Purchases and Sales Made in Q4 2023 in Ishares Tr Russell 1000 ETF (IWB)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 1.08% |
$22.5K - $26.3K
|
9.12K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-100- 4.35% |
$22.5K - $26.3K
|
2.2K
$739K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-101- 0.07% |
$22.7K - $26.6K
|
146K
$49M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-102- 42.15% |
$23K - $26.8K
|
140
$47K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-103- 13.61% |
$23.2K - $27.1K
|
654
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-106- 1.7% |
$23.9K - $27.9K
|
6.12K
$2.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-109- 3.6% |
$24.5K - $28.7K
|
2.92K
$980K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-110- 5.28% |
$24.8K - $28.9K
|
1.97K
$662K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-112- 0.62% |
$25.2K - $29.5K
|
17.9K
$6.01M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-112- 0.62% |
$25.2K - $29.5K
|
17.9K
$6.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-113- 42.01% |
$25.4K - $29.7K
|
156
$52.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-115- 3.02% |
$25.9K - $30.3K
|
3.7K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-116- 0.68% |
$26.1K - $30.5K
|
16.9K
$5.68M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-116- 6.59% |
$26.1K - $30.5K
|
1.64K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-119- 1.72% |
$26.8K - $31.3K
|
6.79K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-119- 2.11% |
$26.8K - $31.3K
|
5.51K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-120- 12.46% |
$27K - $31.6K
|
843
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-125- 13.59% |
$28.1K - $32.9K
|
795
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-129- 0.3% |
$29K - $33.9K
|
42.6K
$14.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-129- 10.63% |
$29K - $33.9K
|
1.08K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-132- 5.78% |
$29.7K - $34.7K
|
2.15K
$723K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-136- 9.36% |
$30.6K - $35.8K
|
1.32K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-137- 4.74% |
$30.8K - $36.1K
|
2.75K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-138- 1.98% |
$31.1K - $36.3K
|
6.84K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-139- 5.94% |
$31.3K - $36.6K
|
2.2K
$739K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-140- 4.83% |
$31.5K - $36.8K
|
2.76K
$925K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-141- 14.07% |
$31.7K - $37.1K
|
861
$289K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-142- 0.56% |
$32K - $37.4K
|
25.3K
$8.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-144- 0.63% |
$32.4K - $37.9K
|
22.9K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-145- 1.66% |
$32.6K - $38.2K
|
8.59K
$2.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-149- 0.24% |
$33.5K - $39.2K
|
60.9K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-150- 4.75% |
$33.8K - $39.5K
|
3.01K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-152- 0.58% |
$34.2K - $40K
|
26.2K
$8.79M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-154- 2.92% |
$34.7K - $40.5K
|
5.11K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-158- 3.91% |
$35.6K - $41.6K
|
3.88K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-160- 2.17% |
$36K - $42.1K
|
7.2K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-160- 0.91% |
$36K - $42.1K
|
17.3K
$5.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-161- 2.12% |
$36.3K - $42.4K
|
7.42K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-162- 3.16% |
$36.5K - $42.6K
|
4.97K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-162- 67.22% |
$36.5K - $42.6K
|
79
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-163- 0.36% |
$36.7K - $42.9K
|
44.8K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-169- 0.41% |
$38.1K - $44.5K
|
41.5K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-170- 8.31% |
$38.3K - $44.7K
|
1.88K
$630K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-174- 16.2% |
$39.2K - $45.8K
|
900
$302K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-175- 3.38% |
$39.4K - $46.1K
|
5.01K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-175- 1.62% |
$39.4K - $46.1K
|
10.6K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-180- 12.19% |
$40.5K - $47.4K
|
1.3K
$435K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-182- 0.71% |
$41K - $47.9K
|
25.3K
$8.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-185- 10.13% |
$41.7K - $48.7K
|
1.64K
$551K
|