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 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.96K- 9.78% |
$505K - $565K
|
18.1K
$5.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.98K- 5.19% |
$510K - $570K
|
36.2K
$11.8M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.01K- 26.56% |
$517K - $579K
|
5.56K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.01K- 28.81% |
$518K - $580K
|
4.97K
$1.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-2.01K- 0.88% |
$518K - $580K
|
226K
$73.6M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.02K- 49.98% |
$519K - $581K
|
2.02K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.06K- 21.13% |
$530K - $593K
|
7.69K
$2.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.09K- 48.96% |
$538K - $602K
|
2.18K
$710K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.13K- 13.9% |
$549K - $615K
|
13.2K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-2.17K- 33.47% |
$558K - $625K
|
4.31K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.18K- 50.0% |
$562K - $628K
|
2.18K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.26K- 13.29% |
$582K - $651K
|
14.8K
$4.81M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.27K- 0.38% |
$585K - $655K
|
595K
$194M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 2.93% |
$594K - $665K
|
76.5K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-2.32K- 36.34% |
$596K - $667K
|
4.06K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 73.71% |
$603K - $674K
|
835
$272K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.42K- 0.93% |
$623K - $697K
|
259K
$84.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43K- 5.42% |
$626K - $700K
|
42.4K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.47K- 8.0% |
$635K - $711K
|
28.4K
$9.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 14.29% |
$643K - $719K
|
15K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 59.71% |
$648K - $725K
|
1.7K
$553K
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-2.67K- 6.84% |
$688K - $770K
|
36.4K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.69K- 0.39% |
$691K - $774K
|
677K
$221M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.84K- 21.12% |
$731K - $818K
|
10.6K
$3.46M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.89K- 34.59% |
$743K - $832K
|
5.46K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.89K- 21.74% |
$745K - $834K
|
10.4K
$3.39M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.9K- 44.14% |
$747K - $836K
|
3.67K
$1.2M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.02K- 8.24% |
$777K - $870K
|
33.6K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3.12K- 1.89% |
$804K - $899K
|
162K
$52.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.15K- 2.44% |
$811K - $907K
|
126K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.65% |
$842K - $942K
|
499K
$162M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.29K- 2.01% |
$846K - $946K
|
160K
$52.1M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.3K- 4.64% |
$849K - $950K
|
67.8K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.33K- 5.43% |
$856K - $958K
|
57.9K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.69K- 60.26% |
$951K - $1.06M
|
2.44K
$793K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.94K- 22.51% |
$1.01M - $1.14M
|
13.6K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.96K- 0.48% |
$1.02M - $1.14M
|
813K
$265M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-4.03K- 6.41% |
$1.04M - $1.16M
|
58.8K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.18K- 0.82% |
$1.08M - $1.2M
|
505K
$165M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.24K- 18.65% |
$1.09M - $1.22M
|
18.5K
$6.03M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-4.32K- 63.57% |
$1.11M - $1.25M
|
2.48K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.37K- 1.5% |
$1.12M - $1.26M
|
286K
$93.2M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.5K- 2.04% |
$1.16M - $1.3M
|
216K
$70.3M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.89K- 11.95% |
$1.26M - $1.41M
|
36K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.94K- 96.88% |
$1.27M - $1.42M
|
159
$51.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-4.95K- 22.94% |
$1.27M - $1.43M
|
16.6K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.23K- 4.89% |
$1.35M - $1.51M
|
102K
$33.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.48K- 27.82% |
$1.41M - $1.58M
|
14.2K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.49K- 2.22% |
$1.41M - $1.58M
|
242K
$78.9M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-5.69K- 0.8% |
$1.46M - $1.64M
|
701K
$228M
|