Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2- 0.07% |
$450 - $526
|
2.8K
$952K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.22% |
$450 - $526
|
924
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4- 0.06% |
$901 - $1.05K
|
6.29K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.57% |
$1.13K - $1.32K
|
875
$298K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.58K
|
1.76K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.48% |
$1.58K - $1.84K
|
1.46K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7- 0.26% |
$1.58K - $1.84K
|
2.66K
$906K
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.48% |
$1.58K - $1.84K
|
1.46K
$497K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-8- 0.06% |
$1.8K - $2.11K
|
13.7K
$4.68M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.09% |
$1.8K - $2.11K
|
8.86K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8- 0.05% |
$1.8K - $2.11K
|
15.3K
$5.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.76% |
$2.03K - $2.37K
|
1.18K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9- 0.9% |
$2.03K - $2.37K
|
994
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.35% |
$2.25K - $2.63K
|
729
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.47% |
$2.48K - $2.89K
|
2.32K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-13- 1.34% |
$2.93K - $3.42K
|
958
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-13- 0.33% |
$2.93K - $3.42K
|
3.96K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 1.13% |
$3.15K - $3.68K
|
1.22K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 6.86% |
$3.15K - $3.68K
|
190
$64.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 0.28% |
$3.6K - $4.21K
|
5.61K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-16- 1.97% |
$3.6K - $4.21K
|
796
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.81% |
$3.83K - $4.47K
|
2.07K
$706K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-17- 0.27% |
$3.83K - $4.47K
|
6.31K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-19- 0.36% |
$4.28K - $5K
|
5.21K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 7.78% |
$4.5K - $5.26K
|
237
$80.7K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.24% |
$4.5K - $5.26K
|
8.29K
$2.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 0.09% |
$4.5K - $5.26K
|
22.1K
$7.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-20- 0.34% |
$4.5K - $5.26K
|
5.89K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-22- 0.5% |
$4.95K - $5.79K
|
4.4K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-23- 0.17% |
$5.18K - $6.05K
|
13.2K
$4.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-24- 0.09% |
$5.4K - $6.32K
|
26.8K
$9.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 3.44% |
$5.4K - $6.32K
|
674
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24- 1.64% |
$5.4K - $6.32K
|
1.44K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25- 2.17% |
$5.63K - $6.58K
|
1.13K
$384K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 2.52% |
$5.63K - $6.58K
|
966
$329K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 2.75% |
$5.63K - $6.58K
|
885
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 2.52% |
$5.63K - $6.58K
|
966
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-26- 0.87% |
$5.85K - $6.84K
|
2.97K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-26- 1.54% |
$5.85K - $6.84K
|
1.66K
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-27- 1.79% |
$6.08K - $7.11K
|
1.48K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-27- 0.74% |
$6.08K - $7.11K
|
3.6K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-29- 0.62% |
$6.53K - $7.63K
|
4.68K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.84% |
$6.75K - $7.9K
|
3.52K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-30- 0.92% |
$6.75K - $7.9K
|
3.25K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 0.43% |
$6.75K - $7.9K
|
6.98K
$2.38M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.31% |
$6.75K - $7.9K
|
2.26K
$768K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-30- 1.9% |
$6.75K - $7.9K
|
1.55K
$527K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 3.89% |
$6.98K - $8.16K
|
765
$260K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 0.1% |
$7.21K - $8.42K
|
30.7K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 3.0% |
$7.43K - $8.68K
|
1.07K
$364K
|