Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 15, 2024 Q4 2023
Westshore Wealth, LLC

SELL
 -
-450
- 6.84%
$101K - $118K
6.13K $2.02M
Feb 06, 2024 Q4 2023
Beirne Wealth Consulting Services, LLC

SELL
 -
-453
- 25.97%
$102K - $119K
1.29K $425K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-454
- 5.2%
$102K - $119K
8.28K $2.73M
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-459
- 2.08%
$103K - $121K
21.6K $7.11M
Jan 30, 2024 Q4 2023
Flputnam Investment Management CO

Portland, ME
SELL
 -
-474
- 8.99%
$107K - $125K
4.8K $1.58M
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-477
- 8.61%
$107K - $126K
5.06K $1.67M
Jan 09, 2024 Q4 2023
Resource Planning Group

SELL
 -
-479
- 10.71%
$108K - $126K
4K $1.32M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-498
- 54.31%
$112K - $131K
419 $138K
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-499
- 9.67%
$112K - $131K
4.66K $1.53M
Jan 31, 2024 Q4 2023
Opus Capital Group, LLC

SELL
 -
-501
- 0.6%
$113K - $132K
83.2K $27.4M
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

SELL
 -
-505
- 2.81%
$114K - $133K
17.5K $5.75M
Feb 08, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
SELL
 -
-505
- 6.28%
$114K - $133K
7.54K $2.48M
Jan 18, 2024 Q4 2023
Washington Trust CO

SELL
 -
-509
- 0.24%
$115K - $134K
215K $71M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-550
- 4.75%
$124K - $145K
11K $3.63M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-551
- 87.18%
$124K - $145K
81 $26.7K
Feb 12, 2024 Q4 2023
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-571
- 4.9%
$129K - $150K
11.1K $3.65M
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-585
- 13.1%
$132K - $154K
3.88K $1.28M
Feb 12, 2024 Q4 2023
Boston Financial Mangement LLC

Boston, MA
SELL
 -
-607
- 0.92%
$137K - $160K
65.3K $21.5M
Feb 05, 2024 Q4 2023
Alpha Cubed Investments, LLC

SELL
 -
-610
- 5.75%
$137K - $161K
9.99K $3.29M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-610
- 0.25%
$137K - $161K
248K $81.6M
Feb 13, 2024 Q4 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-610
- 5.35%
$137K - $161K
10.8K $3.55M
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-640
- 28.31%
$144K - $168K
1.62K $534K
Feb 09, 2024 Q4 2023
H&H Retirement Design & Management Inc

SELL
 -
-660
- 5.64%
$149K - $174K
11K $3.64M
Jan 11, 2024 Q4 2023
Gen Wealth Group, Inc.

SELL
 -
-661
- 8.67%
$149K - $174K
6.97K $2.29M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-667
Closed
$150K - $176K
0 $0
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

SELL
 -
-678
- 1.32%
$153K - $178K
50.7K $16.7M
Feb 06, 2024 Q4 2023
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-679
- 37.12%
$153K - $179K
1.15K $379K
Jan 29, 2024 Q4 2023
Highview Capital Management LLC

SELL
 -
-693
- 20.89%
$156K - $182K
2.63K $865K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-717
- 6.35%
$161K - $189K
10.6K $3.48M
Feb 06, 2024 Q4 2023
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-720
- 5.97%
$162K - $189K
11.3K $3.74M
Jan 10, 2024 Q4 2023
Strategic Investment Advisors

Farmington Hills, MI
SELL
 -
-722
- 4.02%
$163K - $190K
17.2K $5.68M
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

SELL
 -
-725
- 0.51%
$163K - $191K
141K $46.3M
Jan 25, 2024 Q4 2023
Tfc Financial Management

SELL
 -
-735
- 7.89%
$165K - $193K
8.59K $2.83M
Feb 08, 2024 Q4 2023
Amg National Trust Bank

SELL
 -
-742
- 0.28%
$167K - $195K
261K $86M
Feb 13, 2024 Q4 2023
Wescott Financial Advisory Group, LLC

SELL
 -
-747
- 0.69%
$168K - $197K
107K $35.3M
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

SELL
 -
-750
- 87.62%
$169K - $197K
106 $34.9K
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

SELL
 -
-756
- 26.85%
$170K - $199K
2.06K $679K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

SELL
 -
-774
- 1.12%
$174K - $204K
68.4K $22.5M
Jan 25, 2024 Q4 2023
Brown Financial Advisory

SELL
 -
-786
- 1.97%
$177K - $207K
39.1K $12.9M
Feb 05, 2024 Q4 2023
Astoria Strategic Wealth, Inc.

SELL
 -
-798
- 25.53%
$180K - $210K
2.33K $767K
Feb 14, 2024 Q4 2023
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-811
- 25.75%
$183K - $213K
2.34K $770K
Jan 19, 2024 Q4 2023
True Link Financial Advisors, LLC

SELL
 -
-830
- 24.09%
$187K - $218K
2.62K $862K
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-832
- 3.71%
$187K - $219K
21.6K $7.11M
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

SELL
 -
-836
- 8.91%
$188K - $220K
8.55K $2.81M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

SELL
 -
-864
- 1.92%
$195K - $227K
44.1K $14.5M
Feb 12, 2024 Q4 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-875
- 18.02%
$197K - $230K
3.98K $1.31M
Feb 09, 2024 Q4 2023
Glassman Wealth Services

SELL
 -
-878
- 1.81%
$198K - $231K
47.6K $15.7M
Feb 06, 2024 Q4 2023
James Investment Research Inc

SELL
 -
-900
- 10.19%
$203K - $237K
7.94K $2.61M
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

SELL
 -
-927
- 5.84%
$209K - $244K
14.9K $4.92M

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