Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-56- 0.95% |
$15.9K - $17.6K
|
5.86K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-59- 6.39% |
$16.7K - $18.5K
|
865
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-61- 0.12% |
$17.3K - $19.2K
|
51.6K
$16.5M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-63- 2.62% |
$17.8K - $19.8K
|
2.34K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-64- 0.08% |
$18.1K - $20.1K
|
82.1K
$26.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-64- 30.33% |
$18.1K - $20.1K
|
147
$47K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-65- 8.45% |
$18.4K - $20.4K
|
704
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-67- 1.64% |
$19K - $21.1K
|
4.01K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.6% |
$19.3K - $21.4K
|
2.55K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
SELL
|
- |
-69- 1.1% |
$19.5K - $21.7K
|
6.19K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 2.61% |
$19.8K - $22K
|
2.62K
$836K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-70- 0.27% |
$19.8K - $22K
|
26.3K
$8.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-70- 1.11% |
$19.8K - $22K
|
6.22K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-70- 1.19% |
$19.8K - $22K
|
5.79K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-71- 4.91% |
$20.1K - $22.3K
|
1.37K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-72- 6.73% |
$20.4K - $22.6K
|
998
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73- 0.13% |
$20.7K - $23K
|
55K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-77- 5.02% |
$21.8K - $24.2K
|
1.46K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-80- 3.27% |
$22.7K - $25.2K
|
2.37K
$757K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-80- 1.46% |
$22.7K - $25.2K
|
5.39K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-81- 6.03% |
$22.9K - $25.5K
|
1.26K
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-81- 6.06% |
$22.9K - $25.5K
|
1.26K
$401K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-85- 49.71% |
$24.1K - $26.7K
|
86
$27.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86- 0.07% |
$24.4K - $27K
|
115K
$36.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-87- 2.62% |
$24.6K - $27.4K
|
3.23K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-90- 8.04% |
$25.5K - $28.3K
|
1.03K
$329K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.93% |
$25.5K - $28.3K
|
9.56K
$3.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-90- 0.88% |
$25.5K - $28.3K
|
10.2K
$3.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-94- 5.11% |
$26.6K - $29.6K
|
1.74K
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-95- 1.7% |
$26.9K - $29.9K
|
5.49K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-99- 5.76% |
$28K - $31.1K
|
1.62K
$518K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-100- 0.68% |
$28.3K - $31.4K
|
14.6K
$4.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 1.16% |
$28.3K - $31.4K
|
8.55K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 3.4% |
$28.3K - $31.4K
|
2.84K
$907K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-101- 5.1% |
$28.6K - $31.8K
|
1.88K
$600K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-102- 3.56% |
$28.9K - $32.1K
|
2.76K
$882K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-102- 1.21% |
$28.9K - $32.1K
|
8.36K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-102- 1.83% |
$28.9K - $32.1K
|
5.49K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-103- 7.94% |
$29.2K - $32.4K
|
1.19K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-106- 4.92% |
$30K - $33.3K
|
2.05K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-111- 2.29% |
$31.4K - $34.9K
|
4.74K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-113- 10.39% |
$32K - $35.5K
|
975
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-116- 3.2% |
$32.9K - $36.5K
|
3.51K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-116- 0.48% |
$32.9K - $36.5K
|
24K
$7.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-117- 0.25% |
$33.1K - $36.8K
|
46.6K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-118- 0.62% |
$33.4K - $37.1K
|
18.8K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-118- 0.41% |
$33.4K - $37.1K
|
28.9K
$9.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-119- 2.1% |
$33.7K - $37.4K
|
5.56K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-119- 0.7% |
$33.7K - $37.4K
|
16.8K
$5.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-119- 2.67% |
$33.7K - $37.4K
|
4.34K
$1.39M
|