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
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
321+ 2.42% |
$72.3K - $84.5K
|
13.6K
$4.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
315+ 3.39% |
$70.9K - $82.9K
|
9.6K
$3.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
304+ 10.92% |
$68.4K - $80K
|
3.09K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300New |
$67.5K - $79K
|
300
$99.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 17.63% |
$66K - $77.1K
|
1.96K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
288+ 0.74% |
$64.8K - $75.8K
|
39.4K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
288+ 3.13% |
$64.8K - $75.8K
|
9.49K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
284New |
$63.9K - $74.7K
|
284
$93.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
281+ 4.2% |
$63.3K - $74K
|
6.98K
$2.31M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
280+ 0.13% |
$63K - $73.7K
|
214K
$70.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
274+ 0.41% |
$61.7K - $72.1K
|
67.1K
$22.2M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
273+ 8.84% |
$61.5K - $71.8K
|
3.36K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
260+ 5.2% |
$58.5K - $68.4K
|
5.26K
$1.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
259+ 1.48% |
$58.3K - $68.2K
|
17.8K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
257+ 22.97% |
$57.9K - $67.6K
|
1.38K
$455K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
256+ 0.56% |
$57.6K - $67.4K
|
46.2K
$15.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
255+ 3.46% |
$57.4K - $67.1K
|
7.63K
$2.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
253+ 9.04% |
$57K - $66.6K
|
3.05K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
251+ 11.4% |
$56.5K - $66.1K
|
2.45K
$811K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
251+ 11.68% |
$56.5K - $66.1K
|
2.4K
$793K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
237+ 31.23% |
$53.4K - $62.4K
|
996
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
234+ 14.43% |
$52.7K - $61.6K
|
1.86K
$613K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
229+ 17.7% |
$51.6K - $60.3K
|
1.52K
$503K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
227+ 2.22% |
$51.1K - $59.7K
|
10.5K
$3.46M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
225+ 0.16% |
$50.7K - $59.2K
|
139K
$45.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
225+ 9.84% |
$50.7K - $59.2K
|
2.51K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
224+ 1.56% |
$50.4K - $59K
|
14.6K
$4.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
223+ 8.23% |
$50.2K - $58.7K
|
2.93K
$969K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
210+ 13.39% |
$47.3K - $55.3K
|
1.78K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
209+ 0.77% |
$47.1K - $55K
|
27.3K
$9.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
208New |
$46.8K - $54.7K
|
208
$68.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
206+ 10.49% |
$46.4K - $54.2K
|
2.17K
$717K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
205+ 0.77% |
$46.2K - $53.9K
|
26.7K
$8.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
197+ 4.71% |
$44.4K - $51.8K
|
4.38K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
197+ 2.93% |
$44.4K - $51.8K
|
6.93K
$2.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
186+ 0.95% |
$41.9K - $48.9K
|
19.7K
$6.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
183+ 4.74% |
$41.2K - $48.2K
|
4.04K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
180New |
$40.5K - $47.4K
|
180
$59.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 31.65% |
$39.4K - $46.1K
|
728
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
167+ 5.98% |
$37.6K - $43.9K
|
2.96K
$978K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
164+ 7.54% |
$36.9K - $43.2K
|
2.34K
$773K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
163+ 4.04% |
$36.7K - $42.9K
|
4.2K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
160+ 2.09% |
$36K - $42.1K
|
7.8K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
160+ 4.42% |
$36K - $42.1K
|
3.78K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
159+ 2.39% |
$35.8K - $41.8K
|
6.8K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
156+ 37.32% |
$35.1K - $41.1K
|
574
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
155+ 1.95% |
$34.9K - $40.8K
|
8.12K
$2.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
152+ 6.67% |
$34.2K - $40K
|
2.43K
$803K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
142+ 0.06% |
$32K - $37.4K
|
232K
$76.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
140+ 3.84% |
$31.5K - $36.8K
|
3.78K
$1.25M
|