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
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
142
+ 0.06%
$32K - $37.4K
232K $76.5M
Jan 09, 2024 Q4 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
140
+ 3.84%
$31.5K - $36.8K
3.78K $1.25M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
134
+ 1.52%
$30.2K - $35.3K
8.97K $2.96M
Jan 30, 2024 Q4 2023
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
128
+ 4.48%
$28.8K - $33.7K
2.99K $983K
Feb 07, 2024 Q4 2023
Reynders Mc Veigh Capital Management, LLC

BUY
 -
128
+ 9.32%
$28.8K - $33.7K
1.5K $494K
Jan 09, 2024 Q4 2023
Thrive Wealth Management, LLC

BUY
 -
127
+ 8.37%
$28.6K - $33.4K
1.64K $542K
Feb 08, 2024 Q4 2023
Robinson Capital Management, LLC

BUY
 -
125
New
$28.1K - $32.9K
125 $41.2K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
122
+ 1.38%
$27.5K - $32.1K
8.97K $2.96M
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
119
+ 3.27%
$26.8K - $31.3K
3.76K $1.24M
Feb 14, 2024 Q4 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
119
+ 0.74%
$26.8K - $31.3K
16.1K $5.32M
Jan 22, 2024 Q4 2023
Mayflower Financial Advisors, LLC

BUY
 -
115
+ 1.96%
$25.9K - $30.3K
5.98K $1.97M
Feb 14, 2024 Q4 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
113
+ 3.17%
$25.4K - $29.7K
3.68K $1.21M
Jan 03, 2024 Q4 2023
Massmutual Trust CO Fsb

BUY
 -
112
+ 4.82%
$25.2K - $29.5K
2.44K $802K
Jan 24, 2024 Q4 2023
Capital Wealth Alliance, LLC

BUY
 -
110
+ 1.59%
$24.8K - $28.9K
7.03K $2.31M
Feb 05, 2024 Q4 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
110
+ 0.69%
$24.8K - $28.9K
16K $5.26M
Feb 08, 2024 Q4 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
107
+ 5.26%
$24.1K - $28.2K
2.14K $706K
Jan 18, 2024 Q4 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
107
+ 2.18%
$24.1K - $28.2K
5.02K $1.65M
Jan 08, 2024 Q4 2023
Capital Advisors Wealth Management, LLC

BUY
 -
103
+ 5.42%
$23.2K - $27.1K
2.01K $660K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
103
+ 9.61%
$23.2K - $27.1K
1.18K $387K
Feb 07, 2024 Q4 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
99
+ 0.8%
$22.3K - $26.1K
12.5K $4.13M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
98
+ 2.04%
$22.1K - $25.8K
4.91K $1.62M
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
95
New
$21.4K - $25K
95 $31.3K
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
93
+ 4.41%
$20.9K - $24.5K
2.2K $726K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
92
+ 34.07%
$20.7K - $24.2K
362 $119K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
90
New
$20.3K - $23.7K
90 $29.6K
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
87
+ 9.8%
$19.6K - $22.9K
975 $321K
Feb 14, 2024 Q4 2023
Evensky & Katz LLC

BUY
 -
86
+ 0.8%
$19.4K - $22.6K
10.8K $3.57M
Feb 05, 2024 Q4 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
84
+ 0.8%
$18.9K - $22.1K
10.6K $3.5M
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
83
+ 1.99%
$18.7K - $21.8K
4.26K $1.4M
Feb 13, 2024 Q4 2023
Lansing Street Advisors

BUY
 -
81
+ 0.81%
$18.2K - $21.3K
10.1K $3.34M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
78
New
$17.6K - $20.5K
78 $25.7K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
72
New
$16.2K - $18.9K
72 $23.7K
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

BUY
 -
67
+ 2.3%
$15.1K - $17.6K
2.98K $983K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
67
+ 0.79%
$15.1K - $17.6K
8.58K $2.83M
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
65
New
$14.6K - $17.1K
65 $21.4K
Feb 06, 2024 Q4 2023
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
62
+ 0.81%
$14K - $16.3K
7.71K $2.54M
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

BUY
 -
62
New
$14K - $16.3K
62 $20.4K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
61
New
$13.7K - $16.1K
61 $20.1K
Feb 07, 2024 Q4 2023
Private Portfolio Partners LLC

BUY
 -
59
+ 4.45%
$13.3K - $15.5K
1.39K $456K
Jan 09, 2024 Q4 2023
Ifp Advisors, Inc

BUY
 -
59
+ 0.97%
$13.3K - $15.5K
6.14K $2.02M
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
57
+ 0.78%
$12.8K - $15K
7.37K $2.43M
Jan 26, 2024 Q4 2023
Toth Financial Advisory Corp

BUY
 -
56
New
$12.6K - $14.7K
56 $18.4K
Feb 06, 2024 Q4 2023
Moser Wealth Advisors, LLC

BUY
 -
56
+ 6.17%
$12.6K - $14.7K
964 $318K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
55
New
$12.4K - $14.5K
55 $18.1K
Jan 24, 2024 Q4 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
52
New
$11.7K - $13.7K
52 $17.1K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
51
+ 70.83%
$11.5K - $13.4K
123 $40.5K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
48
New
$10.8K - $12.6K
48 $15.8K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
46
+ 3.49%
$10.4K - $12.1K
1.36K $449K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
45
New
$10.1K - $11.8K
45 $14.8K

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