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
|
Betterment LLC
New York, NY |
BUY
|
- |
311+ 18.61% |
$80.1K - $89.6K
|
1.98K
$665K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
300+ 1.17% |
$77.2K - $86.4K
|
26K
$8.74M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
298+ 2.54% |
$76.7K - $85.9K
|
12K
$4.04M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
278+ 0.47% |
$71.6K - $80.1K
|
60K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
269+ 0.68% |
$69.3K - $77.5K
|
39.9K
$13.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
264+ 0.24% |
$68K - $76.1K
|
112K
$37.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
263+ 3.08% |
$67.7K - $75.8K
|
8.81K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
260+ 8.07% |
$66.9K - $74.9K
|
3.48K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250New |
$64.4K - $72K
|
250
$83.9K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
241New |
$62K - $69.4K
|
241
$80.9K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
236+ 14.71% |
$60.8K - $68K
|
1.84K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
235+ 23.88% |
$60.5K - $67.7K
|
1.22K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
229+ 6.59% |
$59K - $66K
|
3.7K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 21.68% |
$57.7K - $64.5K
|
1.26K
$422K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
221+ 5.53% |
$56.9K - $63.7K
|
4.22K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
210+ 5.59% |
$54.1K - $60.5K
|
3.97K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
210New |
$54.1K - $60.5K
|
210
$70.5K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
209New |
$53.8K - $60.2K
|
209
$70.2K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200+ 181.82% |
$51.5K - $57.6K
|
310
$104K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
199+ 2.89% |
$51.2K - $57.3K
|
7.07K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
197+ 5.91% |
$50.7K - $56.8K
|
3.53K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
189+ 5.0% |
$48.7K - $54.5K
|
3.97K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
189+ 22.77% |
$48.7K - $54.5K
|
1.02K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
188+ 12.38% |
$48.4K - $54.2K
|
1.71K
$573K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
185+ 6.83% |
$47.6K - $53.3K
|
2.89K
$971K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
180+ 1.0% |
$46.3K - $51.9K
|
18.2K
$6.1M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
177+ 4.68% |
$45.6K - $51K
|
3.96K
$1.33M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
177+ 4.53% |
$45.6K - $51K
|
4.08K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
177+ 4.12% |
$45.6K - $51K
|
4.47K
$1.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
174New |
$44.8K - $50.1K
|
174
$58.4K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
174+ 2.19% |
$44.8K - $50.1K
|
8.11K
$2.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
173+ 2.08% |
$44.5K - $49.8K
|
8.47K
$2.85M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
165+ 0.62% |
$42.5K - $47.5K
|
26.9K
$9.03M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
157+ 1.25% |
$40.4K - $45.2K
|
12.7K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
143New |
$36.8K - $41.2K
|
143
$48K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
142+ 13.75% |
$36.6K - $40.9K
|
1.18K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
140+ 2.18% |
$36K - $40.3K
|
6.57K
$2.21M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
128+ 7.75% |
$33K - $36.9K
|
1.78K
$598K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
128+ 0.71% |
$33K - $36.9K
|
18.3K
$6.14M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
125+ 100.0% |
$32.2K - $36K
|
250
$83.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
123+ 164.0% |
$31.7K - $35.4K
|
198
$66.5K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
122+ 0.69% |
$31.4K - $35.1K
|
17.8K
$5.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
118+ 1.23% |
$30.4K - $34K
|
9.72K
$3.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
117+ 12.66% |
$30.1K - $33.7K
|
1.04K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
111+ 0.17% |
$28.6K - $32K
|
67.4K
$22.6M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
107+ 1.11% |
$27.5K - $30.8K
|
9.71K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
107+ 0.25% |
$27.5K - $30.8K
|
42.1K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
104+ 2.69% |
$26.8K - $30K
|
3.97K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
103+ 0.95% |
$26.5K - $29.7K
|
10.9K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
102+ 1.19% |
$26.3K - $29.4K
|
8.65K
$2.9M
|