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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 1.37% |
$9.68K - $11.3K
|
3.19K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
42+ 0.56% |
$9.46K - $11.1K
|
7.5K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 1.93% |
$9.23K - $10.8K
|
2.16K
$714K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 1.93% |
$9.23K - $10.8K
|
2.16K
$714K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.71% |
$7.88K - $9.21K
|
4.95K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.41% |
$7.88K - $9.21K
|
8.54K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
35+ 0.12% |
$7.88K - $9.21K
|
29.7K
$9.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 1.89% |
$6.75K - $7.9K
|
1.62K
$535K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
27+ 0.59% |
$6.08K - $7.11K
|
4.57K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27New |
$6.08K - $7.11K
|
27
$8.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
26+ 0.8% |
$5.85K - $6.84K
|
3.26K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.81% |
$5.63K - $6.58K
|
3.12K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
24+ 0.38% |
$5.4K - $6.32K
|
6.41K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24+ 0.65% |
$5.4K - $6.32K
|
3.72K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 1.68% |
$4.95K - $5.79K
|
1.33K
$441K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
22+ 0.67% |
$4.95K - $5.79K
|
3.3K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
22New |
$4.95K - $5.79K
|
22
$7.27K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
21+ 0.8% |
$4.73K - $5.53K
|
2.64K
$872K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.58% |
$4.73K - $5.53K
|
3.67K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21New |
$4.73K - $5.53K
|
21
$6.94K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21+ 0.25% |
$4.73K - $5.53K
|
8.34K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 0.42% |
$4.5K - $5.26K
|
4.78K
$1.58M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
18+ 0.82% |
$4.05K - $4.74K
|
2.22K
$735K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
18+ 0.03% |
$4.05K - $4.74K
|
56.8K
$18.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.35% |
$3.83K - $4.47K
|
4.94K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.27% |
$3.83K - $4.47K
|
6.29K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 160.0% |
$3.6K - $4.21K
|
26
$8.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.5% |
$3.6K - $4.21K
|
3.19K
$1.05M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 2.73% |
$3.38K - $3.95K
|
564
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14+ 0.84% |
$3.15K - $3.68K
|
1.67K
$553K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
14+ 0.58% |
$3.15K - $3.68K
|
2.44K
$807K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
14+ 0.77% |
$3.15K - $3.68K
|
1.82K
$603K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.14% |
$3.15K - $3.68K
|
9.81K
$3.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
14+ 0.32% |
$3.15K - $3.68K
|
4.42K
$1.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14+ 0.85% |
$3.15K - $3.68K
|
1.66K
$548K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$3.15K - $3.68K
|
3.86K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12+ 0.55% |
$2.7K - $3.16K
|
2.21K
$731K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$2.7K - $3.16K
|
5.18K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
12+ 0.8% |
$2.7K - $3.16K
|
1.51K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
12+ 0.18% |
$2.7K - $3.16K
|
6.63K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.77% |
$2.48K - $2.89K
|
1.43K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
11+ 0.19% |
$2.48K - $2.89K
|
5.69K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11+ 0.61% |
$2.48K - $2.89K
|
1.82K
$601K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.53% |
$2.25K - $2.63K
|
1.9K
$629K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9+ 0.26% |
$2.03K - $2.37K
|
3.47K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.78% |
$1.8K - $2.11K
|
1.03K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8+ 0.13% |
$1.8K - $2.11K
|
5.99K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
8+ 0.36% |
$1.8K - $2.11K
|
2.23K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.78% |
$1.8K - $2.11K
|
1.03K
$341K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.13% |
$1.58K - $1.84K
|
5.25K
$1.74M
|