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 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.88K- 39.5% |
$647K - $757K
|
4.4K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.06K- 3.04% |
$688K - $804K
|
97.4K
$31.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.11K- 4.44% |
$700K - $818K
|
67K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.16K- 4.42% |
$711K - $831K
|
68.2K
$22.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.32K- 2.76% |
$746K - $872K
|
117K
$38M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.39K- 2.17% |
$763K - $892K
|
153K
$49.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.56K- 15.4% |
$801K - $936K
|
19.5K
$6.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.05K- 51.32% |
$911K - $1.07M
|
3.84K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.09K- 9.58% |
$921K - $1.08M
|
38.6K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.22K- 5.3% |
$949K - $1.11M
|
75.3K
$24.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.24K- 22.11% |
$956K - $1.12M
|
14.9K
$4.87M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.36K- 4.03% |
$982K - $1.15M
|
104K
$33.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.37K- 27.52% |
$984K - $1.15M
|
11.5K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.38K- 5.73% |
$986K - $1.15M
|
72.1K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.58K- 23.57% |
$1.03M - $1.21M
|
14.9K
$4.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-4.72K- 3.13% |
$1.06M - $1.24M
|
146K
$47.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.73K- 2.7% |
$1.06M - $1.24M
|
170K
$55.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.73K- 2.1% |
$1.06M - $1.24M
|
221K
$71.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-5.05K- 12.51% |
$1.14M - $1.33M
|
35.3K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.43K- 21.3% |
$1.22M - $1.43M
|
20.1K
$6.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-5.44K- 16.83% |
$1.23M - $1.43M
|
26.9K
$8.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6.06K- 42.19% |
$1.36M - $1.59M
|
8.3K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.08K- 0.76% |
$1.37M - $1.6M
|
797K
$260M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-6.16K- 67.18% |
$1.39M - $1.62M
|
3.01K
$980K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-6.57K- 3.83% |
$1.48M - $1.73M
|
165K
$53.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.6K- 98.43% |
$1.48M - $1.74M
|
105
$34.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.78K- 5.53% |
$1.53M - $1.79M
|
116K
$37.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-7.04K- 49.38% |
$1.59M - $1.85M
|
7.22K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.32K- 11.65% |
$1.65M - $1.93M
|
55.5K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8.18K- 46.2% |
$1.84M - $2.15M
|
9.52K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.18K- 12.36% |
$1.84M - $2.15M
|
58K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.45K- 2.44% |
$1.9M - $2.22M
|
338K
$110M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.98K- 2.07% |
$2.02M - $2.36M
|
424K
$138M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.64K- 36.17% |
$2.17M - $2.54M
|
17K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.78K- 1.61% |
$2.2M - $2.57M
|
598K
$195M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-9.92K- 13.94% |
$2.23M - $2.61M
|
61.2K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11K- 0.54% |
$2.48M - $2.9M
|
2.05M
$666M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 0.48% |
$2.57M - $3M
|
2.36M
$769M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-11.5K- 23.34% |
$2.59M - $3.03M
|
37.8K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12.8K- 2.2% |
$2.88M - $3.37M
|
569K
$185M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 20.62% |
$2.91M - $3.4M
|
49.8K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-13.9K- 2.34% |
$3.12M - $3.65M
|
577K
$188M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-14.6K- 5.69% |
$3.29M - $3.85M
|
242K
$78.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.9K- 10.7% |
$3.36M - $3.93M
|
125K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-15.2K- 52.86% |
$3.42M - $3.99M
|
13.5K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 1.86% |
$3.5M - $4.09M
|
817K
$266M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16K- 9.55% |
$3.59M - $4.2M
|
151K
$49.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-19.3K- 2.65% |
$4.34M - $5.07M
|
707K
$230M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-19.8K- 2.8% |
$4.46M - $5.22M
|
688K
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 51.35% |
$4.68M - $5.47M
|
19.7K
$6.41M
|