
71.6K
$23.3M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
59KNew |
$13.8M - $14.9M
|
59K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53K+ 339.15% |
$12.4M - $13.4M
|
68.7K
$22.3M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
50.9K+ 307.94% |
$11.9M - $12.8M
|
67.4K
$21.9M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
49.6K+ 1.73% |
$11.6M - $12.5M
|
2.92M
$950M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.1K+ 2157.76% |
$11.5M - $12.4M
|
51.4K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
44.7KNew |
$10.5M - $11.3M
|
44.7K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 1.75% |
$9.08M - $9.78M
|
2.25M
$731M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
33.7K+ 87.2% |
$7.88M - $8.49M
|
72.3K
$23.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30.9K+ 494.53% |
$7.24M - $7.8M
|
37.2K
$12.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.9K+ 494.53% |
$7.24M - $7.8M
|
37.2K
$12.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
30.6K+ 5.46% |
$7.16M - $7.71M
|
591K
$192M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
27.1K+ 1013.77% |
$6.34M - $6.83M
|
29.8K
$9.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 5.55% |
$6.25M - $6.73M
|
508K
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.8K+ 20.52% |
$5.57M - $6M
|
140K
$45.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.3K+ 33.62% |
$5.45M - $5.87M
|
92.6K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
19.3K+ 386.0% |
$4.52M - $4.87M
|
24.3K
$7.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18KNew |
$4.21M - $4.53M
|
18K
$5.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 375.55% |
$3.8M - $4.1M
|
20.6K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
16.1K+ 26.26% |
$3.77M - $4.06M
|
77.4K
$25.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.1K+ 1.75% |
$3.31M - $3.56M
|
822K
$267M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13.4K+ 138.19% |
$3.13M - $3.37M
|
23K
$7.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.3K+ 36.84% |
$3.11M - $3.36M
|
49.4K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6K+ 0.91% |
$2.95M - $3.18M
|
1.4M
$454M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12K+ 23.06% |
$2.8M - $3.02M
|
63.9K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 47.34% |
$2.72M - $2.93M
|
36.2K
$11.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 84.14% |
$2.61M - $2.81M
|
24.4K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 13.7% |
$2.58M - $2.78M
|
91.6K
$29.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11K+ 0.54% |
$2.58M - $2.77M
|
2.06M
$668M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 9.55% |
$2.5M - $2.7M
|
123K
$39.9M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
10.1K+ 9.57% |
$2.37M - $2.55M
|
116K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
10.1K+ 114.77% |
$2.36M - $2.55M
|
18.9K
$6.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.1K+ 293.44% |
$2.35M - $2.54M
|
13.5K
$4.38M
|