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 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.11% |
$1.7K - $1.89K
|
5.49K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.27% |
$1.42K - $1.57K
|
1.83K
$569K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.06% |
$1.42K - $1.57K
|
7.92K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.57K
|
1.69K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.23% |
$1.42K - $1.57K
|
2.15K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
5+ 0.1% |
$1.42K - $1.57K
|
5.21K
$1.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.26K
|
1.87K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.26K
|
1.91K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.35% |
$1.13K - $1.26K
|
1.16K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.06% |
$1.13K - $1.26K
|
6.91K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.13K - $1.26K
|
2.43K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
4+ 0.59% |
$1.13K - $1.26K
|
682
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.36% |
$1.13K - $1.26K
|
1.1K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$1.13K - $1.26K
|
4.21K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$850 - $943
|
1.75K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$850 - $943
|
5.26K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$850 - $943
|
1.05K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3+ 0.13% |
$850 - $943
|
2.25K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.33% |
$850 - $943
|
903
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$850 - $943
|
1.26K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.08% |
$850 - $943
|
3.75K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.19% |
$850 - $943
|
1.55K
$482K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.44% |
$850 - $943
|
688
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.06% |
$850 - $943
|
5.32K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3+ 0.42% |
$850 - $943
|
715
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.26% |
$850 - $943
|
1.14K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$850 - $943
|
1.65K
$514K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.31% |
$850 - $943
|
966
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$567 - $629
|
28.7K
$8.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.3% |
$567 - $629
|
658
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.14% |
$567 - $629
|
1.43K
$444K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.21% |
$567 - $629
|
974
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$567 - $629
|
1.23K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$567 - $629
|
695
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.24% |
$567 - $629
|
831
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2+ 0.26% |
$567 - $629
|
758
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.21% |
$567 - $629
|
977
$304K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$567 - $629
|
2.11K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.06% |
$567 - $629
|
3.26K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.19% |
$567 - $629
|
1.05K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2+ 0.1% |
$567 - $629
|
2.08K
$646K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.37% |
$567 - $629
|
547
$170K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$283 - $314
|
1.78K
$553K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.07% |
$283 - $314
|
1.44K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1+ 0.02% |
$283 - $314
|
5.72K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$283 - $314
|
2.89K
$901K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$283 - $314
|
77.8K
$24.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.24% |
$283 - $314
|
416
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$283 - $314
|
1.47K
$456K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.15% |
$283 - $314
|
653
$203K
|