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
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.64K- 50.99% |
$423K - $473K
|
1.58K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.66K- 50.89% |
$428K - $479K
|
1.6K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.66K- 25.32% |
$428K - $479K
|
4.9K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.67K- 13.54% |
$431K - $482K
|
10.7K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-1.69K- 4.21% |
$434K - $486K
|
38.4K
$13.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 0.49% |
$452K - $506K
|
357K
$121M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.76K- 50.72% |
$453K - $507K
|
1.71K
$582K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.84K- 16.63% |
$473K - $529K
|
9.2K
$3.13M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.85K- 2.83% |
$476K - $533K
|
63.5K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.86K- 1.59% |
$479K - $536K
|
115K
$39.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.9K- 1.64% |
$490K - $548K
|
114K
$38.8M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$651K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.96K- 9.78% |
$505K - $565K
|
18.1K
$6.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 5.19% |
$510K - $570K
|
36.2K
$12.3M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.01K- 26.56% |
$517K - $579K
|
5.56K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.01K- 28.81% |
$518K - $580K
|
4.97K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.01K- 0.88% |
$518K - $580K
|
226K
$76.9M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.02K- 49.98% |
$519K - $581K
|
2.02K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.06K- 21.13% |
$530K - $593K
|
7.69K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.09K- 48.96% |
$538K - $602K
|
2.18K
$742K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.13K- 13.9% |
$549K - $615K
|
13.2K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-2.17K- 33.47% |
$558K - $625K
|
4.31K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.18K- 50.0% |
$562K - $628K
|
2.18K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.26K- 13.29% |
$582K - $651K
|
14.8K
$5.02M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.27K- 0.38% |
$585K - $655K
|
595K
$203M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 2.93% |
$594K - $665K
|
76.5K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.32K- 36.34% |
$596K - $667K
|
4.06K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 73.71% |
$603K - $674K
|
835
$284K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.42K- 0.93% |
$623K - $697K
|
259K
$88.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43K- 5.42% |
$626K - $700K
|
42.4K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.47K- 8.0% |
$635K - $711K
|
28.4K
$9.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$643K - $719K
|
15K
$5.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 59.71% |
$648K - $725K
|
1.7K
$578K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.57K- 2.31% |
$662K - $741K
|
109K
$37M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-2.67K- 6.84% |
$688K - $770K
|
36.4K
$12.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.69K- 0.39% |
$691K - $774K
|
677K
$231M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.84K- 21.12% |
$731K - $818K
|
10.6K
$3.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.89K- 34.59% |
$743K - $832K
|
5.46K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.89K- 21.74% |
$745K - $834K
|
10.4K
$3.55M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.9K- 44.14% |
$747K - $836K
|
3.67K
$1.25M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 8.24% |
$777K - $870K
|
33.6K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3.12K- 1.89% |
$804K - $899K
|
162K
$55M
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.15K- 2.44% |
$811K - $907K
|
126K
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.65% |
$842K - $942K
|
499K
$170M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.29K- 2.01% |
$846K - $946K
|
160K
$54.4M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.3K- 4.64% |
$849K - $950K
|
67.8K
$23.1M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.33K- 5.43% |
$856K - $958K
|
57.9K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.69K- 60.26% |
$951K - $1.06M
|
2.44K
$829K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.94K- 22.51% |
$1.01M - $1.14M
|
13.6K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.96K- 0.48% |
$1.02M - $1.14M
|
813K
$277M
|