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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-438- 0.26% |
$113K - $126K
|
166K
$53.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-441- 3.49% |
$114K - $127K
|
12.2K
$3.97M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-450- 26.87% |
$116K - $130K
|
1.23K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-475- 2.7% |
$122K - $137K
|
17.1K
$5.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-478- 0.97% |
$123K - $138K
|
48.6K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-479- 1.83% |
$123K - $138K
|
25.7K
$8.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 12.02% |
$127K - $142K
|
3.62K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-494- 0.82% |
$127K - $142K
|
59.5K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-495- 2.95% |
$127K - $143K
|
16.3K
$5.31M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-506- 5.78% |
$130K - $146K
|
8.24K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-509- 34.37% |
$131K - $147K
|
972
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-514- 8.21% |
$132K - $148K
|
5.75K
$1.87M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-521- 3.56% |
$134K - $150K
|
14.1K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-529- 12.96% |
$136K - $152K
|
3.55K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-533- 23.18% |
$137K - $154K
|
1.77K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-534- 1.74% |
$137K - $154K
|
30.1K
$9.82M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-539- 1.22% |
$139K - $155K
|
43.6K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-547- 14.09% |
$141K - $158K
|
3.34K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-550- 11.74% |
$142K - $158K
|
4.13K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-557- 10.27% |
$143K - $160K
|
4.87K
$1.59M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-557- 10.72% |
$143K - $160K
|
4.64K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-568- 0.54% |
$146K - $164K
|
104K
$33.9M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-573- 8.16% |
$148K - $165K
|
6.45K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-585- 3.76% |
$151K - $169K
|
15K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-588- 0.54% |
$151K - $169K
|
109K
$35.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-595- 3.98% |
$153K - $171K
|
14.4K
$4.68M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-618- 1.97% |
$159K - $178K
|
30.8K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-629- 41.91% |
$162K - $181K
|
872
$284K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-629- 9.82% |
$162K - $181K
|
5.78K
$1.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-633- 5.85% |
$163K - $182K
|
10.2K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-647- 2.41% |
$167K - $186K
|
26.2K
$8.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-670- 5.82% |
$172K - $193K
|
10.8K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-681- 22.83% |
$175K - $196K
|
2.3K
$750K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-687- 24.16% |
$177K - $198K
|
2.16K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-700- 2.16% |
$180K - $202K
|
31.7K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-701- 1.97% |
$180K - $202K
|
34.8K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-708- 1.83% |
$182K - $204K
|
37.9K
$12.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-732- 1.2% |
$188K - $211K
|
60.4K
$19.7M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-739- 20.08% |
$190K - $213K
|
2.94K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-740- 50.37% |
$191K - $213K
|
729
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-749- 2.54% |
$193K - $216K
|
28.7K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-755- 11.7% |
$194K - $218K
|
5.7K
$1.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-762- 23.91% |
$196K - $220K
|
2.43K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-765- 6.26% |
$197K - $220K
|
11.5K
$3.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-765- 4.43% |
$197K - $220K
|
16.5K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-794- 1.82% |
$204K - $229K
|
42.9K
$14M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-809- 0.44% |
$208K - $233K
|
182K
$59.2M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-821- 18.74% |
$211K - $237K
|
3.56K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-835- 28.97% |
$215K - $241K
|
2.05K
$667K
|
|
|
Dec 12, 2024
Q1 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-840- 33.33% |
$216K - $242K
|
1.68K
$547K
|