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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-46- 6.14% |
$10.4K - $12.1K
|
703
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-46- 3.38% |
$10.4K - $12.1K
|
1.31K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-48- 1.18% |
$10.8K - $12.6K
|
4.03K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-49- 0.59% |
$11K - $12.9K
|
8.3K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50- 0.19% |
$11.3K - $13.2K
|
25.7K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 1.91% |
$11.3K - $13.2K
|
2.57K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-53- 1.35% |
$11.9K - $13.9K
|
3.88K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-53- 0.3% |
$11.9K - $13.9K
|
17.6K
$5.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-54- 2.39% |
$12.2K - $14.2K
|
2.2K
$716K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-54- 2.39% |
$12.2K - $14.2K
|
2.2K
$716K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-56- 0.35% |
$12.6K - $14.7K
|
15.9K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-56- 0.36% |
$12.6K - $14.7K
|
15.4K
$5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-58- 0.49% |
$13.1K - $15.3K
|
11.7K
$3.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-60- 2.87% |
$13.5K - $15.8K
|
2.03K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 0.16% |
$14K - $16.3K
|
38.5K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-65- 7.07% |
$14.6K - $17.1K
|
854
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-66- 1.61% |
$14.9K - $17.4K
|
4.03K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-68- 0.35% |
$15.3K - $17.9K
|
19.4K
$6.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-68- 3.75% |
$15.3K - $17.9K
|
1.75K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-68- 0.43% |
$15.3K - $17.9K
|
15.9K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-69- 5.18% |
$15.5K - $18.2K
|
1.26K
$410K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-69- 3.19% |
$15.5K - $18.2K
|
2.09K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-73- 1.12% |
$16.4K - $19.2K
|
6.47K
$2.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-73- 3.18% |
$16.4K - $19.2K
|
2.22K
$722K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-74- 1.31% |
$16.7K - $19.5K
|
5.56K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-75- 0.23% |
$16.9K - $19.7K
|
32.4K
$10.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 55.97% |
$16.9K - $19.7K
|
59
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-79- 0.2% |
$17.8K - $20.8K
|
40.1K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-79- 1.68% |
$17.8K - $20.8K
|
4.63K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 5.4% |
$18.2K - $21.3K
|
1.42K
$461K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81- 0.51% |
$18.2K - $21.3K
|
15.8K
$5.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-81- 2.94% |
$18.2K - $21.3K
|
2.68K
$870K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-85- 1.46% |
$19.1K - $22.4K
|
5.72K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.24% |
$19.4K - $22.6K
|
1.1K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-86- 0.97% |
$19.4K - $22.6K
|
8.75K
$2.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-88- 5.77% |
$19.8K - $23.2K
|
1.44K
$467K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-89- 2.54% |
$20K - $23.4K
|
3.41K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-89- 0.59% |
$20K - $23.4K
|
15.1K
$4.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-90- 9.55% |
$20.3K - $23.7K
|
852
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-92- 2.75% |
$20.7K - $24.2K
|
3.25K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-95- 2.95% |
$21.4K - $25K
|
3.13K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-99- 56.25% |
$22.3K - $26.1K
|
77
$25K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 1.08% |
$22.5K - $26.3K
|
9.12K
$2.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-100- 0.64% |
$22.5K - $26.3K
|
15.5K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 9.13% |
$22.5K - $26.3K
|
995
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-100- 8.1% |
$22.5K - $26.3K
|
1.14K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 2.04% |
$22.5K - $26.3K
|
4.81K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-100- 4.35% |
$22.5K - $26.3K
|
2.2K
$715K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-101- 0.07% |
$22.7K - $26.6K
|
146K
$47.4M
|