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
|
Busey Wealth Management
|
SELL
|
- |
-3.16K- 2.8% |
$894K - $992K
|
109K
$35M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-3.37K- 0.63% |
$954K - $1.06M
|
527K
$169M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.4K- 20.98% |
$963K - $1.07M
|
12.8K
$4.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.47K- 1.5% |
$982K - $1.09M
|
228K
$72.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.5K- 9.66% |
$992K - $1.1M
|
32.8K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.68K- 17.77% |
$1.04M - $1.16M
|
17K
$5.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.73K- 1.61% |
$1.06M - $1.17M
|
228K
$72.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.77K- 24.94% |
$1.07M - $1.19M
|
11.3K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.78K- 11.0% |
$1.07M - $1.19M
|
30.6K
$9.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.97K- 1.22% |
$1.12M - $1.25M
|
320K
$102M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 26.17% |
$1.13M - $1.25M
|
11.3K
$3.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.03K- 2.23% |
$1.14M - $1.27M
|
177K
$56.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.43K- 20.56% |
$1.26M - $1.39M
|
17.1K
$5.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.67K- 50.27% |
$1.32M - $1.47M
|
4.62K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.78K- 1.21% |
$1.35M - $1.5M
|
392K
$125M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.07K- 15.08% |
$1.44M - $1.59M
|
28.6K
$9.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.36K- 2.4% |
$1.52M - $1.69M
|
218K
$69.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.42K- 0.69% |
$1.54M - $1.7M
|
782K
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.42K- 0.15% |
$1.54M - $1.71M
|
3.64M
$1.16B
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.63K- 3.89% |
$1.59M - $1.77M
|
139K
$44.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-5.7K- 50.0% |
$1.61M - $1.79M
|
5.7K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-6.08K- 35.45% |
$1.72M - $1.91M
|
11.1K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.95K- 4.85% |
$1.97M - $2.19M
|
136K
$43.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-7.13K- 39.22% |
$2.02M - $2.24M
|
11K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.13K- 75.01% |
$2.02M - $2.24M
|
2.38K
$759K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.28K- 33.29% |
$2.06M - $2.29M
|
14.6K
$4.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-7.42K- 47.54% |
$2.1M - $2.33M
|
8.18K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.6K- 1.83% |
$2.15M - $2.39M
|
406K
$130M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.05K- 42.22% |
$2.28M - $2.53M
|
11K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.09K- 74.41% |
$2.29M - $2.54M
|
2.78K
$889K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.52K- 19.98% |
$2.41M - $2.68M
|
34.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.55K- 0.68% |
$2.42M - $2.69M
|
1.25M
$400M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.6K- 4.4% |
$2.43M - $2.7M
|
187K
$59.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.84K- 88.52% |
$2.5M - $2.78M
|
1.15K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.21K- 1.9% |
$2.61M - $2.89M
|
475K
$152M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.38K- 2.71% |
$2.66M - $2.95M
|
336K
$107M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10.4K- 1.99% |
$2.96M - $3.28M
|
513K
$164M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11K- 3.99% |
$3.11M - $3.45M
|
264K
$84.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.2K- 9.14% |
$3.18M - $3.52M
|
111K
$35.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-11.5K- 93.32% |
$3.26M - $3.61M
|
823
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 1.78% |
$3.38M - $3.75M
|
658K
$210M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-12.1K- 28.1% |
$3.42M - $3.8M
|
30.9K
$9.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.1K- 1.52% |
$3.43M - $3.81M
|
786K
$251M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-12.9K- 15.09% |
$3.65M - $4.05M
|
72.4K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.6K- 12.01% |
$3.86M - $4.29M
|
100K
$31.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.6K- 0.59% |
$4.13M - $4.58M
|
2.47M
$789M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-14.7K- 24.64% |
$4.17M - $4.62M
|
45K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-16.9K- 19.08% |
$4.8M - $5.33M
|
71.9K
$23M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-17.9K- 6.52% |
$5.07M - $5.63M
|
256K
$81.9M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-18.2K- 90.42% |
$5.17M - $5.73M
|
1.93K
$617K
|