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 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
715+ 0.79% |
$161K - $188K
|
90.9K
$30M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
702New |
$158K - $185K
|
702
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
681+ 4.23% |
$153K - $179K
|
16.8K
$5.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
665+ 60.34% |
$150K - $175K
|
1.77K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Geisinger Health
Danville, PA |
BUY
|
- |
655+ 0.42% |
$147K - $172K
|
155K
$51.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
645+ 12.31% |
$145K - $170K
|
5.88K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
622New |
$140K - $164K
|
622
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
605+ 3.35% |
$136K - $159K
|
18.7K
$6.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
595New |
$134K - $157K
|
595
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
590+ 25.74% |
$133K - $155K
|
2.88K
$953K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
582+ 20.97% |
$131K - $153K
|
3.36K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
582New |
$131K - $153K
|
582
$192K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
572+ 3.55% |
$129K - $151K
|
16.7K
$5.52M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
571+ 1.85% |
$129K - $150K
|
31.4K
$10.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
567+ 0.46% |
$128K - $149K
|
124K
$40.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
553+ 0.61% |
$125K - $146K
|
91.7K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
547+ 63.6% |
$123K - $144K
|
1.41K
$465K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
547+ 15.25% |
$123K - $144K
|
4.14K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
540+ 0.67% |
$122K - $142K
|
81.5K
$26.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
539+ 1.45% |
$121K - $142K
|
37.7K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
539+ 1.45% |
$121K - $142K
|
37.7K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
528+ 56.11% |
$119K - $139K
|
1.47K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
525+ 5.34% |
$118K - $138K
|
10.3K
$3.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
511+ 6.28% |
$115K - $134K
|
8.65K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
497+ 5.44% |
$112K - $131K
|
9.63K
$3.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
479+ 4.91% |
$108K - $126K
|
10.2K
$3.39M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
479New |
$108K - $126K
|
479
$158K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
473New |
$107K - $124K
|
473
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
456+ 15.57% |
$103K - $120K
|
3.38K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
455+ 2.9% |
$102K - $120K
|
16.1K
$5.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
443+ 13.94% |
$99.7K - $117K
|
3.62K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 18.96% |
$98.8K - $116K
|
2.75K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
427+ 8.95% |
$96.1K - $112K
|
5.2K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
425+ 28.7% |
$95.7K - $112K
|
1.91K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
417+ 17.0% |
$93.9K - $110K
|
2.87K
$949K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
415New |
$93.4K - $109K
|
415
$137K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
407+ 12.97% |
$91.6K - $107K
|
3.55K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
404+ 10.9% |
$91K - $106K
|
4.11K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
403+ 10.95% |
$90.7K - $106K
|
4.08K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
392New |
$88.3K - $103K
|
392
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
371+ 12.37% |
$83.5K - $97.6K
|
3.37K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
369+ 5.14% |
$83.1K - $97.1K
|
7.55K
$2.5M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
366+ 40.13% |
$82.4K - $96.3K
|
1.28K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
349+ 2.94% |
$78.6K - $91.8K
|
12.2K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
348New |
$78.4K - $91.6K
|
348
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
345New |
$77.7K - $90.8K
|
345
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
333+ 0.72% |
$75K - $87.6K
|
46.6K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
331+ 27.45% |
$74.5K - $87.1K
|
1.54K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
330New |
$74.3K - $86.8K
|
330
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
327+ 281.9% |
$73.6K - $86.1K
|
443
$146K
|