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 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-116- 0.08% |
$29.9K - $33.4K
|
139K
$46.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-117- 0.29% |
$30.1K - $33.7K
|
40.9K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-119- 1.98% |
$30.6K - $34.3K
|
5.9K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-120- 1.79% |
$30.9K - $34.6K
|
6.6K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-121- 0.79% |
$31.2K - $34.9K
|
15.2K
$5.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-122- 1.69% |
$31.4K - $35.1K
|
7.08K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-126- 2.06% |
$32.4K - $36.3K
|
5.98K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-127- 1.82% |
$32.7K - $36.6K
|
6.84K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-129- 6.26% |
$33.2K - $37.2K
|
1.93K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-129- 7.56% |
$33.2K - $37.2K
|
1.58K
$530K
|
|
|
Apr 04, 2024
Q1 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-130- 6.12% |
$33.5K - $37.5K
|
2K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-130- 3.8% |
$33.5K - $37.5K
|
3.29K
$1.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-134- 19.06% |
$34.5K - $38.6K
|
569
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-134- 1.32% |
$34.5K - $38.6K
|
10K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-136- 2.24% |
$35K - $39.2K
|
5.93K
$1.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-139- 14.39% |
$35.8K - $40K
|
827
$278K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-139- 0.1% |
$35.8K - $40K
|
143K
$47.9M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-143- 4.4% |
$36.8K - $41.2K
|
3.11K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-143- 1.36% |
$36.8K - $41.2K
|
10.4K
$3.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-143- 0.1% |
$36.8K - $41.2K
|
146K
$48.9M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-145- 2.19% |
$37.3K - $41.8K
|
6.49K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-146- 3.22% |
$37.6K - $42.1K
|
4.39K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-148- 0.56% |
$38.1K - $42.6K
|
26.3K
$8.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-149- 4.37% |
$38.4K - $42.9K
|
3.26K
$1.1M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-151- 3.22% |
$38.9K - $43.5K
|
4.54K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-153- 0.17% |
$39.4K - $44.1K
|
90.7K
$30.5M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-154- 7.19% |
$39.6K - $44.4K
|
1.99K
$668K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-156- 9.49% |
$40.2K - $44.9K
|
1.49K
$500K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-157- 1.13% |
$40.4K - $45.2K
|
13.8K
$4.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-165- 3.75% |
$42.5K - $47.5K
|
4.24K
$1.42M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-168- 6.54% |
$43.3K - $48.4K
|
2.4K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-168- 0.81% |
$43.3K - $48.4K
|
20.6K
$6.9M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-169- 2.76% |
$43.5K - $48.7K
|
5.96K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-169- 4.03% |
$43.5K - $48.7K
|
4.02K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-169- 4.8% |
$43.5K - $48.7K
|
3.35K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-170- 3.9% |
$43.8K - $49K
|
4.19K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-175- 0.35% |
$45.1K - $50.4K
|
50.5K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-175- 4.54% |
$45.1K - $50.4K
|
3.68K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-175- 2.05% |
$45.1K - $50.4K
|
8.35K
$2.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-176- 2.31% |
$45.3K - $50.7K
|
7.45K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-180- 16.14% |
$46.3K - $51.9K
|
935
$314K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-183- 0.47% |
$47.1K - $52.7K
|
38.4K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-190- 4.52% |
$48.9K - $54.7K
|
4.01K
$1.35M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-190- 4.52% |
$48.9K - $54.7K
|
4.01K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-194- 6.28% |
$49.9K - $55.9K
|
2.89K
$972K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-195- 1.0% |
$50.2K - $56.2K
|
19.2K
$6.46M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-196- 13.63% |
$50.5K - $56.5K
|
1.24K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-196- 1.06% |
$50.5K - $56.5K
|
18.3K
$6.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-197- 5.56% |
$50.7K - $56.8K
|
3.35K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-197- 1.21% |
$50.7K - $56.8K
|
16.1K
$5.4M
|