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 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-196- 2.37% |
$44.1K - $51.6K
|
8.07K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-196- 0.29% |
$44.1K - $51.6K
|
67.3K
$22.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-204- 1.78% |
$45.9K - $53.7K
|
11.3K
$3.73M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-208- 4.39% |
$46.8K - $54.7K
|
4.53K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-209- 1.12% |
$47.1K - $55K
|
18.5K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-212- 7.29% |
$47.7K - $55.8K
|
2.7K
$891K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-215- 7.55% |
$48.4K - $56.6K
|
2.63K
$871K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-216- 3.96% |
$48.6K - $56.8K
|
5.23K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-217- 1.85% |
$48.9K - $57.1K
|
11.5K
$3.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-219- 8.51% |
$49.3K - $57.6K
|
2.35K
$778K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-220- 2.2% |
$49.5K - $57.9K
|
9.76K
$3.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-236- 12.76% |
$53.1K - $62.1K
|
1.61K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-237- 3.71% |
$53.4K - $62.4K
|
6.16K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-239- 11.55% |
$53.8K - $62.9K
|
1.83K
$605K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-248- 28.54% |
$55.8K - $65.3K
|
621
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-253- 14.86% |
$57K - $66.6K
|
1.45K
$479K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-257- 6.9% |
$57.9K - $67.6K
|
3.47K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-262- 3.65% |
$59K - $69K
|
6.92K
$2.29M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-265- 9.52% |
$59.7K - $69.7K
|
2.52K
$833K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-266- 17.79% |
$59.9K - $70K
|
1.23K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-266- 23.81% |
$59.9K - $70K
|
851
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-272- 0.87% |
$61.2K - $71.6K
|
30.9K
$10.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-277- 12.37% |
$62.4K - $72.9K
|
1.96K
$649K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-282- 3.02% |
$63.5K - $74.2K
|
9.06K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-285- 1.55% |
$64.2K - $75K
|
18.2K
$6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-286- 1.63% |
$64.4K - $75.3K
|
17.3K
$5.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-293- 4.01% |
$66K - $77.1K
|
7.02K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-296- 1.14% |
$66.6K - $77.9K
|
25.7K
$8.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-304- 9.54% |
$68.4K - $80K
|
2.88K
$953K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-305- 21.77% |
$68.7K - $80.3K
|
1.1K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-307- 0.34% |
$69.1K - $80.8K
|
91.3K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-325- 3.67% |
$73.2K - $85.5K
|
8.53K
$2.82M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-326- 7.98% |
$73.4K - $85.8K
|
3.76K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-336- 8.92% |
$75.7K - $88.4K
|
3.43K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-341- 23.37% |
$76.8K - $89.7K
|
1.12K
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-351- 12.05% |
$79K - $92.4K
|
2.56K
$847K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-352- 18.21% |
$79.3K - $92.6K
|
1.58K
$523K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-363- 5.48% |
$81.7K - $95.5K
|
6.26K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-365- 9.19% |
$82.2K - $96.1K
|
3.61K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-368- 9.72% |
$82.9K - $96.8K
|
3.42K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-369- 0.34% |
$83.1K - $97.1K
|
109K
$36.1M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-370- 5.75% |
$83.3K - $97.4K
|
6.06K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-371- 2.85% |
$83.5K - $97.6K
|
12.6K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-383- 0.66% |
$86.2K - $101K
|
57.3K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-406- 5.7% |
$91.4K - $107K
|
6.72K
$2.22M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-419- 20.57% |
$94.3K - $110K
|
1.62K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-441- 1.07% |
$99.3K - $116K
|
40.9K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-447- 1.7% |
$101K - $118K
|
25.8K
$8.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-447- 26.58% |
$101K - $118K
|
1.24K
$408K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-450- 6.84% |
$101K - $118K
|
6.13K
$2.03M
|