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 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
709New |
$183K - $204K
|
709
$238K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
708New |
$182K - $204K
|
708
$238K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
707New |
$182K - $204K
|
707
$237K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
705New |
$182K - $203K
|
705
$237K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
701New |
$180K - $202K
|
701
$235K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
700+ 6.31% |
$180K - $202K
|
11.8K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
700New |
$180K - $202K
|
700
$235K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
700New |
$180K - $202K
|
700
$235K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
697+ 7.24% |
$179K - $201K
|
10.3K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
696New |
$179K - $201K
|
696
$234K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
695+ 21.94% |
$179K - $200K
|
3.86K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
682+ 33.66% |
$176K - $196K
|
2.71K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
680+ 9.19% |
$175K - $196K
|
8.08K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
674+ 13.31% |
$174K - $194K
|
5.74K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
640+ 7.88% |
$165K - $184K
|
8.76K
$2.94M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
625+ 20.47% |
$161K - $180K
|
3.68K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
621+ 0.17% |
$160K - $179K
|
375K
$126M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
609+ 5.96% |
$157K - $175K
|
10.8K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
590+ 17.58% |
$152K - $170K
|
3.95K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
590+ 35.59% |
$152K - $170K
|
2.25K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
576+ 2.25% |
$148K - $166K
|
26.2K
$8.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
556+ 36.27% |
$143K - $160K
|
2.09K
$701K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
534+ 31.17% |
$137K - $154K
|
2.25K
$754K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
533+ 27.57% |
$137K - $154K
|
2.47K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
531+ 44.89% |
$137K - $153K
|
1.71K
$576K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
529New |
$136K - $152K
|
529
$178K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
523+ 60.6% |
$135K - $151K
|
1.39K
$465K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$134K - $150K
|
520
$175K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
500+ 25.64% |
$129K - $144K
|
2.45K
$823K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
498+ 28.85% |
$128K - $143K
|
2.22K
$747K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
477+ 14.19% |
$123K - $137K
|
3.84K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
473+ 14.83% |
$122K - $136K
|
3.66K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
470+ 20.1% |
$121K - $135K
|
2.81K
$943K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
425+ 2.02% |
$109K - $122K
|
21.5K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
417+ 4.39% |
$107K - $120K
|
9.91K
$3.33M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
416+ 1.7% |
$107K - $120K
|
24.9K
$8.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
410New |
$106K - $118K
|
410
$138K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
403+ 3.55% |
$104K - $116K
|
11.7K
$3.94M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
403+ 29.7% |
$104K - $116K
|
1.76K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
395+ 0.71% |
$102K - $114K
|
56.2K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
370+ 1.38% |
$95.3K - $107K
|
27.2K
$9.12M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
368New |
$94.7K - $106K
|
368
$124K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
363New |
$93.5K - $105K
|
363
$122K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
359+ 7.31% |
$92.4K - $103K
|
5.27K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
359+ 7.48% |
$92.4K - $103K
|
5.16K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 14.59% |
$92.2K - $103K
|
2.81K
$944K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
353+ 3.77% |
$90.9K - $102K
|
9.71K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
350New |
$90.1K - $101K
|
350
$118K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
332New |
$85.5K - $95.6K
|
332
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
329+ 0.07% |
$84.7K - $94.8K
|
458K
$154M
|