Purchases and Sales Made in Q1 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-45- 4.02% |
$11.6K - $13K
|
1.08K
$361K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-46- 0.17% |
$11.8K - $13.3K
|
26.4K
$8.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-50- 1.85% |
$12.9K - $14.4K
|
2.65K
$890K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-52Closed |
$13.4K - $15K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-53- 58.89% |
$13.6K - $15.3K
|
37
$12.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-53- 0.4% |
$13.6K - $15.3K
|
13.1K
$4.4M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-55- 0.58% |
$14.2K - $15.8K
|
9.47K
$3.18M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-55- 2.44% |
$14.2K - $15.8K
|
2.2K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-58- 0.39% |
$14.9K - $16.7K
|
14.8K
$4.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-58- 0.57% |
$14.9K - $16.7K
|
10.1K
$3.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-58- 0.55% |
$14.9K - $16.7K
|
10.6K
$3.55M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-59- 0.34% |
$15.2K - $17K
|
17.3K
$5.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-60- 3.37% |
$15.4K - $17.3K
|
1.72K
$577K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 5.62% |
$15.4K - $17.3K
|
1.01K
$338K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-61- 3.77% |
$15.7K - $17.6K
|
1.56K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-62- 0.82% |
$16K - $17.9K
|
7.49K
$2.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-63- 0.81% |
$16.2K - $18.2K
|
7.74K
$2.6M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-64- 3.41% |
$16.5K - $18.4K
|
1.81K
$608K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 7.42% |
$16.5K - $18.4K
|
798
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-65- 2.0% |
$16.7K - $18.7K
|
3.18K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-66- 3.07% |
$17K - $19K
|
2.09K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-66- 2.45% |
$17K - $19K
|
2.63K
$883K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-69- 4.2% |
$17.8K - $19.9K
|
1.57K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-71- 1.76% |
$18.3K - $20.5K
|
3.96K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-72- 0.33% |
$18.5K - $20.7K
|
21.5K
$7.23M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-73- 1.16% |
$18.8K - $21K
|
6.23K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-75- 0.47% |
$19.3K - $21.6K
|
15.9K
$5.34M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 13.3% |
$19.3K - $21.6K
|
489
$164K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-78- 1.49% |
$20.1K - $22.5K
|
5.16K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-79- 0.87% |
$20.3K - $22.8K
|
9.01K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-81Closed |
$20.9K - $23.3K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-82- 12.02% |
$21.1K - $23.6K
|
600
$201K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-85- 1.25% |
$21.9K - $24.5K
|
6.7K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-85- 1.53% |
$21.9K - $24.5K
|
5.48K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-87- 0.1% |
$22.4K - $25.1K
|
87.6K
$29.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-88- 2.34% |
$22.7K - $25.4K
|
3.67K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-88- 6.87% |
$22.7K - $25.4K
|
1.19K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-97- 18.65% |
$25K - $27.9K
|
423
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 35.21% |
$25.7K - $28.8K
|
184
$61.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-100- 2.01% |
$25.7K - $28.8K
|
4.87K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 6.83% |
$25.7K - $28.8K
|
1.36K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-102- 0.18% |
$26.3K - $29.4K
|
56.7K
$19M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-102- 10.26% |
$26.3K - $29.4K
|
892
$300K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-105- 2.57% |
$27K - $30.3K
|
3.98K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-106- 12.31% |
$27.3K - $30.5K
|
755
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-107- 3.58% |
$27.5K - $30.8K
|
2.88K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-107- 13.88% |
$27.5K - $30.8K
|
664
$223K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-112- 7.96% |
$28.8K - $32.3K
|
1.3K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-113- 1.1% |
$29.1K - $32.6K
|
10.2K
$3.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-114- 1.91% |
$29.4K - $32.8K
|
5.85K
$1.96M
|