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 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-466- 18.96% |
$109K - $118K
|
1.99K
$658K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-466- 0.8% |
$109K - $118K
|
57.7K
$19.1M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-466- 18.62% |
$109K - $118K
|
2.04K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-484- 1.29% |
$113K - $122K
|
36.9K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-515- 34.2% |
$121K - $130K
|
991
$328K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-515- 34.2% |
$121K - $130K
|
991
$328K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-542- 3.79% |
$127K - $137K
|
13.8K
$4.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-557- 1.6% |
$130K - $140K
|
34.3K
$11.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-560- 8.13% |
$131K - $141K
|
6.32K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-560- 29.49% |
$131K - $141K
|
1.34K
$443K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-567- 33.2% |
$133K - $143K
|
1.14K
$377K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-593- 4.55% |
$139K - $150K
|
12.4K
$4.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-606- 3.65% |
$142K - $153K
|
16K
$5.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-613- 5.03% |
$143K - $155K
|
11.6K
$3.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-613- 5.69% |
$143K - $155K
|
10.2K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-628- 1.5% |
$147K - $158K
|
41.3K
$13.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-633- 1.98% |
$148K - $160K
|
31.4K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-639- 0.8% |
$150K - $161K
|
79.1K
$26.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-644- 23.47% |
$151K - $162K
|
2.1K
$694K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-648- 0.93% |
$152K - $163K
|
69.1K
$22.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-660- 2.47% |
$154K - $166K
|
26K
$8.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-662- 15.02% |
$155K - $167K
|
3.75K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-664- 2.12% |
$155K - $167K
|
30.7K
$10.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-665- 24.54% |
$156K - $168K
|
2.05K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-667- 1.55% |
$156K - $168K
|
42.3K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-671- 25.55% |
$157K - $169K
|
1.96K
$646K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-673- 33.15% |
$158K - $170K
|
1.36K
$449K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-676- 1.98% |
$158K - $170K
|
33.5K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-686- 5.73% |
$161K - $173K
|
11.3K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-697- 24.59% |
$163K - $176K
|
2.14K
$706K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-711- 20.3% |
$166K - $179K
|
2.79K
$923K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-720- 4.52% |
$169K - $182K
|
15.2K
$5.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-721- 3.89% |
$169K - $182K
|
17.8K
$5.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-750- 16.48% |
$176K - $189K
|
3.8K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-753- 6.84% |
$176K - $190K
|
10.3K
$3.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-753- 3.87% |
$176K - $190K
|
18.7K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-774- 19.55% |
$181K - $195K
|
3.19K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-779- 1.79% |
$182K - $196K
|
42.7K
$14.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-785- 1.82% |
$184K - $198K
|
42.4K
$14M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-791- 0.35% |
$185K - $199K
|
223K
$73.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-822- 21.82% |
$192K - $207K
|
2.95K
$973K
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-828- 1.15% |
$194K - $209K
|
71.4K
$23.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-845- 23.08% |
$198K - $213K
|
2.82K
$931K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-854- 2.34% |
$200K - $215K
|
35.7K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-858- 6.64% |
$201K - $216K
|
12.1K
$3.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-877- 3.33% |
$205K - $221K
|
25.5K
$8.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-885- 17.47% |
$207K - $223K
|
4.18K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-896- 4.58% |
$210K - $226K
|
18.7K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-899- 0.24% |
$210K - $227K
|
368K
$121M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-900- 28.13% |
$211K - $227K
|
2.3K
$760K
|