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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-370- 5.75% |
$83.3K - $97.4K
|
6.06K
$2.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-371- 2.85% |
$83.5K - $97.6K
|
12.6K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-383- 0.66% |
$86.2K - $101K
|
57.3K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-406- 5.7% |
$91.4K - $107K
|
6.72K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-419- 20.57% |
$94.3K - $110K
|
1.62K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-441- 1.07% |
$99.3K - $116K
|
40.9K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-447- 26.58% |
$101K - $118K
|
1.24K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-447- 1.7% |
$101K - $118K
|
25.8K
$8.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-450- 6.84% |
$101K - $118K
|
6.13K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-453- 25.97% |
$102K - $119K
|
1.29K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-454- 5.2% |
$102K - $119K
|
8.28K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-459- 2.08% |
$103K - $121K
|
21.6K
$7.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-474- 8.99% |
$107K - $125K
|
4.8K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-477- 8.61% |
$107K - $126K
|
5.06K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-479- 10.71% |
$108K - $126K
|
4K
$1.36M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-498- 54.31% |
$112K - $131K
|
419
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-499- 9.67% |
$112K - $131K
|
4.66K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-501- 0.6% |
$113K - $132K
|
83.2K
$28.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-505- 6.28% |
$114K - $133K
|
7.54K
$2.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-505- 2.81% |
$114K - $133K
|
17.5K
$5.95M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-505- 6.28% |
$114K - $133K
|
7.54K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-509- 0.24% |
$115K - $134K
|
215K
$73.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-550- 4.75% |
$124K - $145K
|
11K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-551- 87.18% |
$124K - $145K
|
81
$27.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-571- 4.9% |
$129K - $150K
|
11.1K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-585- 13.1% |
$132K - $154K
|
3.88K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-607- 0.92% |
$137K - $160K
|
65.3K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-610- 0.25% |
$137K - $161K
|
248K
$84.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-610- 5.75% |
$137K - $161K
|
9.99K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-610- 5.35% |
$137K - $161K
|
10.8K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-640- 28.31% |
$144K - $168K
|
1.62K
$552K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-660- 5.64% |
$149K - $174K
|
11K
$3.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-661- 8.67% |
$149K - $174K
|
6.97K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-667Closed |
$150K - $176K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-678- 1.32% |
$153K - $178K
|
50.7K
$17.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-679- 37.12% |
$153K - $179K
|
1.15K
$391K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-693- 20.89% |
$156K - $182K
|
2.63K
$894K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-717- 6.35% |
$161K - $189K
|
10.6K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-720- 5.97% |
$162K - $189K
|
11.3K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-722- 4.02% |
$163K - $190K
|
17.2K
$5.87M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-725- 0.51% |
$163K - $191K
|
141K
$47.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-735- 7.89% |
$165K - $193K
|
8.59K
$2.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-742- 0.28% |
$167K - $195K
|
261K
$88.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-747- 0.69% |
$168K - $197K
|
107K
$36.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-750- 87.62% |
$169K - $197K
|
106
$36.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-756- 26.85% |
$170K - $199K
|
2.06K
$701K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-774- 1.12% |
$174K - $204K
|
68.4K
$23.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Brown Financial Advisory
|
SELL
|
- |
-786- 1.97% |
$177K - $207K
|
39.1K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-798- 25.53% |
$180K - $210K
|
2.33K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-811- 25.75% |
$183K - $213K
|
2.34K
$796K
|