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 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7+ 0.75% |
$1.58K - $1.84K
|
939
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.48% |
$1.58K - $1.84K
|
1.47K
$478K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.13% |
$1.58K - $1.84K
|
5.25K
$1.71M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.22% |
$1.35K - $1.58K
|
2.69K
$875K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.22% |
$1.35K - $1.58K
|
2.68K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.11% |
$1.35K - $1.58K
|
5.44K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$1.35K - $1.58K
|
796
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.35K - $1.58K
|
1.35K
$440K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.36% |
$1.35K - $1.58K
|
1.66K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5+ 0.23% |
$1.13K - $1.32K
|
2.14K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.52% |
$1.13K - $1.32K
|
972
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.77% |
$1.13K - $1.32K
|
652
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$901 - $1.05K
|
1.13K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.74% |
$901 - $1.05K
|
542
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.39% |
$901 - $1.05K
|
1.04K
$338K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.11% |
$901 - $1.05K
|
3.81K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.32% |
$901 - $1.05K
|
1.26K
$408K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.68% |
$675 - $790
|
441
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3+ 0.32% |
$675 - $790
|
938
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$675 - $790
|
18.1K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.07% |
$675 - $790
|
4.18K
$1.36M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$675 - $790
|
10.1K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.02% |
$450 - $526
|
12.4K
$4.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$450 - $526
|
29.5K
$9.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.02% |
$450 - $526
|
9.96K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$450 - $526
|
3.81K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.22% |
$450 - $526
|
918
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$450 - $526
|
682
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.56% |
$225 - $263
|
178
$57.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$225 - $263
|
3.23K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$225 - $263
|
3.48K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$225 - $263
|
2.27K
$739K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$225 - $263
|
4.19K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$225 - $263
|
140
$45.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$225 - $263
|
2.13K
$691K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.46% |
$225 - $263
|
218
$70.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.97% |
$225 - $263
|
104
$33.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$225 - $263
|
2.71K
$880K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$225 - $263
|
1K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.74% |
$225 - $263
|
136
$44.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$225 - $263
|
4.02K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2- 0.07% |
$450 - $526
|
2.8K
$909K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.22% |
$450 - $526
|
924
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4- 0.06% |
$901 - $1.05K
|
6.29K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.57% |
$1.13K - $1.32K
|
875
$284K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.58K
|
1.76K
$573K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.48% |
$1.58K - $1.84K
|
1.46K
$475K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7- 0.26% |
$1.58K - $1.84K
|
2.66K
$864K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-8- 0.06% |
$1.8K - $2.11K
|
13.7K
$4.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.09% |
$1.8K - $2.11K
|
8.86K
$2.88M
|