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 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.94K+ 12.47% |
$550K - $610K
|
17.5K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.94K+ 2.37% |
$549K - $610K
|
83.7K
$26.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94K+ 14.46% |
$548K - $608K
|
15.3K
$4.89M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.91K+ 12.37% |
$541K - $600K
|
17.3K
$5.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$607K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$607K
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
1.83KNew |
$519K - $576K
|
1.83K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.81K+ 1.79% |
$512K - $568K
|
103K
$32.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 2.27% |
$506K - $562K
|
80.6K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 1.56% |
$495K - $550K
|
114K
$36.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.75K+ 50.87% |
$495K - $549K
|
5.18K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.72K+ 24.14% |
$488K - $541K
|
8.85K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.68K+ 0.22% |
$475K - $527K
|
748K
$239M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.67KNew |
$473K - $525K
|
1.67K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 0.33% |
$473K - $525K
|
504K
$161M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.67K+ 54.98% |
$473K - $524K
|
4.7K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.66K+ 3.61% |
$471K - $523K
|
47.7K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.63KNew |
$462K - $513K
|
1.63K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.61KNew |
$456K - $506K
|
1.61K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.6K+ 49.02% |
$454K - $503K
|
4.87K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.52KNew |
$431K - $478K
|
1.52K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.45KNew |
$410K - $456K
|
1.45K
$463K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.39KNew |
$392K - $435K
|
1.39K
$443K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 0.89% |
$381K - $423K
|
153K
$48.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.31K+ 18.57% |
$372K - $413K
|
8.39K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.29K+ 9.15% |
$367K - $407K
|
15.4K
$4.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 25.23% |
$365K - $405K
|
6.39K
$2.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.28KNew |
$363K - $403K
|
1.28K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.26K+ 106.85% |
$358K - $397K
|
2.45K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.2KNew |
$340K - $377K
|
1.2K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.13K+ 57.76% |
$320K - $356K
|
3.09K
$987K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.11KNew |
$315K - $350K
|
1.11K
$356K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.1K+ 37.41% |
$312K - $346K
|
4.04K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.1K+ 7.71% |
$311K - $346K
|
15.4K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.09K+ 6.22% |
$308K - $341K
|
18.6K
$5.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$300K - $333K
|
1.06K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.05K+ 18.56% |
$297K - $329K
|
6.69K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.05KNew |
$297K - $329K
|
1.05K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.03K+ 29.19% |
$290K - $322K
|
4.54K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.02K+ 0.44% |
$290K - $322K
|
231K
$73.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.02K+ 357.39% |
$288K - $319K
|
1.3K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 93.9% |
$283K - $314K
|
2.07K
$660K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
995New |
$282K - $313K
|
995
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
945+ 68.73% |
$268K - $297K
|
2.32K
$741K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
909+ 6.14% |
$258K - $286K
|
15.7K
$5.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
897+ 16.49% |
$254K - $282K
|
6.34K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
879New |
$249K - $276K
|
879
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
869New |
$246K - $273K
|
869
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
855New |
$242K - $269K
|
855
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
836New |
$237K - $263K
|
836
$267K
|