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 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 4.05% |
$376K - $418K
|
31.4K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 2.01% |
$379K - $420K
|
65.2K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-1.34K- 3.69% |
$381K - $423K
|
35.1K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.37K- 6.77% |
$387K - $429K
|
18.8K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.38K- 1.11% |
$391K - $434K
|
123K
$39.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 13.99% |
$398K - $442K
|
8.65K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.41K- 2.38% |
$399K - $443K
|
57.8K
$18.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.41K- 16.16% |
$400K - $444K
|
7.32K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.44K- 27.92% |
$409K - $454K
|
3.73K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.5K- 3.71% |
$425K - $472K
|
38.9K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.51K- 0.94% |
$427K - $473K
|
158K
$50.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.51K- 0.59% |
$427K - $473K
|
252K
$80.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.51K- 12.14% |
$429K - $476K
|
11K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.52K- 43.06% |
$431K - $478K
|
2.01K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 1.26% |
$447K - $496K
|
123K
$39.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-1.58K- 9.28% |
$448K - $497K
|
15.5K
$4.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.59K- 2.82% |
$450K - $499K
|
54.6K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.66K- 6.63% |
$470K - $522K
|
23.4K
$7.47M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.66K- 6.7% |
$470K - $522K
|
23.1K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 14.12% |
$478K - $531K
|
10.3K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.73K- 4.08% |
$490K - $544K
|
40.7K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.74K- 26.54% |
$493K - $547K
|
4.82K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.77K- 3.86% |
$501K - $556K
|
44.1K
$14.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.78K- 37.55% |
$504K - $559K
|
2.96K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.83K- 5.83% |
$517K - $574K
|
29.5K
$9.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.83K- 1.01% |
$519K - $576K
|
179K
$57.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.84K- 22.74% |
$522K - $579K
|
6.26K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.85K- 2.9% |
$524K - $581K
|
61.8K
$19.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.97K- 7.86% |
$557K - $618K
|
23.1K
$7.37M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 0.17% |
$559K - $621K
|
1.19M
$379M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 0.17% |
$559K - $621K
|
1.19M
$379M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.16K- 2.28% |
$612K - $679K
|
92.4K
$29.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.19K- 1.88% |
$621K - $689K
|
114K
$36.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-2.2K- 23.38% |
$622K - $690K
|
7.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.2K- 2.26% |
$623K - $691K
|
95.2K
$30.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 0.65% |
$647K - $718K
|
350K
$112M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.31K- 3.22% |
$655K - $727K
|
69.4K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.45K- 0.5% |
$693K - $769K
|
484K
$155M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.53K- 8.44% |
$717K - $796K
|
27.5K
$8.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.62K- 10.15% |
$743K - $824K
|
23.2K
$7.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.66K- 30.82% |
$752K - $835K
|
5.96K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.68K- 4.72% |
$759K - $843K
|
54.1K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 0.24% |
$840K - $932K
|
1.22M
$390M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.01K- 59.58% |
$854K - $947K
|
2.04K
$653K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.02K- 29.49% |
$855K - $949K
|
7.22K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.05K- 2.14% |
$863K - $958K
|
139K
$44.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.09K- 77.83% |
$876K - $972K
|
881
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.1K- 2.78% |
$878K - $974K
|
108K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3.11K- 15.37% |
$880K - $976K
|
17.1K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.12K- 99.97% |
$884K - $981K
|
1
$320
|