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 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 10.14% |
$551K - $616K
|
23.2K
$7.57M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.11KNew |
$542K - $607K
|
2.11K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$539K - $604K
|
2.1K
$682K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.06K+ 50.64% |
$531K - $594K
|
6.13K
$2M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 5.99% |
$531K - $594K
|
36.5K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.97K+ 1.52% |
$506K - $566K
|
131K
$42.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.95K+ 3.21% |
$503K - $562K
|
62.8K
$20.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.92K+ 3.61% |
$495K - $554K
|
55.3K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.88K+ 7.03% |
$483K - $541K
|
28.6K
$9.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.82K+ 0.89% |
$469K - $525K
|
206K
$67M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.76K+ 87.21% |
$453K - $507K
|
3.78K
$1.23M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.74K+ 16.81% |
$448K - $501K
|
12.1K
$3.94M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.63K+ 1.32% |
$421K - $471K
|
126K
$40.9M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.6KNew |
$412K - $461K
|
1.6K
$521K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.6K+ 33.39% |
$411K - $460K
|
6.38K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.57K+ 47.91% |
$405K - $453K
|
4.86K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.52KNew |
$391K - $438K
|
1.52K
$495K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.52KNew |
$391K - $437K
|
1.52K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.5K+ 186.77% |
$385K - $431K
|
2.3K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.44KNew |
$371K - $415K
|
1.44K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.44KNew |
$369K - $413K
|
1.44K
$467K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$356K - $398K
|
1.38K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.36K+ 11.21% |
$349K - $390K
|
13.4K
$4.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.31K+ 17.03% |
$337K - $377K
|
8.98K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.3KNew |
$334K - $374K
|
1.3K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$325K - $364K
|
1.26K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.25K+ 8.87% |
$322K - $360K
|
15.3K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.24K+ 0.95% |
$318K - $356K
|
131K
$42.6M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.2KNew |
$309K - $346K
|
1.2K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.18K+ 48.54% |
$304K - $340K
|
3.61K
$1.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.17K+ 0.5% |
$300K - $336K
|
233K
$76M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.16K+ 1.23% |
$299K - $335K
|
95.8K
$31.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.16K+ 3.56% |
$298K - $333K
|
33.6K
$11M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 0.98% |
$295K - $330K
|
118K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.14K+ 133.69% |
$293K - $328K
|
1.99K
$649K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.1K+ 7.75% |
$283K - $317K
|
15.3K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.1K+ 4.67% |
$282K - $316K
|
24.6K
$8.01M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.1K+ 6.57% |
$282K - $316K
|
17.8K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.05KNew |
$270K - $302K
|
1.05K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.05K+ 28.17% |
$270K - $302K
|
4.77K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.04KNew |
$267K - $299K
|
1.04K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.01KNew |
$261K - $292K
|
1.01K
$330K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
992New |
$255K - $286K
|
992
$323K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
977New |
$252K - $281K
|
977
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
972New |
$250K - $280K
|
972
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
966New |
$249K - $278K
|
966
$315K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
963+ 0.76% |
$248K - $277K
|
128K
$41.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
955+ 90.61% |
$246K - $275K
|
2.01K
$654K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
921+ 2.59% |
$237K - $265K
|
36.5K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
918+ 12.38% |
$236K - $264K
|
8.34K
$2.71M
|