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 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.7K+ 7.32% |
$608K - $711K
|
39.6K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.7K+ 4.9% |
$607K - $709K
|
57.7K
$17.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.67K+ 46.91% |
$600K - $701K
|
8.35K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
2.62KNew |
$589K - $689K
|
2.62K
$811K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.61K+ 2.56% |
$589K - $688K
|
105K
$32.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.57K+ 6.07% |
$578K - $676K
|
44.9K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.56KNew |
$576K - $674K
|
2.56K
$793K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.53K+ 144.14% |
$571K - $667K
|
4.29K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.51K+ 148.52% |
$566K - $661K
|
4.21K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.46K+ 145.39% |
$554K - $647K
|
4.15K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.42KNew |
$544K - $636K
|
2.42K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.38K+ 45.85% |
$537K - $627K
|
7.58K
$2.35M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2.38KNew |
$536K - $626K
|
2.38K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 4.5% |
$529K - $618K
|
54.6K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.34KNew |
$526K - $615K
|
2.34K
$723K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
2.32K+ 12.05% |
$523K - $611K
|
21.6K
$6.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31K+ 31.29% |
$519K - $607K
|
9.68K
$3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.29KNew |
$516K - $603K
|
2.29K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.29KNew |
$515K - $602K
|
2.29K
$709K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.28K+ 1.83% |
$514K - $601K
|
127K
$39.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.21KNew |
$499K - $583K
|
2.21K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.19K+ 19.73% |
$494K - $577K
|
13.3K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.17KNew |
$489K - $571K
|
2.17K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.1KNew |
$473K - $553K
|
2.1K
$651K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.06K+ 183.57% |
$463K - $541K
|
3.18K
$984K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.03KNew |
$456K - $533K
|
2.03K
$628K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.99KNew |
$449K - $524K
|
1.99K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.97KNew |
$444K - $519K
|
1.97K
$611K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$439K - $513K
|
1.95K
$604K
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
1.91KNew |
$431K - $504K
|
1.91K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.91K+ 2.42% |
$431K - $503K
|
81K
$25.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.9K+ 46.92% |
$429K - $501K
|
5.96K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.86KNew |
$419K - $489K
|
1.86K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.8KNew |
$404K - $472K
|
1.8K
$556K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.8K+ 5.85% |
$404K - $472K
|
32.5K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.78K+ 0.22% |
$401K - $468K
|
823K
$255M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.74KNew |
$392K - $459K
|
1.74K
$540K
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.74K+ 6.87% |
$391K - $457K
|
27K
$8.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 0.49% |
$390K - $455K
|
358K
$111M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 8.01% |
$380K - $444K
|
22.7K
$7.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.68KNew |
$379K - $443K
|
1.68K
$522K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.68KNew |
$377K - $441K
|
1.68K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.67K+ 111.76% |
$376K - $440K
|
3.17K
$981K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.64K+ 40.11% |
$370K - $432K
|
5.74K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.61KNew |
$362K - $423K
|
1.61K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.6KNew |
$361K - $422K
|
1.6K
$497K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.6K+ 1.46% |
$361K - $422K
|
111K
$34.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 31.96% |
$358K - $419K
|
6.57K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 1.38% |
$358K - $419K
|
117K
$36.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.57K+ 1.23% |
$353K - $412K
|
129K
$39.9M
|