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 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-830- 24.09% |
$187K - $218K
|
2.62K
$891K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-832- 3.71% |
$187K - $219K
|
21.6K
$7.35M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-836- 8.91% |
$188K - $220K
|
8.55K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-864- 1.92% |
$195K - $227K
|
44.1K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-875- 18.02% |
$197K - $230K
|
3.98K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-878- 1.81% |
$198K - $231K
|
47.6K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-900- 10.19% |
$203K - $237K
|
7.94K
$2.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-927- 5.84% |
$209K - $244K
|
14.9K
$5.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-951- 2.06% |
$214K - $250K
|
45.1K
$15.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1K- 43.37% |
$225K - $263K
|
1.31K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.02K- 3.19% |
$229K - $267K
|
30.8K
$10.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 38.4% |
$240K - $281K
|
1.71K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.09K- 9.61% |
$246K - $287K
|
10.3K
$3.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.1K- 0.3% |
$247K - $289K
|
364K
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.1K- 28.95% |
$248K - $289K
|
2.7K
$919K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.73% |
$249K - $292K
|
15.4K
$5.23M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.16K- 50.83% |
$261K - $305K
|
1.12K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.17K- 11.39% |
$263K - $307K
|
9.09K
$3.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.18K- 9.68% |
$266K - $311K
|
11K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.19K- 2.09% |
$267K - $312K
|
55.5K
$18.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.22K- 7.43% |
$275K - $321K
|
15.2K
$5.17M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.23KClosed |
$277K - $323K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 6.72% |
$283K - $331K
|
17.4K
$5.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-1.27K- 0.94% |
$285K - $333K
|
134K
$45.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-1.3K- 2.02% |
$292K - $341K
|
62.8K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.3K- 1.72% |
$292K - $342K
|
74.2K
$25.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.35K- 98.9% |
$305K - $356K
|
15
$5.11K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.36K- 13.32% |
$305K - $357K
|
8.81K
$3M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 4.15% |
$306K - $358K
|
31.4K
$10.7M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.36K- 22.48% |
$306K - $358K
|
4.69K
$1.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.39K- 16.3% |
$314K - $367K
|
7.16K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.42K- 30.65% |
$320K - $374K
|
3.22K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 21.16% |
$324K - $378K
|
5.36K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.5K- 93.17% |
$338K - $395K
|
110
$37.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.55K- 32.02% |
$348K - $407K
|
3.29K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.58K- 5.53% |
$356K - $416K
|
27K
$9.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.62K- 4.76% |
$365K - $427K
|
32.5K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.63K- 3.74% |
$367K - $429K
|
42K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.72K- 2.53% |
$387K - $452K
|
66.3K
$22.6M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.74K- 9.16% |
$392K - $458K
|
17.3K
$5.88M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.74K- 9.16% |
$392K - $458K
|
17.3K
$5.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.76K- 1.51% |
$396K - $462K
|
115K
$39.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.76K- 5.23% |
$397K - $464K
|
32K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.85K- 9.48% |
$417K - $487K
|
17.7K
$6.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.9K- 2.96% |
$428K - $501K
|
62.5K
$21.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.9K- 2.89% |
$428K - $501K
|
63.9K
$21.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 4.5% |
$435K - $508K
|
41K
$14M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.97K- 12.2% |
$444K - $519K
|
14.2K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.99K- 12.91% |
$449K - $525K
|
13.4K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2.03K- 1.4% |
$457K - $534K
|
143K
$48.7M
|