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 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-846- 2.4% |
$218K - $244K
|
34.4K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-848- 3.14% |
$218K - $244K
|
26.2K
$8.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-851- 48.16% |
$219K - $245K
|
916
$298K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-907- 22.55% |
$234K - $261K
|
3.12K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-914- 8.7% |
$235K - $263K
|
9.59K
$3.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-944- 1.13% |
$243K - $272K
|
82.3K
$26.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-947- 55.03% |
$244K - $273K
|
774
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-966- 36.8% |
$249K - $278K
|
1.66K
$540K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-970- 16.23% |
$250K - $279K
|
5.01K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-973- 16.54% |
$251K - $280K
|
4.91K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.01K- 6.33% |
$260K - $291K
|
14.9K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.03K- 6.5% |
$265K - $297K
|
14.8K
$4.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.03K- 0.9% |
$266K - $298K
|
114K
$37.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.04K- 12.34% |
$266K - $298K
|
7.35K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.05K- 6.44% |
$271K - $303K
|
15.3K
$4.98M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 25.63% |
$276K - $309K
|
3.11K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 1.57% |
$277K - $309K
|
67.1K
$21.9M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.08KClosed |
$277K - $310K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.08K- 1.95% |
$279K - $312K
|
54.4K
$17.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.13K- 3.47% |
$290K - $325K
|
31.3K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.14K- 6.56% |
$295K - $330K
|
16.3K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.22K- 57.22% |
$314K - $351K
|
912
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-1.27K- 48.4% |
$326K - $365K
|
1.35K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.34K- 12.84% |
$346K - $387K
|
9.12K
$2.97M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.39KClosed |
$358K - $401K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.4K- 3.1% |
$360K - $403K
|
43.7K
$14.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.41K- 1.32% |
$364K - $407K
|
105K
$34.3M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.42K- 13.87% |
$366K - $409K
|
8.82K
$2.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.46K- 48.21% |
$375K - $419K
|
1.56K
$509K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.5K- 13.58% |
$385K - $431K
|
9.51K
$3.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.51K- 38.83% |
$389K - $435K
|
2.38K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 7.06% |
$392K - $439K
|
20.1K
$6.53M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.55K- 61.41% |
$398K - $446K
|
972
$317K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.55K- 30.39% |
$400K - $448K
|
3.56K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.57K- 1.72% |
$404K - $452K
|
89.7K
$29.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.59K- 2.49% |
$410K - $459K
|
62.4K
$20.3M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.61K- 2.4% |
$415K - $464K
|
65.5K
$21.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.64K- 5.13% |
$422K - $472K
|
30.4K
$9.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.64K- 50.99% |
$423K - $473K
|
1.58K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.66K- 25.32% |
$428K - $479K
|
4.9K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 50.89% |
$428K - $479K
|
1.6K
$522K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.67K- 13.54% |
$431K - $482K
|
10.7K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-1.69K- 4.21% |
$434K - $486K
|
38.4K
$12.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 0.49% |
$452K - $506K
|
357K
$116M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.76K- 50.72% |
$453K - $507K
|
1.71K
$557K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.84K- 16.63% |
$473K - $529K
|
9.2K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.85K- 2.83% |
$476K - $533K
|
63.5K
$20.7M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 1.59% |
$479K - $536K
|
115K
$37.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.9K- 1.64% |
$490K - $548K
|
114K
$37.2M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$623K
|