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 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$4.68K - $5.04K
|
4.01K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-21- 0.27% |
$4.92K - $5.3K
|
7.63K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-21- 1.92% |
$4.92K - $5.3K
|
1.07K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-21- 1.41% |
$4.92K - $5.3K
|
1.47K
$477K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 1.42% |
$4.92K - $5.3K
|
1.46K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-22- 0.28% |
$5.15K - $5.55K
|
7.96K
$2.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-22- 0.23% |
$5.15K - $5.55K
|
9.75K
$3.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.21% |
$5.85K - $6.3K
|
11.7K
$3.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25- 1.17% |
$5.85K - $6.3K
|
2.12K
$689K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-25- 2.5% |
$5.85K - $6.3K
|
975
$317K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 2.51% |
$5.85K - $6.3K
|
970
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-25- 2.66% |
$5.85K - $6.3K
|
916
$298K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25- 1.17% |
$5.85K - $6.3K
|
2.12K
$689K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-26- 1.39% |
$6.09K - $6.56K
|
1.85K
$601K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-27- 0.89% |
$6.32K - $6.81K
|
2.99K
$972K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 20.0% |
$6.79K - $7.31K
|
116
$37.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-29- 1.03% |
$6.79K - $7.31K
|
2.77K
$901K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 1.27% |
$7.02K - $7.57K
|
2.32K
$755K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-30- 0.23% |
$7.02K - $7.57K
|
13.2K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-30- 3.02% |
$7.02K - $7.57K
|
963
$313K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-32- 5.19% |
$7.49K - $8.07K
|
585
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-33- 0.08% |
$7.72K - $8.32K
|
39.1K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-35- 0.2% |
$8.19K - $8.83K
|
17.6K
$5.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-36- 0.38% |
$8.43K - $9.08K
|
9.32K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-38- 0.73% |
$8.89K - $9.58K
|
5.13K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 3.68% |
$9.13K - $9.83K
|
1.02K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-40- 21.62% |
$9.36K - $10.1K
|
145
$47.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-40- 3.45% |
$9.36K - $10.1K
|
1.12K
$364K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-41- 1.07% |
$9.6K - $10.3K
|
3.8K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-42- 0.65% |
$9.83K - $10.6K
|
6.43K
$2.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-42- 0.58% |
$9.83K - $10.6K
|
7.18K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-47- 1.29% |
$11K - $11.9K
|
3.59K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-48- 0.47% |
$11.2K - $12.1K
|
10.1K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.55% |
$11.2K - $12.1K
|
8.73K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-49- 3.98% |
$11.5K - $12.4K
|
1.18K
$384K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-50- 3.96% |
$11.7K - $12.6K
|
1.21K
$394K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 33.33% |
$11.7K - $12.6K
|
100
$32.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-52- 1.03% |
$12.2K - $13.1K
|
4.98K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-52- 0.27% |
$12.2K - $13.1K
|
19.5K
$6.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-56- 81.16% |
$13.1K - $14.1K
|
13
$4.22K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-57- 3.04% |
$13.3K - $14.4K
|
1.82K
$590K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-57- 3.59% |
$13.3K - $14.4K
|
1.53K
$497K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-58- 0.83% |
$13.6K - $14.6K
|
6.91K
$2.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-60- 0.72% |
$14K - $15.1K
|
8.32K
$2.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-60- 0.34% |
$14K - $15.1K
|
17.7K
$5.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 1.07% |
$14K - $15.1K
|
5.54K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-60- 0.53% |
$14K - $15.1K
|
11.3K
$3.66M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-60- 2.06% |
$14K - $15.1K
|
2.86K
$928K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-61- 1.25% |
$14.3K - $15.4K
|
4.81K
$1.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-63- 1.88% |
$14.7K - $15.9K
|
3.28K
$1.07M
|