Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.55MNew |
$348M - $407M
|
1.55M
$503M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22M+ 231.08% |
$274M - $321M
|
1.75M
$567M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.16MNew |
$261M - $305M
|
1.16M
$377M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
598K+ 26592.22% |
$135M - $157M
|
601K
$195M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
408K+ 120.9% |
$91.8M - $107M
|
745K
$242M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
296K+ 8.54% |
$66.7M - $77.9M
|
3.77M
$1.22B
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
227K+ 2.79% |
$51.2M - $59.8M
|
8.38M
$2.72B
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
190K+ 619.93% |
$42.7M - $49.9M
|
220K
$71.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
173K+ 31.49% |
$39M - $45.6M
|
723K
$235M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 3.37% |
$33.1M - $38.7M
|
4.51M
$1.47B
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124KNew |
$27.8M - $32.5M
|
124K
$40.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
111K+ 18.72% |
$25M - $29.3M
|
705K
$229M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
86KNew |
$19.4M - $22.6M
|
86K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
82.9K+ 438.62% |
$18.7M - $21.8M
|
102K
$33.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
78.7KNew |
$17.7M - $20.7M
|
78.7K
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
70.9K+ 41.69% |
$16M - $18.7M
|
241K
$78.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
70.8K+ 19.26% |
$15.9M - $18.6M
|
438K
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
68.8K+ 1045.2% |
$15.5M - $18.1M
|
75.4K
$24.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
67.9K+ 16.7% |
$15.3M - $17.9M
|
474K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
64.6KNew |
$14.6M - $17M
|
64.6K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.4K+ 169.95% |
$13.8M - $16.2M
|
97.6K
$31.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
61.1KNew |
$13.8M - $16.1M
|
61.1K
$19.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.1KNew |
$13.8M - $16.1M
|
61.1K
$19.8M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
60.5K+ 396.18% |
$13.6M - $15.9M
|
75.8K
$24.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
55.8KNew |
$12.6M - $14.7M
|
55.8K
$18.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
52.2K+ 214.72% |
$11.7M - $13.7M
|
76.5K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.7KNew |
$11.4M - $13.3M
|
50.7K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
44.6KNew |
$10M - $11.7M
|
44.6K
$14.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.2K+ 24.99% |
$9.94M - $11.6M
|
221K
$71.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41KNew |
$9.24M - $10.8M
|
41K
$13.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.4K+ 85.17% |
$8.87M - $10.4M
|
85.6K
$27.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.7K+ 38.27% |
$8.26M - $9.65M
|
132K
$43M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
36.4KNew |
$8.19M - $9.57M
|
36.4K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.6K+ 5.21% |
$7.58M - $8.85M
|
680K
$221M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33K+ 22.98% |
$7.42M - $8.67M
|
176K
$57.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
32.1K+ 1425.71% |
$7.22M - $8.43M
|
34.3K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
31.6K+ 1.08% |
$7.11M - $8.31M
|
2.95M
$960M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.1K+ 45.27% |
$7M - $8.18M
|
99.8K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.6K+ 2.19% |
$6.9M - $8.06M
|
1.43M
$464M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.5K+ 531.16% |
$6.65M - $7.77M
|
35.1K
$11.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
29.2K+ 614.35% |
$6.56M - $7.67M
|
33.9K
$11M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 200.03% |
$6.16M - $7.2M
|
41K
$13.3M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
26.7K+ 328.53% |
$6.01M - $7.02M
|
34.8K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
25.4K+ 2.12% |
$5.73M - $6.69M
|
1.23M
$398M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
25.1KNew |
$5.64M - $6.6M
|
25.1K
$8.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24K+ 9.0% |
$5.4M - $6.31M
|
290K
$94.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
23.9K+ 97.97% |
$5.38M - $6.29M
|
48.3K
$15.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23.3KNew |
$5.25M - $6.13M
|
23.3K
$7.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.8K+ 41.78% |
$5.13M - $5.99M
|
77.3K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.3K+ 10.66% |
$5.03M - $5.88M
|
232K
$75.4M
|