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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-250- 2.09% |
$58.5K - $63K
|
11.7K
$3.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-251- 1.22% |
$58.7K - $63.3K
|
20.4K
$6.62M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-254- 4.91% |
$59.4K - $64.1K
|
4.91K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-257- 4.73% |
$60.2K - $64.8K
|
5.18K
$1.68M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-258- 7.17% |
$60.4K - $65.1K
|
3.34K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-258- 4.76% |
$60.4K - $65.1K
|
5.16K
$1.68M
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-263- 13.76% |
$61.6K - $66.3K
|
1.65K
$536K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-274- 7.83% |
$64.1K - $69.1K
|
3.22K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-277- 0.87% |
$64.8K - $69.9K
|
31.6K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-283- 0.91% |
$66.2K - $71.4K
|
30.7K
$9.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-287- 0.67% |
$67.2K - $72.4K
|
42.3K
$13.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-288- 2.31% |
$67.4K - $72.6K
|
12.2K
$3.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-298- 4.46% |
$69.7K - $75.1K
|
6.38K
$2.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-299- 3.93% |
$70K - $75.4K
|
7.31K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-301- 1.04% |
$70.4K - $75.9K
|
28.6K
$9.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-303- 0.92% |
$70.9K - $76.4K
|
32.8K
$10.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-308- 1.68% |
$72.1K - $77.7K
|
18K
$5.84M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
SELL
|
- |
-317- 0.23% |
$74.2K - $79.9K
|
139K
$45M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-322- 20.16% |
$75.4K - $81.2K
|
1.28K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-325- 1.73% |
$76.1K - $82K
|
18.4K
$5.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-337- 0.36% |
$78.9K - $85K
|
93K
$30.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-344- 2.15% |
$80.5K - $86.7K
|
15.6K
$5.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-347- 23.9% |
$81.2K - $87.5K
|
1.11K
$359K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-367- 1.87% |
$85.9K - $92.5K
|
19.3K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-367- 1.74% |
$85.9K - $92.5K
|
20.7K
$6.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-367- 0.07% |
$85.9K - $92.5K
|
539K
$175M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-375- 29.05% |
$87.8K - $94.6K
|
916
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-375- 0.95% |
$87.8K - $94.6K
|
39K
$12.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-377- 7.67% |
$88.2K - $95.1K
|
4.54K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-382- 0.64% |
$89.4K - $96.3K
|
59.4K
$19.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-384- 6.79% |
$89.9K - $96.8K
|
5.27K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-387- 24.16% |
$90.6K - $97.6K
|
1.22K
$395K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-390- 12.28% |
$91.3K - $98.3K
|
2.79K
$905K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-396- 5.58% |
$92.7K - $99.9K
|
6.7K
$2.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-396- 1.19% |
$92.7K - $99.9K
|
32.8K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-409- 5.68% |
$95.7K - $103K
|
6.79K
$2.21M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-411- 15.21% |
$96.2K - $104K
|
2.29K
$745K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-413- 11.63% |
$96.7K - $104K
|
3.14K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-416- 0.55% |
$97.4K - $105K
|
75.5K
$24.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-420- 5.91% |
$98.3K - $106K
|
6.69K
$2.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-427- 4.99% |
$99.9K - $108K
|
8.14K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-428- 40.38% |
$100K - $108K
|
632
$205K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-443- 0.95% |
$104K - $112K
|
46.2K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-447- 4.82% |
$105K - $113K
|
8.84K
$2.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-449- 32.87% |
$105K - $113K
|
917
$298K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-453- 13.13% |
$106K - $114K
|
3K
$974K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-454- 5.99% |
$106K - $114K
|
7.13K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-458- 7.68% |
$107K - $115K
|
5.51K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-462- 3.38% |
$108K - $117K
|
13.2K
$4.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-465- 8.93% |
$109K - $117K
|
4.74K
$1.54M
|