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 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.7K- 0.49% |
$1.47M - $1.64M
|
1.15M
$376M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-5.75K- 32.38% |
$1.48M - $1.66M
|
12K
$3.91M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.92K- 0.79% |
$1.52M - $1.7M
|
739K
$241M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.93K- 85.75% |
$1.53M - $1.71M
|
986
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 2.56% |
$1.53M - $1.71M
|
226K
$73.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.02K- 15.68% |
$1.55M - $1.73M
|
32.3K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 66.92% |
$1.69M - $1.89M
|
3.25K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.82K- 11.76% |
$1.76M - $1.96M
|
51.2K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.82K- 69.87% |
$1.76M - $1.97M
|
2.94K
$958K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.88K- 2.23% |
$1.77M - $1.98M
|
302K
$98.4M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.03K- 13.75% |
$1.81M - $2.03M
|
44.1K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.13K- 2.94% |
$1.84M - $2.05M
|
235K
$76.6M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-7.21K- 14.66% |
$1.86M - $2.08M
|
42K
$13.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-7.74K- 3.59% |
$1.99M - $2.23M
|
208K
$67.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.77K- 11.61% |
$2M - $2.24M
|
59.2K
$19.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.8K- 1.84% |
$2.01M - $2.25M
|
416K
$136M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-8.05K- 48.44% |
$2.07M - $2.32M
|
8.57K
$2.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-8.53K- 1.07% |
$2.2M - $2.46M
|
789K
$257M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.7K- 24.46% |
$2.24M - $2.51M
|
26.9K
$8.75M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.78K- 23.22% |
$2.26M - $2.53M
|
29K
$9.46M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-8.94K- 96.86% |
$2.3M - $2.58M
|
290
$94.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-9.95K- 88.6% |
$2.56M - $2.87M
|
1.28K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.6K- 6.93% |
$2.72M - $3.05M
|
142K
$46.3M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.7K- 17.05% |
$2.74M - $3.07M
|
51.8K
$16.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-12.7K- 1.66% |
$3.26M - $3.65M
|
751K
$245M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-16.3K- 95.57% |
$4.19M - $4.69M
|
755
$246K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.6K- 17.02% |
$4.27M - $4.78M
|
80.8K
$26.3M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-16.6K- 24.97% |
$4.27M - $4.78M
|
49.8K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-17K- 22.17% |
$4.36M - $4.88M
|
59.5K
$19.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17K- 0.62% |
$4.38M - $4.91M
|
2.72M
$887M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-18.2K- 82.59% |
$4.69M - $5.25M
|
3.84K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.6K- 25.35% |
$5.04M - $5.64M
|
57.7K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.7K- 19.78% |
$5.08M - $5.69M
|
80K
$26.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-20.7K- 88.62% |
$5.32M - $5.95M
|
2.65K
$864K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 4.18% |
$5.72M - $6.4M
|
510K
$166M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-24.1K- 4.23% |
$6.2M - $6.93M
|
545K
$177M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-28.2K- 82.15% |
$7.25M - $8.12M
|
6.12K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 4.01% |
$7.29M - $8.15M
|
677K
$220M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-29.2K- 86.23% |
$7.53M - $8.42M
|
4.67K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-29.5K- 83.94% |
$7.59M - $8.49M
|
5.64K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-30.2K- 83.08% |
$7.78M - $8.7M
|
6.15K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-34.9K- 4.86% |
$8.99M - $10.1M
|
684K
$223M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-36K- 2.78% |
$9.27M - $10.4M
|
1.26M
$411M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-36.9K- 43.09% |
$9.5M - $10.6M
|
48.7K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-39K- 16.17% |
$10M - $11.2M
|
202K
$65.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-40.2K- 91.33% |
$10.4M - $11.6M
|
3.82K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-41K- 9.34% |
$10.5M - $11.8M
|
397K
$129M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41.6K- 72.57% |
$10.7M - $12M
|
15.7K
$5.12M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-42.3K- 83.4% |
$10.9M - $12.2M
|
8.42K
$2.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-50.1K- 82.03% |
$12.9M - $14.4M
|
11K
$3.57M
|