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 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-120- 3.39% |
$34K - $37.7K
|
3.42K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-121- 15.36% |
$34.3K - $38K
|
667
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-123- 4.99% |
$34.8K - $38.7K
|
2.34K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-125- 0.1% |
$35.4K - $39.3K
|
129K
$41.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-125- 1.09% |
$35.4K - $39.3K
|
11.4K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-131- 0.58% |
$37.1K - $41.2K
|
22.5K
$7.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-132- 7.96% |
$37.4K - $41.5K
|
1.53K
$488K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-133- 0.32% |
$37.7K - $41.8K
|
42.1K
$13.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-133- 69.63% |
$37.7K - $41.8K
|
58
$18.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-136- 3.78% |
$38.5K - $42.8K
|
3.46K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-139- 11.73% |
$39.4K - $43.7K
|
1.05K
$334K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-140- 7.68% |
$39.7K - $44K
|
1.68K
$537K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-142- 4.47% |
$40.2K - $44.6K
|
3.04K
$971K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-142- 2.64% |
$40.2K - $44.6K
|
5.24K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-144- 2.34% |
$40.8K - $45.3K
|
6K
$1.92M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-144- 8.68% |
$40.8K - $45.3K
|
1.52K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 1.53% |
$41.9K - $46.5K
|
9.53K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-149- 0.81% |
$42.2K - $46.8K
|
18.2K
$5.82M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-150- 1.85% |
$42.5K - $47.2K
|
7.96K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.54% |
$42.5K - $47.2K
|
27.5K
$8.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-152- 8.52% |
$43.1K - $47.8K
|
1.63K
$521K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-153- 4.98% |
$43.3K - $48.1K
|
2.92K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-153- 2.37% |
$43.3K - $48.1K
|
6.31K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-162- 2.35% |
$45.9K - $50.9K
|
6.73K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-163- 0.16% |
$46.2K - $51.2K
|
101K
$32.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-165- 2.94% |
$46.7K - $51.9K
|
5.45K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-172- 11.95% |
$48.7K - $54.1K
|
1.27K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-178- 1.74% |
$50.4K - $56K
|
10.1K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-179- 1.67% |
$50.7K - $56.3K
|
10.6K
$3.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-180- 17.82% |
$51K - $56.6K
|
830
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-184- 3.8% |
$52.1K - $57.8K
|
4.66K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-186- 0.55% |
$52.7K - $58.5K
|
33.4K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-187- 2.17% |
$53K - $58.8K
|
8.43K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-192- 7.18% |
$54.4K - $60.4K
|
2.48K
$793K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-200- 5.35% |
$56.7K - $62.9K
|
3.54K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-201- 4.22% |
$56.9K - $63.2K
|
4.56K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-208- 1.52% |
$58.9K - $65.4K
|
13.5K
$4.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-210- 7.8% |
$59.5K - $66K
|
2.48K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-212- 15.82% |
$60.1K - $66.7K
|
1.13K
$360K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-216- 12.62% |
$61.2K - $67.9K
|
1.5K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-219- 1.34% |
$62K - $68.9K
|
16.1K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-225- 5.65% |
$63.7K - $70.7K
|
3.75K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-231- 5.78% |
$65.4K - $72.6K
|
3.76K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
SELL
|
- |
-231- 9.5% |
$65.4K - $72.6K
|
2.2K
$703K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-244- 0.69% |
$69.1K - $76.7K
|
35K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-250- 6.62% |
$70.8K - $78.6K
|
3.53K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-251- 1.56% |
$71.1K - $78.9K
|
15.8K
$5.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-251- 3.05% |
$71.1K - $78.9K
|
7.97K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-266- 4.0% |
$75.4K - $83.6K
|
6.38K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-271- 0.65% |
$76.8K - $85.2K
|
41.2K
$13.2M
|