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 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
21.1KNew |
$4.75M - $5.55M
|
21.1K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
19.4K+ 743.2% |
$4.38M - $5.12M
|
22.1K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
18.9K+ 45.99% |
$4.26M - $4.97M
|
60K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
17KNew |
$3.84M - $4.49M
|
17K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.9K+ 62.14% |
$3.8M - $4.44M
|
44K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
16.8KNew |
$3.77M - $4.41M
|
16.8K
$5.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
16.6KNew |
$3.74M - $4.37M
|
16.6K
$5.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
16.2K+ 1336.05% |
$3.66M - $4.27M
|
17.4K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
15.4KNew |
$3.48M - $4.06M
|
15.4K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
15.4K+ 21.29% |
$3.47M - $4.05M
|
87.7K
$29M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
15.3KNew |
$3.45M - $4.03M
|
15.3K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
14.7K+ 531.36% |
$3.32M - $3.88M
|
17.5K
$5.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
14.4KNew |
$3.24M - $3.78M
|
14.4K
$4.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 78.36% |
$2.97M - $3.47M
|
30K
$9.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13K+ 27.9% |
$2.93M - $3.43M
|
59.7K
$19.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12.7K+ 6.63% |
$2.85M - $3.33M
|
204K
$67.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 0.96% |
$2.78M - $3.25M
|
1.3M
$429M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 18.31% |
$2.74M - $3.21M
|
78.8K
$26M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
11.4K+ 754.97% |
$2.57M - $3M
|
12.9K
$4.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 51.17% |
$2.51M - $2.93M
|
32.9K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.8K+ 158.82% |
$2.43M - $2.84M
|
17.6K
$5.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.5KNew |
$2.37M - $2.77M
|
10.5K
$3.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$2.37M - $2.77M
|
10.5K
$3.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.5K+ 41.83% |
$2.36M - $2.76M
|
35.6K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3KNew |
$2.32M - $2.71M
|
10.3K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$2.3M - $2.69M
|
10.2K
$3.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10.2KNew |
$2.29M - $2.67M
|
10.2K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.9K+ 24.02% |
$2.23M - $2.61M
|
51.1K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.68K+ 11.39% |
$2.18M - $2.55M
|
94.6K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
9.56K+ 247.03% |
$2.15M - $2.52M
|
13.4K
$4.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.24K+ 296.12% |
$2.08M - $2.43M
|
12.4K
$4.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 29.87% |
$1.99M - $2.32M
|
38.4K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.44K+ 6.63% |
$1.9M - $2.22M
|
136K
$44.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.3KNew |
$1.87M - $2.18M
|
8.3K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.7KNew |
$1.73M - $2.03M
|
7.7K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.43K+ 4.05% |
$1.67M - $1.96M
|
191K
$63.1M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
7.42K+ 12.57% |
$1.67M - $1.95M
|
66.4K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.42KNew |
$1.67M - $1.95M
|
7.42K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.4K+ 16.28% |
$1.67M - $1.95M
|
52.8K
$17.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.32K+ 94.85% |
$1.65M - $1.93M
|
15K
$4.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.23KNew |
$1.63M - $1.9M
|
7.23K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.05K+ 63.4% |
$1.59M - $1.86M
|
18.2K
$6M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.9KNew |
$1.55M - $1.82M
|
6.9K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.79K+ 5.82% |
$1.53M - $1.79M
|
123K
$40.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6.66K+ 3.71% |
$1.5M - $1.75M
|
186K
$61.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.64K+ 32.25% |
$1.49M - $1.75M
|
27.2K
$8.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.53K+ 162.11% |
$1.47M - $1.72M
|
10.6K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.48KNew |
$1.46M - $1.71M
|
6.48K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.37KNew |
$1.43M - $1.68M
|
6.37K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.32K+ 584.27% |
$1.42M - $1.66M
|
7.4K
$2.44M
|