Purchases and Sales Made in Q3 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
5.32K+ 3.78% |
$1.51M - $1.67M
|
146K
$46.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 21.78% |
$1.5M - $1.67M
|
29.7K
$9.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.06K+ 575.23% |
$1.43M - $1.59M
|
5.94K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4.97K+ 4.77% |
$1.41M - $1.56M
|
109K
$34.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.88KNew |
$1.38M - $1.53M
|
4.88K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.58KNew |
$1.3M - $1.44M
|
4.58K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4.55K+ 1.2% |
$1.29M - $1.43M
|
384K
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.47K+ 22.0% |
$1.26M - $1.4M
|
24.8K
$7.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.41K+ 0.39% |
$1.25M - $1.39M
|
1.15M
$367M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$1.24M - $1.38M
|
4.38K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.36K+ 11.9% |
$1.24M - $1.37M
|
41K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.3KNew |
$1.22M - $1.35M
|
4.3K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.23K+ 11.33% |
$1.2M - $1.33M
|
41.6K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.19M - $1.32M
|
4.21K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.01K+ 1.43% |
$1.13M - $1.26M
|
284K
$90.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.91K+ 41.78% |
$1.11M - $1.23M
|
13.3K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.81K+ 6.54% |
$1.08M - $1.2M
|
62.1K
$19.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.77K+ 45.97% |
$1.07M - $1.18M
|
12K
$3.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 7.61% |
$1.06M - $1.18M
|
53K
$16.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.61K+ 5.11% |
$1.02M - $1.13M
|
74.2K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.61KNew |
$1.02M - $1.13M
|
3.61K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.59K+ 2.17% |
$1.02M - $1.13M
|
169K
$54.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.27K+ 2.61% |
$927K - $1.03M
|
129K
$41.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.23K+ 84.31% |
$916K - $1.02M
|
7.07K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.2KNew |
$906K - $1.01M
|
3.2K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 9.63% |
$881K - $978K
|
35.4K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 81.06% |
$855K - $949K
|
6.74K
$2.15M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.97K+ 11.63% |
$841K - $933K
|
28.5K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.92K+ 5.3% |
$827K - $917K
|
58K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.88K+ 231.33% |
$816K - $905K
|
4.13K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.84K+ 16.02% |
$803K - $892K
|
20.5K
$6.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 4.4% |
$785K - $871K
|
65.7K
$21M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.76KNew |
$780K - $866K
|
2.76K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.75K+ 3.17% |
$780K - $865K
|
89.5K
$28.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.63K+ 1.96% |
$746K - $828K
|
137K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
2.51K+ 5.04% |
$712K - $790K
|
52.4K
$16.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.48KNew |
$703K - $780K
|
2.48K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.47K+ 27.82% |
$699K - $776K
|
11.3K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.44K+ 182.75% |
$690K - $766K
|
3.77K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.33KNew |
$659K - $731K
|
2.33K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.2K+ 0.85% |
$624K - $693K
|
262K
$83.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.2KNew |
$622K - $690K
|
2.2K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.19K+ 1.93% |
$621K - $689K
|
116K
$36.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19K+ 272.91% |
$619K - $687K
|
2.99K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 1.06% |
$616K - $683K
|
207K
$66.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 4.42% |
$614K - $681K
|
51.2K
$16.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.12KNew |
$599K - $665K
|
2.12K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.11KNew |
$597K - $663K
|
2.11K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 5.77% |
$597K - $663K
|
38.7K
$12.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.07KNew |
$587K - $652K
|
2.07K
$662K
|