Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-23- 0.77% |
$6.52K - $7.23K
|
2.95K
$853K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-24- 24.74% |
$6.8K - $7.55K
|
73
$21.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-25- 7.69% |
$7.08K - $7.86K
|
300
$86.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-25- 22.73% |
$7.08K - $7.86K
|
85
$24.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.4% |
$7.08K - $7.86K
|
1.76K
$508K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-25- 0.21% |
$7.08K - $7.86K
|
11.6K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 2.65% |
$7.08K - $7.86K
|
920
$266K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-25- 0.09% |
$7.08K - $7.86K
|
26.6K
$7.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 1.25% |
$7.08K - $7.86K
|
1.98K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-26- 1.3% |
$7.37K - $8.17K
|
1.97K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$192K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 3.71% |
$7.65K - $8.49K
|
701
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-28- 1.24% |
$7.93K - $8.8K
|
2.23K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-29- 1.29% |
$8.22K - $9.12K
|
2.22K
$640K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-29- 0.44% |
$8.22K - $9.12K
|
6.62K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-29- 2.52% |
$8.22K - $9.12K
|
1.12K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-30- 0.11% |
$8.5K - $9.43K
|
26.7K
$7.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 3.89% |
$8.5K - $9.43K
|
741
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-30- 1.04% |
$8.5K - $9.43K
|
2.86K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-31- 1.34% |
$8.78K - $9.75K
|
2.29K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-32- 0.13% |
$9.06K - $10.1K
|
25.2K
$7.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-32- 1.21% |
$9.06K - $10.1K
|
2.62K
$757K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-32- 1.9% |
$9.06K - $10.1K
|
1.66K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-33- 0.21% |
$9.35K - $10.4K
|
15.3K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-34- 0.16% |
$9.63K - $10.7K
|
20.8K
$6M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-35- 4.67% |
$9.91K - $11K
|
714
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35- 15.91% |
$9.91K - $11K
|
185
$53.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 2.97% |
$9.91K - $11K
|
1.14K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-38- 4.8% |
$10.8K - $11.9K
|
754
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-39- 2.06% |
$11K - $12.3K
|
1.86K
$536K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-39- 0.53% |
$11K - $12.3K
|
7.37K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-39- 0.08% |
$11K - $12.3K
|
50.4K
$14.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-41- 4.58% |
$11.6K - $12.9K
|
854
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-41- 0.16% |
$11.6K - $12.9K
|
26.3K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.23% |
$11.9K - $13.2K
|
18.5K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-42- 3.86% |
$11.9K - $13.2K
|
1.05K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 0.42% |
$12.2K - $13.5K
|
10.2K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-44- 10.09% |
$12.5K - $13.8K
|
392
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-44- 5.55% |
$12.5K - $13.8K
|
749
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.45% |
$12.7K - $14.1K
|
3.06K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-45- 0.05% |
$12.7K - $14.1K
|
90.9K
$26.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-46- 0.36% |
$13K - $14.5K
|
12.6K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-50- 10.57% |
$14.2K - $15.7K
|
423
$122K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-50- 3.12% |
$14.2K - $15.7K
|
1.56K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50- 2.94% |
$14.2K - $15.7K
|
1.65K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 7.2% |
$14.2K - $15.7K
|
644
$186K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-50- 6.48% |
$14.2K - $15.7K
|
722
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-50- 0.71% |
$14.2K - $15.7K
|
6.98K
$2.02M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-50- 0.2% |
$14.2K - $15.7K
|
25.2K
$7.27M
|