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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
7+ 0.75% |
$1.58K - $1.84K
|
939
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7+ 0.4% |
$1.58K - $1.84K
|
1.76K
$582K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.13% |
$1.58K - $1.84K
|
5.25K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.48% |
$1.58K - $1.84K
|
1.47K
$486K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.33% |
$1.58K - $1.84K
|
2.11K
$696K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.36% |
$1.35K - $1.58K
|
1.66K
$547K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.11% |
$1.35K - $1.58K
|
5.44K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6+ 0.45% |
$1.35K - $1.58K
|
1.35K
$447K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.22% |
$1.35K - $1.58K
|
2.69K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.76% |
$1.35K - $1.58K
|
796
$263K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.22% |
$1.35K - $1.58K
|
2.68K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.77% |
$1.13K - $1.32K
|
652
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5+ 0.23% |
$1.13K - $1.32K
|
2.14K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.52% |
$1.13K - $1.32K
|
972
$321K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.32% |
$901 - $1.05K
|
1.26K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4+ 0.74% |
$901 - $1.05K
|
542
$179K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.36% |
$901 - $1.05K
|
1.13K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.39% |
$901 - $1.05K
|
1.04K
$344K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.11% |
$901 - $1.05K
|
3.81K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3+ 0.32% |
$675 - $790
|
938
$310K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$675 - $790
|
10.1K
$3.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$675 - $790
|
18.1K
$5.99M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.68% |
$675 - $790
|
441
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.07% |
$675 - $790
|
4.18K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.29% |
$450 - $526
|
682
$225K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.22% |
$450 - $526
|
918
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$450 - $526
|
3.81K
$1.26M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.02% |
$450 - $526
|
9.96K
$3.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$450 - $526
|
29.5K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2+ 0.02% |
$450 - $526
|
12.4K
$4.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$225 - $263
|
3.48K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$225 - $263
|
2.71K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.56% |
$225 - $263
|
178
$58.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$225 - $263
|
2.27K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.46% |
$225 - $263
|
218
$72.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.74% |
$225 - $263
|
136
$45K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$225 - $263
|
1K
$331K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$225 - $263
|
2.13K
$702K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.97% |
$225 - $263
|
104
$34.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$225 - $263
|
3.23K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$225 - $263
|
140
$46.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$225 - $263
|
4.19K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$225 - $263
|
4.02K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2- 0.07% |
$450 - $526
|
2.8K
$924K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2- 0.22% |
$450 - $526
|
924
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4- 0.06% |
$901 - $1.05K
|
6.29K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.57% |
$1.13K - $1.32K
|
875
$289K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.58K
|
1.76K
$583K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.48% |
$1.58K - $1.84K
|
1.46K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7- 0.26% |
$1.58K - $1.84K
|
2.66K
$879K
|