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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-557- 15.49% |
$158K - $175K
|
3.04K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-560- 8.44% |
$159K - $176K
|
6.08K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-568- 0.46% |
$161K - $179K
|
123K
$41.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-600- 0.99% |
$170K - $189K
|
60.2K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-601- 46.34% |
$170K - $189K
|
696
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-613- 0.68% |
$174K - $193K
|
89.3K
$29.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-625- 1.13% |
$177K - $196K
|
54.6K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-632- 2.14% |
$179K - $199K
|
28.9K
$9.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-643- 0.86% |
$182K - $202K
|
74.3K
$24.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-654- 46.71% |
$185K - $206K
|
746
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-659- 7.23% |
$187K - $207K
|
8.46K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-671- 11.6% |
$190K - $211K
|
5.11K
$1.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-686- 12.08% |
$194K - $216K
|
4.99K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-687- 1.31% |
$195K - $216K
|
51.9K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-709- 0.29% |
$201K - $223K
|
241K
$80.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-710- 22.26% |
$201K - $223K
|
2.48K
$831K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-717- 0.63% |
$203K - $225K
|
113K
$37.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-719- 24.9% |
$204K - $226K
|
2.17K
$727K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-725- 0.71% |
$205K - $228K
|
102K
$34.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-739- 5.36% |
$209K - $232K
|
13K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 77.83% |
$216K - $240K
|
217
$72.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-770- 1.1% |
$218K - $242K
|
69.3K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-812- 1.34% |
$230K - $255K
|
60K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-845- 8.85% |
$239K - $266K
|
8.7K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-849- 2.33% |
$241K - $267K
|
35.6K
$11.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-851- 1.27% |
$241K - $268K
|
66K
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-855- 4.5% |
$242K - $269K
|
18.1K
$6.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-857- 47.24% |
$243K - $269K
|
957
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-860- 0.21% |
$244K - $270K
|
405K
$136M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-865- 1.61% |
$245K - $272K
|
53K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-878- 1.37% |
$249K - $276K
|
63.1K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-880- 19.98% |
$249K - $277K
|
3.52K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-900- 56.89% |
$255K - $283K
|
682
$229K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-913- 4.23% |
$259K - $287K
|
20.7K
$6.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-913- 24.54% |
$259K - $287K
|
2.81K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-947- 5.14% |
$268K - $298K
|
17.5K
$5.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-955- 37.42% |
$271K - $300K
|
1.6K
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-975- 0.48% |
$276K - $307K
|
201K
$67.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-985- 1.21% |
$279K - $310K
|
80.6K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-997- 12.85% |
$282K - $313K
|
6.76K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-998- 1.85% |
$283K - $314K
|
53K
$17.8M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1K- 42.21% |
$284K - $315K
|
1.37K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.01K- 0.83% |
$287K - $319K
|
122K
$40.8M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.05K- 7.98% |
$298K - $331K
|
12.1K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 6.63% |
$300K - $333K
|
14.9K
$4.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 7.3% |
$302K - $335K
|
13.5K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 7.32% |
$320K - $355K
|
14.3K
$4.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.14K- 0.69% |
$323K - $359K
|
164K
$54.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.14K- 41.38% |
$324K - $359K
|
1.62K
$543K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.16K- 0.57% |
$329K - $365K
|
202K
$67.8M
|