Purchases and Sales Made in Q3 2023 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-123- 1.04% |
$28.8K - $31K
|
11.7K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-123- 0.79% |
$28.8K - $31K
|
15.4K
$5.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-124- 7.48% |
$29K - $31.3K
|
1.53K
$507K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-125- 0.15% |
$29.3K - $31.5K
|
83.7K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-127- 2.92% |
$29.7K - $32K
|
4.22K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-131- 0.21% |
$30.7K - $33K
|
61.1K
$20.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-144- 1.34% |
$33.7K - $36.3K
|
10.6K
$3.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-145- 0.42% |
$33.9K - $36.6K
|
34.1K
$11.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-149- 3.54% |
$34.9K - $37.6K
|
4.06K
$1.34M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 41.78% |
$35.1K - $37.8K
|
209
$69.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-150- 4.15% |
$35.1K - $37.8K
|
3.46K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-150- 16.87% |
$35.1K - $37.8K
|
739
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-151- 1.94% |
$35.3K - $38.1K
|
7.64K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-152- 5.0% |
$35.6K - $38.3K
|
2.89K
$955K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-153- 6.28% |
$35.8K - $38.6K
|
2.28K
$755K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-154- 73.33% |
$36K - $38.8K
|
56
$18.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.03% |
$37K - $39.8K
|
15.1K
$5.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-158- 15.22% |
$37K - $39.8K
|
880
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-162- 0.89% |
$37.9K - $40.9K
|
18K
$5.95M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-162- 0.89% |
$37.9K - $40.9K
|
18K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-165- 13.41% |
$38.6K - $41.6K
|
1.07K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-172- 2.79% |
$40.3K - $43.4K
|
5.99K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-176- 1.77% |
$41.2K - $44.4K
|
9.79K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-184- 3.73% |
$43.1K - $46.4K
|
4.75K
$1.57M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-198- 3.59% |
$46.3K - $49.9K
|
5.32K
$1.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-200- 2.67% |
$46.8K - $50.4K
|
7.28K
$2.41M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 4.55% |
$46.8K - $50.4K
|
4.2K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 4.55% |
$46.8K - $50.4K
|
4.2K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-200- 8.0% |
$46.8K - $50.4K
|
2.3K
$760K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-200- 7.32% |
$46.8K - $50.4K
|
2.53K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-204- 2.15% |
$47.7K - $51.4K
|
9.29K
$3.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-206- 19.43% |
$48.2K - $51.9K
|
854
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-206- 1.28% |
$48.2K - $51.9K
|
15.9K
$5.25M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-207- 4.11% |
$48.4K - $52.2K
|
4.83K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-209- 1.32% |
$48.9K - $52.7K
|
15.6K
$5.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-210- 32.61% |
$49.2K - $53K
|
434
$143K
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-211- 1.16% |
$49.4K - $53.2K
|
18K
$5.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-211- 8.35% |
$49.4K - $53.2K
|
2.32K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-213- 8.8% |
$49.9K - $53.7K
|
2.21K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-214- 23.94% |
$50.1K - $54K
|
680
$225K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-219- 5.37% |
$51.3K - $55.2K
|
3.86K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-220- 1.14% |
$51.5K - $55.5K
|
19K
$6.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-220- 1.24% |
$51.5K - $55.5K
|
17.5K
$5.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-223- 2.94% |
$52.2K - $56.2K
|
7.37K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-223- 0.66% |
$52.2K - $56.2K
|
33.4K
$11M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-225- 8.32% |
$52.7K - $56.7K
|
2.48K
$819K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-228- 3.53% |
$53.4K - $57.5K
|
6.23K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-235- 1.19% |
$55K - $59.3K
|
19.5K
$6.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-243- 1.8% |
$56.9K - $61.3K
|
13.2K
$4.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-247- 2.36% |
$57.8K - $62.3K
|
10.2K
$3.38M
|