Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
552K+ 26.99% |
$142M - $159M
|
2.6M
$837M
|
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
455K+ 292.55% |
$117M - $131M
|
610K
$197M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
403K+ 10.03% |
$104M - $116M
|
4.42M
$1.42B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
377K+ 15.94% |
$97M - $109M
|
2.74M
$882M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
377K+ 15.94% |
$97M - $109M
|
2.74M
$882M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
353K+ 37.1% |
$90.9M - $102M
|
1.3M
$420M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
315K+ 26.52% |
$81.1M - $90.7M
|
1.5M
$484M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
293K+ 6.48% |
$75.3M - $84.3M
|
4.81M
$1.55B
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
253K+ 8.58% |
$65.2M - $73M
|
3.21M
$1.03B
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
203K+ 391.99% |
$52.3M - $58.5M
|
255K
$82.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183K+ 204.07% |
$47.1M - $52.8M
|
273K
$87.9M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
179K+ 2.14% |
$46.1M - $51.6M
|
8.56M
$2.76B
|
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
161KNew |
$41.5M - $46.5M
|
161K
$52M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
157KNew |
$40.5M - $45.3M
|
157K
$50.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
145K+ 17.55% |
$37.2M - $41.6M
|
968K
$312M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139KNew |
$35.9M - $40.2M
|
139K
$44.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
90.4KNew |
$23.3M - $26M
|
90.4K
$29.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.9K+ 19.7% |
$17.7M - $19.8M
|
419K
$135M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 387.21% |
$15M - $16.8M
|
73.3K
$23.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.8K+ 2.48% |
$14.4M - $16.1M
|
2.31M
$745M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.9KNew |
$12.1M - $13.5M
|
46.9K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
44.7KNew |
$11.5M - $12.9M
|
44.7K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44.1KNew |
$11.4M - $12.7M
|
44.1K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39.9K+ 32.28% |
$10.3M - $11.5M
|
163K
$52.7M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.6K+ 123.56% |
$8.9M - $9.96M
|
62.5K
$20.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
30.3KNew |
$7.81M - $8.74M
|
30.3K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.2K+ 3790.2% |
$7.77M - $8.69M
|
31K
$9.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
29.9KNew |
$7.7M - $8.62M
|
29.9K
$9.64M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
29.8K+ 20.39% |
$7.66M - $8.58M
|
176K
$56.6M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24.9K+ 2.03% |
$6.42M - $7.18M
|
1.25M
$403M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.8K+ 82.64% |
$6.4M - $7.16M
|
54.9K
$17.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 17.79% |
$6.22M - $6.96M
|
160K
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.9K+ 2.11% |
$6.15M - $6.89M
|
1.16M
$373M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
22.7K+ 6.72% |
$5.85M - $6.54M
|
361K
$116M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
21.7K+ 5.94% |
$5.58M - $6.24M
|
386K
$124M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.1K+ 374.55% |
$5.16M - $5.78M
|
25.4K
$8.19M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
20K+ 2.91% |
$5.16M - $5.77M
|
708K
$228M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.5KNew |
$4.76M - $5.32M
|
18.5K
$5.95M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
16.9K+ 18.6% |
$4.35M - $4.86M
|
108K
$34.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
16.3K+ 284.19% |
$4.2M - $4.7M
|
22K
$7.1M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$3.88M - $4.35M
|
15.1K
$4.86M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
14.9K+ 24.5% |
$3.83M - $4.29M
|
75.6K
$24.4M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
13.3K+ 15.43% |
$3.42M - $3.82M
|
99.3K
$32M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.7K+ 12.48% |
$3.27M - $3.66M
|
115K
$36.9M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10.9K+ 31.42% |
$2.81M - $3.15M
|
45.7K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.5KNew |
$2.72M - $3.04M
|
10.5K
$3.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.4K+ 0.73% |
$2.67M - $2.99M
|
1.44M
$463M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.72K+ 9.36% |
$2.5M - $2.8M
|
114K
$36.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
9.37KNew |
$2.41M - $2.7M
|
9.37K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.26K+ 24.73% |
$2.38M - $2.67M
|
46.7K
$15M
|