Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 2023. 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
Feb 02, 2024 Q4 2023
Tandem Capital Management Corp

BUY
 -
45
+ 1.63%
$10.1K - $11.8K
2.8K $940K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
45
New
$10.1K - $11.8K
45 $15.1K
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
43
+ 1.37%
$9.68K - $11.3K
3.19K $1.07M
Jan 30, 2024 Q4 2023
Mycio Wealth Partners, LLC

BUY
 -
42
+ 0.56%
$9.46K - $11.1K
7.5K $2.52M
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
41
+ 1.93%
$9.23K - $10.8K
2.16K $725K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
41
+ 1.93%
$9.23K - $10.8K
2.16K $725K
Feb 05, 2024 Q4 2023
Firestone Capital Management

BUY
 -
35
+ 0.12%
$7.88K - $9.21K
29.7K $9.98M
Jan 29, 2024 Q4 2023
Ellis Investment Partners, LLC

BUY
 -
35
+ 0.41%
$7.88K - $9.21K
8.54K $2.87M
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
35
+ 0.71%
$7.88K - $9.21K
4.95K $1.66M
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

BUY
 -
30
+ 1.89%
$6.75K - $7.9K
1.62K $544K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
27
New
$6.08K - $7.11K
27 $9.07K
Feb 13, 2024 Q4 2023
Bollard Group LLC

Boston, MA
BUY
 -
26
+ 0.8%
$5.85K - $6.84K
3.26K $1.09M
Feb 13, 2024 Q4 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
25
+ 0.81%
$5.63K - $6.58K
3.12K $1.05M
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
24
+ 0.65%
$5.4K - $6.32K
3.72K $1.25M
Feb 07, 2024 Q4 2023
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
24
+ 0.38%
$5.4K - $6.32K
6.41K $2.15M
Feb 09, 2024 Q4 2023
L.M. Kohn & Company

BUY
 -
22
+ 1.68%
$4.95K - $5.79K
1.33K $448K
Jan 16, 2024 Q4 2023
Oldfather Financial Services, LLC

BUY
 -
22
+ 0.67%
$4.95K - $5.79K
3.3K $1.11M
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
22
New
$4.95K - $5.79K
22 $7.39K
Feb 05, 2024 Q4 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
21
+ 0.8%
$4.73K - $5.53K
2.64K $885K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
21
+ 0.58%
$4.73K - $5.53K
3.67K $1.23M
Jan 11, 2024 Q4 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
21
+ 0.25%
$4.73K - $5.53K
8.34K $2.8M
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
21
New
$4.73K - $5.53K
21 $7.05K
Jan 28, 2025 Q4 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
20
+ 0.54%
$4.5K - $5.26K
3.72K $1.25M
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
20
+ 0.42%
$4.5K - $5.26K
4.78K $1.6M
Oct 28, 2024 Q4 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
18
+ 0.82%
$4.05K - $4.74K
2.22K $747K
Feb 05, 2024 Q4 2023
Auxano Advisors, LLC

BUY
 -
18
+ 0.03%
$4.05K - $4.74K
56.8K $19.1M
Jan 23, 2024 Q4 2023
Sightline Wealth Advisors, LLC

BUY
 -
17
+ 0.35%
$3.83K - $4.47K
4.94K $1.66M
Feb 01, 2024 Q4 2023
Townsend Asset Management Corp

BUY
 -
17
+ 0.27%
$3.83K - $4.47K
6.29K $2.11M
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
16
+ 160.0%
$3.6K - $4.21K
26 $8.73K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
16
+ 0.5%
$3.6K - $4.21K
3.19K $1.07M
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
15
+ 2.73%
$3.38K - $3.95K
564 $189K
Jan 24, 2024 Q4 2023
Spectrum Asset Management, Inc.

BUY
 -
14
+ 0.58%
$3.15K - $3.68K
2.44K $820K
Feb 02, 2024 Q4 2023
Delta Investment Management, LLC

BUY
 -
14
+ 0.77%
$3.15K - $3.68K
1.82K $612K
Feb 02, 2024 Q4 2023
Mc Carthy Asset Management, Inc.

BUY
 -
14
+ 0.32%
$3.15K - $3.68K
4.42K $1.48M
Jan 09, 2024 Q4 2023
Soundmark Wealth Management, LLC

BUY
 -
14
+ 0.36%
$3.15K - $3.68K
3.86K $1.3M
Feb 08, 2024 Q4 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
14
+ 0.84%
$3.15K - $3.68K
1.67K $562K
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
14
+ 0.14%
$3.15K - $3.68K
9.81K $3.29M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
14
+ 0.85%
$3.15K - $3.68K
1.66K $557K
Feb 06, 2024 Q4 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
12
+ 0.55%
$2.7K - $3.16K
2.21K $743K
Feb 06, 2024 Q4 2023
Blue Barn Wealth, LLC

BUY
 -
12
+ 0.18%
$2.7K - $3.16K
6.63K $2.23M
Feb 08, 2024 Q4 2023
Fairhaven Wealth Management, LLC

BUY
 -
12
+ 0.23%
$2.7K - $3.16K
5.18K $1.74M
Jan 24, 2024 Q4 2023
Grimes & Company, Inc.

BUY
 -
12
+ 0.8%
$2.7K - $3.16K
1.51K $507K
Feb 14, 2024 Q4 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
11
+ 0.77%
$2.48K - $2.89K
1.43K $480K
Jan 31, 2024 Q4 2023
Ade, LLC

BUY
 -
11
+ 0.19%
$2.48K - $2.89K
5.69K $1.91M
Jan 26, 2024 Q4 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
11
+ 0.61%
$2.48K - $2.89K
1.82K $610K
Jan 29, 2024 Q4 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
10
+ 0.53%
$2.25K - $2.63K
1.9K $639K
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
9
+ 0.26%
$2.03K - $2.37K
3.47K $1.17M
Feb 13, 2024 Q4 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
8
+ 0.78%
$1.8K - $2.11K
1.03K $347K
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
8
+ 0.78%
$1.8K - $2.11K
1.03K $347K

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