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 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-925- 1.6% |
$216K - $233K
|
56.8K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-926- 1.87% |
$217K - $234K
|
48.5K
$16M
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-938- 3.57% |
$220K - $237K
|
25.3K
$8.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-939- 1.36% |
$220K - $237K
|
68K
$22.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-945- 2.95% |
$221K - $238K
|
31.1K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.06K- 0.7% |
$248K - $267K
|
151K
$49.8M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.06K- 12.9% |
$249K - $268K
|
7.18K
$2.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.08K- 9.15% |
$253K - $273K
|
10.7K
$3.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.11K- 0.88% |
$260K - $280K
|
125K
$41.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.12K- 3.38% |
$261K - $281K
|
31.9K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.13K- 17.7% |
$265K - $285K
|
5.27K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-1.15K- 2.8% |
$268K - $289K
|
39.8K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.15K- 24.07% |
$269K - $290K
|
3.63K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.15K- 1.43% |
$270K - $290K
|
79.5K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 49.77% |
$276K - $298K
|
1.19K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.22K- 3.48% |
$285K - $307K
|
33.8K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.25K- 1.67% |
$292K - $314K
|
73.4K
$24.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.29K- 4.61% |
$301K - $325K
|
26.7K
$8.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 1.36% |
$303K - $327K
|
94.1K
$31.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.34K- 13.79% |
$313K - $337K
|
8.35K
$2.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 9.39% |
$315K - $340K
|
13K
$4.3M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.36K- 17.09% |
$317K - $342K
|
6.58K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.37K- 3.22% |
$321K - $345K
|
41.2K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.37K- 2.96% |
$321K - $345K
|
45K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.4K- 0.86% |
$329K - $354K
|
162K
$53.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.48K- 12.06% |
$347K - $373K
|
10.8K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 6.34% |
$355K - $382K
|
22.4K
$7.41M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.54K- 5.77% |
$360K - $387K
|
25.1K
$8.29M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 1.43% |
$367K - $395K
|
108K
$35.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.58K- 2.02% |
$369K - $398K
|
76.5K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.63K- 9.22% |
$381K - $411K
|
16K
$5.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.67K- 1.63% |
$391K - $421K
|
100K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.67K- 2.95% |
$392K - $422K
|
55.1K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-1.68K- 4.01% |
$393K - $423K
|
40.1K
$13.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.82K- 2.28% |
$426K - $458K
|
78K
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.86K- 0.7% |
$434K - $468K
|
262K
$86.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.87K- 1.44% |
$437K - $471K
|
127K
$42.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.88K- 1.69% |
$440K - $474K
|
110K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.9K- 0.33% |
$446K - $480K
|
574K
$190M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.92K- 3.74% |
$449K - $484K
|
49.3K
$16.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.94K- 66.01% |
$454K - $489K
|
999
$330K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.97K- 0.73% |
$461K - $497K
|
266K
$88.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.15K- 0.92% |
$503K - $542K
|
232K
$76.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.18K- 3.2% |
$510K - $549K
|
65.9K
$21.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.22K- 10.35% |
$520K - $560K
|
19.2K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.29K- 11.48% |
$535K - $577K
|
17.6K
$5.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.31K- 5.31% |
$540K - $582K
|
41.1K
$13.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.31K- 0.89% |
$541K - $583K
|
258K
$85.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-2.37K- 1.82% |
$555K - $598K
|
128K
$42.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.38K- 1.84% |
$557K - $600K
|
127K
$42.1M
|