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
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
97+ 1.26% |
$25K - $27.9K
|
7.81K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$24.7K - $27.7K
|
96
$32.2K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
89+ 2.52% |
$22.9K - $25.6K
|
3.63K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
87+ 1.88% |
$22.4K - $25.1K
|
4.72K
$1.58M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
85+ 50.9% |
$21.9K - $24.5K
|
252
$84.6K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
84New |
$21.6K - $24.2K
|
84
$28.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
81+ 0.51% |
$20.9K - $23.3K
|
15.9K
$5.35M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
81+ 1.17% |
$20.9K - $23.3K
|
6.98K
$2.34M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
79+ 0.2% |
$20.3K - $22.8K
|
39.5K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
79+ 0.29% |
$20.3K - $22.8K
|
27.4K
$9.21M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
76New |
$19.6K - $21.9K
|
76
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
76+ 12.73% |
$19.6K - $21.9K
|
673
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
73+ 2.46% |
$18.8K - $21K
|
3.04K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
72+ 0.1% |
$18.5K - $20.7K
|
75.8K
$25.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
64+ 3.36% |
$16.5K - $18.4K
|
1.97K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
60+ 4.4% |
$15.4K - $17.3K
|
1.42K
$478K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
60+ 2.14% |
$15.4K - $17.3K
|
2.86K
$960K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59New |
$15.2K - $17K
|
59
$19.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.36% |
$13.9K - $15.6K
|
15.1K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50New |
$12.9K - $14.4K
|
50
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
48+ 0.11% |
$12.4K - $13.8K
|
44.7K
$15M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
47+ 2.86% |
$12.1K - $13.5K
|
1.69K
$567K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
45+ 5.6% |
$11.6K - $13K
|
848
$285K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
39+ 0.13% |
$10K - $11.2K
|
29.8K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
37+ 0.52% |
$9.53K - $10.7K
|
7.09K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
36+ 1.8% |
$9.27K - $10.4K
|
2.04K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
35+ 0.88% |
$9.01K - $10.1K
|
3.99K
$1.34M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
33+ 0.22% |
$8.5K - $9.51K
|
15.4K
$5.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
33+ 2.53% |
$8.5K - $9.51K
|
1.34K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33+ 1.15% |
$8.5K - $9.51K
|
2.9K
$975K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
32+ 0.3% |
$8.24K - $9.22K
|
10.7K
$3.58M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.27% |
$7.98K - $8.93K
|
11.3K
$3.8M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$7.72K - $8.64K
|
30
$10.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
30+ 28.57% |
$7.72K - $8.64K
|
135
$45.3K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
28+ 0.64% |
$7.21K - $8.07K
|
4.38K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
27+ 0.86% |
$6.95K - $7.78K
|
3.15K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27+ 0.22% |
$6.95K - $7.78K
|
12.4K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27New |
$6.95K - $7.78K
|
27
$9.07K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.19% |
$6.69K - $7.49K
|
13.6K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25+ 0.02% |
$6.44K - $7.2K
|
151K
$50.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25+ 0.29% |
$6.44K - $7.2K
|
8.6K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
25+ 1.94% |
$6.44K - $7.2K
|
1.32K
$442K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
24+ 0.21% |
$6.18K - $6.91K
|
11.4K
$3.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
21+ 0.2% |
$5.41K - $6.05K
|
10.4K
$3.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
20+ 0.7% |
$5.15K - $5.76K
|
2.87K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19+ 0.12% |
$4.89K - $5.47K
|
15.4K
$5.17M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
18+ 0.34% |
$4.63K - $5.19K
|
5.28K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.4% |
$4.38K - $4.9K
|
4.28K
$1.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17+ 65.38% |
$4.38K - $4.9K
|
43
$14.4K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.21% |
$4.12K - $4.61K
|
7.51K
$2.52M
|