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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 3.86% |
$25.8K - $28.6K
|
2.45K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
90+ 1.01% |
$25.5K - $28.3K
|
9.04K
$2.61M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
88+ 5.65% |
$24.9K - $27.7K
|
1.65K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
87+ 0.79% |
$24.6K - $27.4K
|
11.1K
$3.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
86+ 14.98% |
$24.4K - $27K
|
660
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
83+ 0.66% |
$23.5K - $26.1K
|
12.7K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
82+ 1.91% |
$23.2K - $25.8K
|
4.36K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
81+ 1.02% |
$22.9K - $25.5K
|
8.05K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 15.99% |
$22.4K - $24.8K
|
573
$166K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
79+ 3.8% |
$22.4K - $24.8K
|
2.16K
$623K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76New |
$21.5K - $23.9K
|
76
$22K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 2.59% |
$21.2K - $23.6K
|
2.97K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
70+ 0.71% |
$19.8K - $22K
|
9.97K
$2.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 239.29% |
$19K - $21.1K
|
95
$27.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
66+ 6.27% |
$18.7K - $20.7K
|
1.12K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
63+ 75.9% |
$17.8K - $19.8K
|
146
$42.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
62+ 7.28% |
$17.6K - $19.5K
|
914
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
61+ 3.47% |
$17.3K - $19.2K
|
1.82K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 0.73% |
$17K - $18.9K
|
8.25K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60+ 1.62% |
$17K - $18.9K
|
3.76K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
59+ 0.64% |
$16.7K - $18.5K
|
9.34K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
58+ 5.2% |
$16.4K - $18.2K
|
1.17K
$339K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57+ 16.43% |
$16.1K - $17.9K
|
404
$117K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
57New |
$16.1K - $17.9K
|
57
$16.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
56+ 1.88% |
$15.9K - $17.6K
|
3.03K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
52+ 0.02% |
$14.7K - $16.3K
|
214K
$61.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
51+ 7.32% |
$14.4K - $16K
|
748
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
51+ 1.08% |
$14.4K - $16K
|
4.76K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
50+ 1.54% |
$14.2K - $15.7K
|
3.29K
$950K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
49+ 0.14% |
$13.9K - $15.4K
|
36K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
48+ 3.04% |
$13.6K - $15.1K
|
1.63K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.6% |
$13.6K - $15.1K
|
8.05K
$2.32M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46+ 1.0% |
$13K - $14.5K
|
4.66K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
46+ 2.27% |
$13K - $14.5K
|
2.07K
$598K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
46+ 1.41% |
$13K - $14.5K
|
3.31K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
44+ 0.15% |
$12.5K - $13.8K
|
29.8K
$8.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
43+ 0.86% |
$12.2K - $13.5K
|
5.07K
$1.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.29% |
$12.2K - $13.5K
|
14.8K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.14% |
$11.9K - $13.2K
|
30.2K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
41+ 0.35% |
$11.6K - $12.9K
|
11.8K
$3.42M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
41New |
$11.6K - $12.9K
|
41
$11.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40New |
$11.3K - $12.6K
|
40
$11.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
37+ 23.27% |
$10.5K - $11.6K
|
196
$56.6K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
37+ 0.07% |
$10.5K - $11.6K
|
49.8K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
37+ 3.59% |
$10.5K - $11.6K
|
1.07K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
36+ 0.34% |
$10.2K - $11.3K
|
10.7K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36+ 0.82% |
$10.2K - $11.3K
|
4.4K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
35+ 0.35% |
$9.91K - $11K
|
10.1K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
35+ 1.22% |
$9.91K - $11K
|
2.9K
$836K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
35+ 0.34% |
$9.91K - $11K
|
10.2K
$2.95M
|