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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 1.91% |
$8.78K - $9.75K
|
1.66K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.21% |
$8.22K - $9.12K
|
13.6K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
28+ 0.32% |
$7.93K - $8.8K
|
8.65K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27+ 0.55% |
$7.65K - $8.49K
|
4.91K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
26+ 0.27% |
$7.37K - $8.17K
|
9.8K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
23+ 0.03% |
$6.52K - $7.23K
|
67.8K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 1.01% |
$6.52K - $7.23K
|
2.31K
$774K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
23+ 0.3% |
$6.52K - $7.23K
|
7.57K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
20+ 2.43% |
$5.67K - $6.29K
|
842
$282K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 70.37% |
$5.38K - $5.97K
|
46
$15.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
19+ 0.34% |
$5.38K - $5.97K
|
5.61K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
19+ 0.39% |
$5.38K - $5.97K
|
4.88K
$1.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19+ 0.11% |
$5.38K - $5.97K
|
17.2K
$5.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
18+ 0.24% |
$5.1K - $5.66K
|
7.54K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17+ 14.29% |
$4.82K - $5.34K
|
136
$45.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17+ 0.6% |
$4.82K - $5.34K
|
2.84K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
16+ 0.53% |
$4.53K - $5.03K
|
3.06K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14+ 0.35% |
$3.97K - $4.4K
|
4.05K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.07% |
$3.97K - $4.4K
|
19.8K
$6.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.34% |
$3.68K - $4.09K
|
3.84K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 1.33% |
$3.68K - $4.09K
|
991
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12+ 0.34% |
$3.4K - $3.77K
|
3.58K
$1.2M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11+ 0.35% |
$3.12K - $3.46K
|
3.2K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.35% |
$3.12K - $3.46K
|
3.14K
$1.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.12K - $3.46K
|
3.46K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
11+ 0.19% |
$3.12K - $3.46K
|
5.71K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.34% |
$3.12K - $3.46K
|
3.29K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 0.15% |
$3.12K - $3.46K
|
7.4K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.06% |
$3.12K - $3.46K
|
17.4K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10+ 0.12% |
$2.83K - $3.14K
|
8.04K
$2.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.17% |
$2.83K - $3.14K
|
5.8K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.18% |
$2.83K - $3.14K
|
5.69K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
10+ 0.22% |
$2.83K - $3.14K
|
4.62K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10+ 0.07% |
$2.83K - $3.14K
|
13.7K
$4.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10+ 0.16% |
$2.83K - $3.14K
|
6.38K
$2.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.31% |
$2.83K - $3.14K
|
3.19K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.1% |
$2.55K - $2.83K
|
8.95K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.24% |
$2.55K - $2.83K
|
3.69K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 1.0% |
$2.55K - $2.83K
|
910
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
9+ 0.11% |
$2.55K - $2.83K
|
8.06K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.34% |
$2.55K - $2.83K
|
2.66K
$892K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
8+ 0.16% |
$2.27K - $2.52K
|
5.16K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.36% |
$2.27K - $2.52K
|
2.24K
$752K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.31% |
$1.98K - $2.2K
|
2.28K
$765K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.98K - $2.2K
|
4.43K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$1.98K - $2.2K
|
4.96K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.31% |
$1.98K - $2.2K
|
2.25K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$1.98K - $2.2K
|
5.44K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6+ 0.25% |
$1.7K - $1.89K
|
2.44K
$817K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.11% |
$1.7K - $1.89K
|
5.49K
$1.84M
|