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 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-275- 3.81% |
$77.9K - $86.5K
|
6.94K
$2.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-288- 25.9% |
$81.6K - $90.5K
|
824
$263K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-290- 0.59% |
$82.2K - $91.2K
|
48.6K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-294- 2.04% |
$83.3K - $92.4K
|
14.1K
$4.52M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-304- 1.81% |
$86.1K - $95.6K
|
16.5K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-309- 0.38% |
$87.5K - $97.1K
|
81.8K
$26.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-316- 2.41% |
$89.5K - $99.3K
|
12.8K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-318- 1.67% |
$90.1K - $100K
|
18.8K
$6M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-327- 0.9% |
$92.6K - $103K
|
36K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-331- 0.45% |
$93.8K - $104K
|
73.1K
$23.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-336- 16.14% |
$95.2K - $106K
|
1.75K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-337- 1.32% |
$95.5K - $106K
|
25.2K
$8.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-351- 0.92% |
$99.4K - $110K
|
38K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-355- 1.26% |
$101K - $112K
|
27.8K
$8.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-366- 4.23% |
$104K - $115K
|
8.28K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-370- 6.45% |
$105K - $116K
|
5.37K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-373- 12.29% |
$106K - $117K
|
2.66K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-375- 27.25% |
$106K - $118K
|
1K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-379- 17.31% |
$107K - $119K
|
1.81K
$579K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-380- 2.6% |
$108K - $119K
|
14.2K
$4.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-385- 10.66% |
$109K - $121K
|
3.23K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-391- 2.95% |
$111K - $123K
|
12.8K
$4.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-403- 3.55% |
$114K - $127K
|
10.9K
$3.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-418- 2.75% |
$118K - $131K
|
14.8K
$4.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-421- 25.91% |
$119K - $132K
|
1.2K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-432- 9.05% |
$122K - $136K
|
4.34K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-445- 0.28% |
$126K - $140K
|
160K
$51.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-449- 3.16% |
$127K - $141K
|
13.8K
$4.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-449- 8.99% |
$127K - $141K
|
4.55K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 18.37% |
$127K - $141K
|
2K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-475- 96.94% |
$135K - $149K
|
15
$4.79K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-476- 36.5% |
$135K - $150K
|
828
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-478- 22.66% |
$135K - $150K
|
1.63K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-478- 2.47% |
$135K - $150K
|
18.9K
$6.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-480- 15.95% |
$136K - $151K
|
2.53K
$808K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-480- 91.43% |
$136K - $151K
|
45
$14.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-480- 3.26% |
$136K - $151K
|
14.3K
$4.56M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-480- 4.92% |
$136K - $151K
|
9.28K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-480- 2.11% |
$136K - $151K
|
22.3K
$7.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-486- 13.17% |
$138K - $153K
|
3.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-489- 1.09% |
$139K - $154K
|
44.2K
$14.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-492- 21.13% |
$139K - $155K
|
1.84K
$587K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-497- 10.25% |
$141K - $156K
|
4.35K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-498- 1.62% |
$141K - $157K
|
30.2K
$9.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-505- 13.37% |
$143K - $159K
|
3.27K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-514- 19.04% |
$146K - $162K
|
2.19K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-522- 1.23% |
$148K - $164K
|
41.8K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-548- 1.6% |
$155K - $172K
|
33.8K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-550- 3.24% |
$156K - $173K
|
16.4K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-557- 15.49% |
$158K - $175K
|
3.04K
$971K
|