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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-63- 1.28% |
$14.7K - $15.9K
|
4.86K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-65- 6.39% |
$15.2K - $16.4K
|
952
$309K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-65- 6.81% |
$15.2K - $16.4K
|
890
$289K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-65- 2.7% |
$15.2K - $16.4K
|
2.34K
$761K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-66- 1.11% |
$15.4K - $16.6K
|
5.86K
$1.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-66- 4.33% |
$15.4K - $16.6K
|
1.46K
$474K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-67- 0.72% |
$15.7K - $16.9K
|
9.18K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-69- 0.82% |
$16.1K - $17.4K
|
8.31K
$2.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-70- 2.56% |
$16.4K - $17.7K
|
2.67K
$867K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-71- 7.25% |
$16.6K - $17.9K
|
908
$295K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-71- 0.32% |
$16.6K - $17.9K
|
22.4K
$7.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-72- 13.16% |
$16.9K - $18.2K
|
475
$154K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 0.46% |
$17.1K - $18.4K
|
15.9K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-75- 0.95% |
$17.6K - $18.9K
|
7.81K
$2.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-80- 2.47% |
$18.7K - $20.2K
|
3.16K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-80- 1.06% |
$18.7K - $20.2K
|
7.45K
$2.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-81- 83.51% |
$19K - $20.4K
|
16
$5.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-81- 0.19% |
$19K - $20.4K
|
41.7K
$13.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-82- 0.48% |
$19.2K - $20.7K
|
17K
$5.54M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-82- 0.92% |
$19.2K - $20.7K
|
8.87K
$2.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-83- 3.52% |
$19.4K - $20.9K
|
2.27K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-84- 0.43% |
$19.7K - $21.2K
|
19.4K
$6.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-85- 85.0% |
$19.9K - $21.4K
|
15
$4.87K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-85- 1.66% |
$19.9K - $21.4K
|
5.03K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-86- 0.11% |
$20.1K - $21.7K
|
75.7K
$24.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.54% |
$20.4K - $21.9K
|
16.2K
$5.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-87- 6.49% |
$20.4K - $21.9K
|
1.25K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-87- 1.52% |
$20.4K - $21.9K
|
5.62K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-90- 48.39% |
$21.1K - $22.7K
|
96
$31.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-91- 2.75% |
$21.3K - $22.9K
|
3.22K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-94- 4.28% |
$22K - $23.7K
|
2.1K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97- 1.25% |
$22.7K - $24.5K
|
7.65K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-97- 0.33% |
$22.7K - $24.5K
|
29.5K
$9.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-99- 5.62% |
$23.2K - $25K
|
1.66K
$540K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-100- 0.63% |
$23.4K - $25.2K
|
15.9K
$5.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 2.74% |
$23.4K - $25.2K
|
3.55K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 57.14% |
$23.4K - $25.2K
|
75
$24.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-100- 2.26% |
$23.4K - $25.2K
|
4.32K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-103- 1.67% |
$24.1K - $26K
|
6.05K
$1.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-105- 6.24% |
$24.6K - $26.5K
|
1.58K
$513K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-111- 0.77% |
$26K - $28K
|
14.4K
$4.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-113- 0.62% |
$26.4K - $28.5K
|
18.1K
$5.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-114- 0.22% |
$26.7K - $28.7K
|
51.4K
$16.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-114- 6.95% |
$26.7K - $28.7K
|
1.53K
$496K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-115- 9.62% |
$26.9K - $29K
|
1.08K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-117- 3.23% |
$27.4K - $29.5K
|
3.5K
$1.14M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-118- 4.21% |
$27.6K - $29.8K
|
2.69K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-119- 12.16% |
$27.9K - $30K
|
860
$279K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-121- 2.87% |
$28.3K - $30.5K
|
4.1K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-122- 1.05% |
$28.6K - $30.8K
|
11.5K
$3.73M
|