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 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.54KNew |
$348K - $406K
|
1.54K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.53KNew |
$345K - $403K
|
1.53K
$498K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.53K+ 64.8% |
$344K - $403K
|
3.89K
$1.26M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.51KNew |
$341K - $398K
|
1.51K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.5K+ 0.21% |
$338K - $395K
|
719K
$233M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.49KNew |
$336K - $392K
|
1.49K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 4.11% |
$333K - $389K
|
37.5K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.45KNew |
$327K - $382K
|
1.45K
$472K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.4KNew |
$316K - $369K
|
1.4K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.4K+ 27.7% |
$314K - $367K
|
6.43K
$2.09M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.39KNew |
$313K - $366K
|
1.39K
$452K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.39K+ 25.16% |
$312K - $365K
|
6.89K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.37KNew |
$308K - $361K
|
1.37K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.35K+ 3.19% |
$304K - $355K
|
43.7K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.3K+ 96.94% |
$292K - $342K
|
2.64K
$857K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.3K+ 12.0% |
$292K - $341K
|
12.1K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.29K+ 2.17% |
$290K - $339K
|
60.7K
$19.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.29K+ 3.75% |
$289K - $338K
|
35.5K
$11.5M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.28KNew |
$288K - $337K
|
1.28K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.27K+ 8.46% |
$287K - $335K
|
16.3K
$5.31M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.27K+ 15.71% |
$286K - $334K
|
9.35K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.25KNew |
$281K - $328K
|
1.25K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.23K+ 5.31% |
$278K - $324K
|
24.5K
$7.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.22K+ 2.22% |
$275K - $321K
|
56.3K
$18.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.22KNew |
$275K - $321K
|
1.22K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.2K+ 4.74% |
$270K - $315K
|
26.4K
$8.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 0.23% |
$268K - $313K
|
509K
$165M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.17K+ 12.77% |
$264K - $308K
|
10.4K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.16KNew |
$261K - $305K
|
1.16K
$376K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.13KNew |
$255K - $298K
|
1.13K
$368K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.13KNew |
$254K - $297K
|
1.13K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.12KNew |
$252K - $295K
|
1.12K
$364K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.11K+ 8.64% |
$249K - $292K
|
13.9K
$4.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.1KNew |
$248K - $289K
|
1.1K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 37.0% |
$241K - $281K
|
3.96K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.05KNew |
$237K - $277K
|
1.05K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1.03KNew |
$233K - $272K
|
1.03K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03K+ 18.65% |
$232K - $271K
|
6.56K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
984New |
$222K - $259K
|
984
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
963New |
$217K - $253K
|
963
$313K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
933New |
$210K - $246K
|
933
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
923+ 3.17% |
$208K - $243K
|
30.1K
$9.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
920New |
$207K - $242K
|
920
$299K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
913+ 2.72% |
$206K - $240K
|
34.4K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
908+ 2.54% |
$204K - $239K
|
36.6K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
900+ 0.55% |
$203K - $237K
|
163K
$53M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
900New |
$203K - $237K
|
900
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
895New |
$202K - $236K
|
895
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
884+ 6.69% |
$199K - $233K
|
14.1K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
884New |
$199K - $233K
|
884
$287K
|