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 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8- 0.05% |
$1.8K - $2.11K
|
15.3K
$4.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-8- 0.06% |
$1.8K - $2.11K
|
13.7K
$4.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.09% |
$1.8K - $2.11K
|
8.86K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.76% |
$2.03K - $2.37K
|
1.18K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-9- 0.9% |
$2.03K - $2.37K
|
994
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.35% |
$2.25K - $2.63K
|
729
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 0.47% |
$2.48K - $2.89K
|
2.32K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-13- 0.33% |
$2.93K - $3.42K
|
3.96K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-13- 1.34% |
$2.93K - $3.42K
|
958
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 1.13% |
$3.15K - $3.68K
|
1.22K
$398K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 6.86% |
$3.15K - $3.68K
|
190
$61.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-16- 0.28% |
$3.6K - $4.21K
|
5.61K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-16- 1.97% |
$3.6K - $4.21K
|
796
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17- 0.81% |
$3.83K - $4.47K
|
2.07K
$676K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-17- 0.27% |
$3.83K - $4.47K
|
6.31K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-19- 0.36% |
$4.28K - $5K
|
5.21K
$1.7M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.24% |
$4.5K - $5.26K
|
8.29K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-20- 7.78% |
$4.5K - $5.26K
|
237
$77.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 0.09% |
$4.5K - $5.26K
|
22.1K
$7.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-20- 0.34% |
$4.5K - $5.26K
|
5.89K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-22- 0.5% |
$4.95K - $5.79K
|
4.4K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-23- 0.17% |
$5.18K - $6.05K
|
13.2K
$4.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-24- 1.64% |
$5.4K - $6.32K
|
1.44K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-24- 0.09% |
$5.4K - $6.32K
|
26.8K
$8.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 3.44% |
$5.4K - $6.32K
|
674
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-25- 2.17% |
$5.63K - $6.58K
|
1.13K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 2.52% |
$5.63K - $6.58K
|
966
$315K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 2.75% |
$5.63K - $6.58K
|
885
$288K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-25- 2.52% |
$5.63K - $6.58K
|
966
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-26- 0.87% |
$5.85K - $6.84K
|
2.97K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-26- 1.54% |
$5.85K - $6.84K
|
1.66K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-27- 1.79% |
$6.08K - $7.11K
|
1.48K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-27- 0.74% |
$6.08K - $7.11K
|
3.6K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-29- 0.62% |
$6.53K - $7.63K
|
4.68K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-30- 0.92% |
$6.75K - $7.9K
|
3.25K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-30- 1.9% |
$6.75K - $7.9K
|
1.55K
$504K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 1.31% |
$6.75K - $7.9K
|
2.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.84% |
$6.75K - $7.9K
|
3.52K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 0.43% |
$6.75K - $7.9K
|
6.98K
$2.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-31- 3.89% |
$6.98K - $8.16K
|
765
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-32- 0.1% |
$7.21K - $8.42K
|
30.7K
$9.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 3.0% |
$7.43K - $8.68K
|
1.07K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-34- 0.29% |
$7.66K - $8.95K
|
11.7K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-35- 3.68% |
$7.88K - $9.21K
|
917
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-39- 1.22% |
$8.78K - $10.3K
|
3.17K
$1.03M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-40- 4.93% |
$9.01K - $10.5K
|
771
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-40- 1.37% |
$9.01K - $10.5K
|
2.87K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 0.8% |
$9.01K - $10.5K
|
4.99K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-42- 7.09% |
$9.46K - $11.1K
|
550
$179K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-42- 7.09% |
$9.46K - $11.1K
|
550
$179K
|