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 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
15+ 0.67% |
$3.86K - $4.32K
|
2.24K
$751K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.59% |
$3.6K - $4.03K
|
2.37K
$796K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
14+ 0.16% |
$3.6K - $4.03K
|
8.83K
$2.96M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13New |
$3.35K - $3.75K
|
13
$4.37K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.35% |
$3.35K - $3.75K
|
3.73K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13+ 1.16% |
$3.35K - $3.75K
|
1.13K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.41% |
$3.35K - $3.75K
|
3.2K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
12+ 0.21% |
$3.09K - $3.46K
|
5.73K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 1.36% |
$3.09K - $3.46K
|
896
$301K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.06% |
$3.09K - $3.46K
|
19.8K
$6.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$2.83K - $3.17K
|
11
$3.69K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
11+ 0.24% |
$2.83K - $3.17K
|
4.58K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.31% |
$2.57K - $2.88K
|
3.27K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
10+ 0.41% |
$2.57K - $2.88K
|
2.43K
$815K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
10+ 1.18% |
$2.57K - $2.88K
|
854
$287K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$2.32K - $2.59K
|
3.13K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8+ 0.22% |
$2.06K - $2.3K
|
3.68K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.3% |
$2.06K - $2.3K
|
2.65K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.31% |
$1.8K - $2.02K
|
2.23K
$750K
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.31% |
$1.8K - $2.02K
|
2.23K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
7+ 0.01% |
$1.8K - $2.02K
|
74.2K
$24.9M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.18% |
$1.8K - $2.02K
|
3.99K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.33% |
$1.54K - $1.73K
|
1.83K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6+ 0.1% |
$1.54K - $1.73K
|
6.29K
$2.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6+ 0.02% |
$1.54K - $1.73K
|
27K
$9.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
6+ 0.11% |
$1.54K - $1.73K
|
5.7K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.18% |
$1.54K - $1.73K
|
3.39K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6+ 0.14% |
$1.54K - $1.73K
|
4.42K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6+ 0.03% |
$1.54K - $1.73K
|
18.2K
$6.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$1.54K - $1.73K
|
4.94K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.3% |
$1.29K - $1.44K
|
1.68K
$563K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.23% |
$1.29K - $1.44K
|
2.17K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
5+ 0.24% |
$1.29K - $1.44K
|
2.07K
$693K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.29K - $1.44K
|
2.45K
$822K
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.18% |
$1.29K - $1.44K
|
2.76K
$926K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
5+ 0.09% |
$1.29K - $1.44K
|
5.61K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.33% |
$1.29K - $1.44K
|
1.52K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.28% |
$1.03K - $1.15K
|
1.44K
$482K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.03K - $1.15K
|
1.82K
$612K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$1.03K - $1.15K
|
4.2K
$1.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.04% |
$1.03K - $1.15K
|
9.81K
$3.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.1% |
$1.03K - $1.15K
|
3.82K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4+ 0.08% |
$1.03K - $1.15K
|
5.21K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.16% |
$772 - $864
|
1.91K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.31% |
$772 - $864
|
961
$323K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.08% |
$772 - $864
|
3.75K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$772 - $864
|
5.26K
$1.77M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$772 - $864
|
1.04K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
3+ 0.15% |
$772 - $864
|
1.97K
$660K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$772 - $864
|
2.11K
$708K
|