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 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
918+ 12.38% |
$236K - $264K
|
8.34K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
914New |
$235K - $263K
|
914
$307K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
908New |
$234K - $262K
|
908
$305K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
906+ 2.88% |
$233K - $261K
|
32.3K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
842New |
$217K - $243K
|
842
$283K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
840New |
$216K - $242K
|
840
$282K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
834+ 86.51% |
$215K - $240K
|
1.8K
$604K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
830New |
$214K - $239K
|
830
$279K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
828+ 1.57% |
$213K - $239K
|
53.7K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
825+ 95.27% |
$212K - $238K
|
1.69K
$568K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
822+ 45.79% |
$212K - $237K
|
2.62K
$879K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
814+ 30.87% |
$210K - $235K
|
3.45K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
807New |
$208K - $232K
|
807
$271K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
806New |
$208K - $232K
|
806
$271K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
804+ 574.29% |
$207K - $232K
|
944
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
800New |
$206K - $230K
|
800
$269K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
798+ 1.78% |
$205K - $230K
|
45.7K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
793New |
$204K - $228K
|
793
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
792+ 8.94% |
$204K - $228K
|
9.65K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
788+ 83.92% |
$203K - $227K
|
1.73K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
787+ 0.86% |
$203K - $227K
|
92.5K
$31.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
787+ 18.95% |
$203K - $227K
|
4.94K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
779New |
$201K - $224K
|
779
$262K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
773+ 4.79% |
$199K - $223K
|
16.9K
$5.67M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
769New |
$198K - $222K
|
769
$258K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
768New |
$198K - $221K
|
768
$258K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
765New |
$197K - $220K
|
765
$257K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
763+ 0.94% |
$196K - $220K
|
81.8K
$27.5M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
760New |
$196K - $219K
|
760
$255K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
757+ 31.08% |
$195K - $218K
|
3.19K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
754New |
$194K - $217K
|
754
$253K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
754New |
$194K - $217K
|
754
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
754New |
$194K - $217K
|
754
$253K
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
749+ 0.92% |
$193K - $216K
|
82.2K
$27.6M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
734New |
$189K - $211K
|
734
$246K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
731New |
$188K - $211K
|
731
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
730+ 7.3% |
$188K - $210K
|
10.7K
$3.6M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
728New |
$187K - $210K
|
728
$244K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
725New |
$187K - $209K
|
725
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
723New |
$186K - $208K
|
723
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
723New |
$186K - $208K
|
723
$243K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
723New |
$186K - $208K
|
723
$243K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
723New |
$186K - $208K
|
723
$243K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
721New |
$186K - $208K
|
721
$242K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
720+ 1.0% |
$185K - $207K
|
72.8K
$24.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
717New |
$185K - $207K
|
717
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
717New |
$185K - $207K
|
717
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
716+ 65.33% |
$184K - $206K
|
1.81K
$608K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
712New |
$183K - $205K
|
712
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
710New |
$183K - $205K
|
710
$238K
|