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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.07K+ 56.09% |
$2.08M - $2.32M
|
22.4K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.63K+ 151.39% |
$1.96M - $2.2M
|
12.7K
$4.25M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.41K+ 15.89% |
$1.91M - $2.13M
|
54K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
6.99K+ 10.55% |
$1.8M - $2.01M
|
73.3K
$24.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.87K+ 8.81% |
$1.77M - $1.98M
|
84.9K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.6K+ 15.89% |
$1.7M - $1.9M
|
48.1K
$16.2M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.55K+ 754.72% |
$1.69M - $1.89M
|
7.42K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.4K+ 17.4% |
$1.65M - $1.84M
|
43.2K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
6.39KNew |
$1.65M - $1.84M
|
6.39K
$2.15M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.9K+ 20.09% |
$1.52M - $1.7M
|
35.2K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 3.08% |
$1.48M - $1.65M
|
192K
$64.5M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.72K+ 77.07% |
$1.47M - $1.65M
|
13.1K
$4.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
5.71K+ 0.99% |
$1.47M - $1.65M
|
583K
$196M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.7K+ 3.23% |
$1.47M - $1.64M
|
182K
$61.1M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.69KNew |
$1.46M - $1.64M
|
5.69K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 2.91% |
$1.43M - $1.6M
|
196K
$65.9M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.5K+ 9.77% |
$1.42M - $1.58M
|
61.8K
$20.7M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.4KNew |
$1.39M - $1.55M
|
5.4K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.85K+ 9.75% |
$1.25M - $1.4M
|
54.6K
$18.3M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
4.85KNew |
$1.25M - $1.4M
|
4.85K
$1.63M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.76KNew |
$1.23M - $1.37M
|
4.76K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.68K+ 15.1% |
$1.2M - $1.35M
|
35.7K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.65K+ 1728.25% |
$1.2M - $1.34M
|
4.92K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.6KNew |
$1.18M - $1.32M
|
4.6K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.55K+ 5.54% |
$1.17M - $1.31M
|
86.6K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
4.29K+ 245.74% |
$1.11M - $1.24M
|
6.04K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.96K+ 24.5% |
$1.02M - $1.14M
|
20.1K
$6.75M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.95K+ 14.51% |
$1.02M - $1.14M
|
31.2K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.94K+ 82.39% |
$1.01M - $1.13M
|
8.71K
$2.93M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.57KNew |
$919K - $1.03M
|
3.57K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.55KNew |
$915K - $1.02M
|
3.55K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.49K+ 3.01% |
$899K - $1.01M
|
119K
$40.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.48K+ 2.79% |
$896K - $1M
|
128K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.47K+ 3.56% |
$894K - $1M
|
101K
$33.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.4KNew |
$876K - $981K
|
3.4K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.31KNew |
$853K - $954K
|
3.31K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.31KNew |
$851K - $952K
|
3.31K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.23K+ 18.05% |
$832K - $931K
|
21.1K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.12KNew |
$804K - $899K
|
3.12K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 3.17% |
$783K - $876K
|
99K
$33.3M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.03K+ 1.44% |
$781K - $874K
|
214K
$71.7M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.02K+ 2.97% |
$778K - $871K
|
105K
$35.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.97KNew |
$763K - $854K
|
2.97K
$996K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.89K+ 1.31% |
$743K - $832K
|
224K
$75.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.72K+ 30.33% |
$701K - $784K
|
11.7K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.64KNew |
$681K - $762K
|
2.64K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.34K+ 266.97% |
$601K - $673K
|
3.21K
$1.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.31K+ 4.78% |
$595K - $666K
|
50.6K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.31K+ 14.8% |
$594K - $665K
|
17.9K
$6.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.23K+ 23.04% |
$574K - $642K
|
11.9K
$4M
|