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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-200- 2.19% |
$51.5K - $57.6K
|
8.92K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-201- 1.08% |
$51.7K - $57.9K
|
18.5K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-201- 5.05% |
$51.7K - $57.9K
|
3.78K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-201- 5.08% |
$51.7K - $57.9K
|
3.76K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-202- 1.49% |
$52K - $58.2K
|
13.4K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-218- 2.63% |
$56.1K - $62.8K
|
8.06K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-221- 3.17% |
$56.9K - $63.7K
|
6.76K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-221- 1.92% |
$56.9K - $63.7K
|
11.3K
$3.71M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-224- 6.44% |
$57.7K - $64.5K
|
3.25K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-225- 4.08% |
$57.9K - $64.8K
|
5.29K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-225- 1.48% |
$57.9K - $64.8K
|
15K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-225- 16.35% |
$57.9K - $64.8K
|
1.15K
$379K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-226- 1.75% |
$58.2K - $65.1K
|
12.7K
$4.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-232- 2.0% |
$59.7K - $66.8K
|
11.4K
$3.74M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-235- 1.03% |
$60.5K - $67.7K
|
22.7K
$7.46M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 3.45% |
$61.5K - $68.9K
|
6.69K
$2.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-239- 0.43% |
$61.5K - $68.9K
|
55.3K
$18.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-240- 0.35% |
$61.8K - $69.1K
|
68.1K
$22.4M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-247- 22.09% |
$63.6K - $71.2K
|
871
$287K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-249- 15.43% |
$64.1K - $71.7K
|
1.37K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-253- 7.38% |
$65.1K - $72.9K
|
3.18K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-253- 6.52% |
$65.1K - $72.9K
|
3.63K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-255- 6.9% |
$65.7K - $73.5K
|
3.44K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-256- 0.55% |
$65.9K - $73.8K
|
45.9K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-257- 3.1% |
$66.2K - $74K
|
8.04K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-267- 1.03% |
$68.7K - $76.9K
|
25.5K
$8.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-271- 0.2% |
$69.8K - $78.1K
|
134K
$44.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-275- 1.59% |
$70.8K - $79.2K
|
17K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-275- 10.73% |
$70.8K - $79.2K
|
2.29K
$753K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-280- 0.74% |
$72.1K - $80.7K
|
37.4K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-284- 2.16% |
$73.1K - $81.8K
|
12.8K
$4.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-292- 3.62% |
$75.2K - $84.1K
|
7.78K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-334- 7.78% |
$86K - $96.2K
|
3.96K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-334- 0.58% |
$86K - $96.2K
|
57.3K
$18.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-342- 17.49% |
$88.1K - $98.5K
|
1.61K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-343- 16.01% |
$88.3K - $98.8K
|
1.8K
$593K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-344- 4.01% |
$88.6K - $99.1K
|
8.24K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-347- 8.39% |
$89.3K - $100K
|
3.79K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-348- 7.03% |
$89.6K - $100K
|
4.6K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-351- 15.86% |
$90.4K - $101K
|
1.86K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-361- 4.02% |
$92.9K - $104K
|
8.61K
$2.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-373- 2.63% |
$96K - $107K
|
13.8K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-374- 1.14% |
$96.3K - $108K
|
32.4K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-376- 51.58% |
$96.8K - $108K
|
353
$116K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-383- 6.39% |
$98.6K - $110K
|
5.61K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-383- 6.26% |
$98.6K - $110K
|
5.74K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-395- 3.73% |
$102K - $114K
|
10.2K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-400- 18.18% |
$103K - $115K
|
1.8K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 20.46% |
$103K - $115K
|
1.56K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-409- 1.32% |
$105K - $118K
|
30.5K
$10M
|