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 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
540+ 0.65% |
$153K - $170K
|
83.1K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
522+ 2.9% |
$148K - $164K
|
18.5K
$5.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
521+ 1.21% |
$148K - $164K
|
43.6K
$13.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
500+ 20.83% |
$142K - $157K
|
2.9K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
489+ 3.48% |
$139K - $154K
|
14.5K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
488+ 60.85% |
$138K - $153K
|
1.29K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
433+ 11.21% |
$123K - $136K
|
4.3K
$1.37M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
426+ 2.33% |
$121K - $134K
|
18.7K
$5.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
413New |
$117K - $130K
|
413
$132K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
413+ 9.88% |
$117K - $130K
|
4.59K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
411+ 2.27% |
$116K - $129K
|
18.5K
$5.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
409+ 5.42% |
$116K - $129K
|
7.95K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
409+ 48.46% |
$116K - $129K
|
1.25K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
404+ 4.64% |
$114K - $127K
|
9.12K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
399+ 3.21% |
$113K - $125K
|
12.8K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
389+ 31.47% |
$110K - $122K
|
1.63K
$519K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
385+ 3.37% |
$109K - $121K
|
11.8K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
375+ 45.79% |
$106K - $118K
|
1.19K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
366+ 2.09% |
$104K - $115K
|
17.9K
$5.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
357+ 4.72% |
$101K - $112K
|
7.92K
$2.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
351+ 2.49% |
$99.4K - $110K
|
14.5K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
347+ 91.56% |
$98.3K - $109K
|
726
$232K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
342New |
$96.9K - $108K
|
342
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
341+ 0.45% |
$96.6K - $107K
|
75.6K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
330+ 7.69% |
$93.5K - $104K
|
4.62K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
326+ 44.78% |
$92.3K - $102K
|
1.05K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
317+ 14.51% |
$89.8K - $99.7K
|
2.5K
$799K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
312+ 9.68% |
$88.4K - $98.1K
|
3.53K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
301+ 32.02% |
$85.3K - $94.6K
|
1.24K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
295+ 15.69% |
$83.6K - $92.7K
|
2.18K
$695K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 28.83% |
$82.2K - $91.2K
|
1.3K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
279+ 11.3% |
$79K - $87.7K
|
2.75K
$878K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
278New |
$78.8K - $87.4K
|
278
$88.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
277+ 38.31% |
$78.5K - $87.1K
|
1K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
274+ 28.25% |
$77.6K - $86.1K
|
1.24K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
269+ 21.78% |
$76.2K - $84.6K
|
1.5K
$481K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
263New |
$74.5K - $82.7K
|
263
$84K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
263+ 16.99% |
$74.5K - $82.7K
|
1.81K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
255+ 0.48% |
$72.2K - $80.2K
|
53.9K
$17.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250New |
$70.8K - $78.6K
|
250
$79.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
250+ 6.03% |
$70.8K - $78.6K
|
4.4K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
250+ 28.34% |
$70.8K - $78.6K
|
1.13K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
245+ 0.79% |
$69.4K - $77K
|
31.1K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
242+ 2.17% |
$68.6K - $76.1K
|
11.4K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
231+ 15.68% |
$65.4K - $72.6K
|
1.7K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
224+ 2.46% |
$63.5K - $70.4K
|
9.33K
$2.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
218+ 0.6% |
$61.8K - $68.5K
|
36.4K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
210+ 5.7% |
$59.5K - $66K
|
3.89K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
209+ 28.51% |
$59.2K - $65.7K
|
942
$301K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
203+ 4.97% |
$57.5K - $63.8K
|
4.28K
$1.37M
|