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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.29K+ 0.28% |
$1.42M - $1.65M
|
2.26M
$746M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.14KNew |
$1.38M - $1.61M
|
6.14K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.98K+ 155.85% |
$1.35M - $1.57M
|
9.81K
$3.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.97K+ 663.78% |
$1.35M - $1.57M
|
6.87K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.72KNew |
$1.29M - $1.5M
|
5.72K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.59KNew |
$1.26M - $1.47M
|
5.59K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.5K+ 30.54% |
$1.24M - $1.45M
|
23.5K
$7.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.42KNew |
$1.22M - $1.43M
|
5.42K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.1K+ 108.53% |
$1.15M - $1.34M
|
9.8K
$3.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.02K+ 6117.07% |
$1.13M - $1.32M
|
5.1K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.84KNew |
$1.09M - $1.27M
|
4.84K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.78KNew |
$1.08M - $1.26M
|
4.78K
$1.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
4.75K+ 2.13% |
$1.07M - $1.25M
|
228K
$75.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.68K+ 69.99% |
$1.05M - $1.23M
|
11.4K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.66K+ 6.02% |
$1.05M - $1.23M
|
82K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.58KNew |
$1.03M - $1.21M
|
4.58K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.49K+ 140.99% |
$1.01M - $1.18M
|
7.67K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.36KNew |
$982K - $1.15M
|
4.36K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.22K+ 1.38% |
$950K - $1.11M
|
309K
$102M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.07KNew |
$917K - $1.07M
|
4.07K
$1.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.07K+ 18.16% |
$916K - $1.07M
|
26.5K
$8.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.06KNew |
$913K - $1.07M
|
4.06K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.9K+ 7.89% |
$879K - $1.03M
|
53.3K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.87K+ 12.22% |
$870K - $1.02M
|
35.5K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$868K - $1.01M
|
3.85K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.83K+ 3.04% |
$861K - $1.01M
|
130K
$42.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81K+ 9.0% |
$857K - $1M
|
46.1K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.78KNew |
$851K - $995K
|
3.78K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.77K+ 2.32% |
$848K - $991K
|
166K
$54.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.66K+ 325.76% |
$823K - $962K
|
4.78K
$1.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.56K+ 3.63% |
$802K - $938K
|
102K
$33.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.44KNew |
$774K - $905K
|
3.44K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.43K+ 3.71% |
$773K - $904K
|
96K
$31.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.39K+ 42.04% |
$762K - $891K
|
11.4K
$3.78M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.3K+ 14.12% |
$744K - $870K
|
26.7K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.3K+ 15.53% |
$743K - $868K
|
24.6K
$8.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.27K+ 26.57% |
$737K - $861K
|
15.6K
$5.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.23K+ 38.65% |
$727K - $850K
|
11.6K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.19KNew |
$718K - $839K
|
3.19K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.16K+ 11.34% |
$711K - $831K
|
31K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.08KNew |
$692K - $809K
|
3.08K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.07K+ 5.32% |
$692K - $809K
|
60.8K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.05K+ 153.01% |
$686K - $802K
|
5.04K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3K+ 234.72% |
$674K - $788K
|
4.27K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.8K+ 10.55% |
$630K - $737K
|
29.3K
$9.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.78K+ 20.64% |
$627K - $733K
|
16.3K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.77K+ 135.06% |
$624K - $729K
|
4.82K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.75K+ 1.53% |
$619K - $723K
|
182K
$60.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.72K+ 164.75% |
$611K - $715K
|
4.36K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.7K+ 7.32% |
$608K - $711K
|
39.6K
$13.1M
|