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 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
203+ 4.97% |
$57.5K - $63.8K
|
4.28K
$1.44M
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
198+ 0.94% |
$56.1K - $62.2K
|
21.3K
$7.14M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
195+ 1.64% |
$55.2K - $61.3K
|
12.1K
$4.05M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
192+ 1.97% |
$54.4K - $60.4K
|
9.92K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
191+ 2.42% |
$54.1K - $60K
|
8.09K
$2.71M
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
188+ 27.98% |
$53.3K - $59.1K
|
860
$288K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
183+ 30.6% |
$51.8K - $57.5K
|
781
$262K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
182+ 1.96% |
$51.6K - $57.2K
|
9.47K
$3.17M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
182+ 11.99% |
$51.6K - $57.2K
|
1.7K
$570K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
176+ 11.03% |
$49.9K - $55.3K
|
1.77K
$594K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
172+ 6.57% |
$48.7K - $54.1K
|
2.79K
$935K
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
166+ 3.66% |
$47K - $52.2K
|
4.71K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
161+ 1.51% |
$45.6K - $50.6K
|
10.8K
$3.62M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
159+ 20.05% |
$45K - $50K
|
952
$319K
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
156+ 8.94% |
$44.2K - $49K
|
1.9K
$637K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
154+ 17.6% |
$43.6K - $48.4K
|
1.03K
$345K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
150+ 4.0% |
$42.5K - $47.2K
|
3.9K
$1.31M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
147+ 0.57% |
$41.6K - $46.2K
|
25.8K
$8.63M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 2.6% |
$41.1K - $45.6K
|
5.73K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
143+ 5.09% |
$40.5K - $45K
|
2.95K
$990K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
142+ 568.0% |
$40.2K - $44.6K
|
167
$56K
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
140+ 1.97% |
$39.7K - $44K
|
7.23K
$2.42M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
138+ 10.78% |
$39.1K - $43.4K
|
1.42K
$475K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
135+ 12.45% |
$38.2K - $42.4K
|
1.22K
$409K
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
134+ 0.2% |
$38K - $42.1K
|
67.9K
$22.7M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
133+ 10.25% |
$37.7K - $41.8K
|
1.43K
$479K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
130+ 3.45% |
$36.8K - $40.9K
|
3.9K
$1.31M
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
129+ 3.76% |
$36.5K - $40.6K
|
3.56K
$1.19M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
128+ 1.64% |
$36.3K - $40.2K
|
7.91K
$2.65M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
125+ 1.45% |
$35.4K - $39.3K
|
8.76K
$2.94M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
122+ 10.18% |
$34.6K - $38.4K
|
1.32K
$442K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
122+ 3.43% |
$34.6K - $38.4K
|
3.68K
$1.23M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120New |
$34K - $37.7K
|
120
$40.2K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
117New |
$33.1K - $36.8K
|
117
$39.2K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
117+ 14.5% |
$33.1K - $36.8K
|
924
$310K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
117+ 15.12% |
$33.1K - $36.8K
|
891
$299K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
116+ 1.7% |
$32.9K - $36.5K
|
6.96K
$2.33M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
115+ 4.31% |
$32.6K - $36.2K
|
2.78K
$932K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
114+ 1.74% |
$32.3K - $35.8K
|
6.68K
$2.24M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
108+ 0.27% |
$30.6K - $34K
|
39.7K
$13.3M
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
103New |
$29.2K - $32.4K
|
103
$34.5K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
103+ 0.87% |
$29.2K - $32.4K
|
12K
$4.01M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
102+ 5.38% |
$28.9K - $32.1K
|
2K
$670K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
100+ 1.29% |
$28.3K - $31.4K
|
7.88K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
99+ 2.51% |
$28K - $31.1K
|
4.04K
$1.35M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
96New |
$27.2K - $30.2K
|
96
$32.2K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
94+ 10.71% |
$26.6K - $29.6K
|
972
$326K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
93+ 13.42% |
$26.3K - $29.2K
|
786
$263K
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
92+ 4.51% |
$26.1K - $28.9K
|
2.13K
$715K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 3.86% |
$25.8K - $28.6K
|
2.45K
$822K
|