Purchases and Sales Made in Q2 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$272 - $299
|
28.7K
$8.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$272 - $299
|
18.1K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.46% |
$272 - $299
|
219
$66.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.1% |
$272 - $299
|
978
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$272 - $299
|
1.42K
$434K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$272 - $299
|
1.3K
$396K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$272 - $299
|
1.99K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$272 - $299
|
2.25K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.08% |
$272 - $299
|
1.24K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.06% |
$272 - $299
|
1.65K
$503K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.02% |
$272 - $299
|
5.89K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2- 0.15% |
$544 - $597
|
1.3K
$398K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.21% |
$544 - $597
|
970
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3- 0.01% |
$817 - $896
|
38.3K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3- 0.31% |
$817 - $896
|
972
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3- 0.57% |
$817 - $896
|
526
$160K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.06% |
$817 - $896
|
5.15K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4- 0.53% |
$1.09K - $1.19K
|
750
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-4- 0.52% |
$1.09K - $1.19K
|
765
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-5- 0.24% |
$1.36K - $1.49K
|
2.06K
$628K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-7- 0.13% |
$1.91K - $2.09K
|
5.2K
$1.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7- 0.4% |
$1.91K - $2.09K
|
1.76K
$536K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.11% |
$1.91K - $2.09K
|
6.29K
$1.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.19% |
$1.91K - $2.09K
|
3.61K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.26% |
$2.18K - $2.39K
|
3.1K
$946K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8- 1.06% |
$2.18K - $2.39K
|
747
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8- 0.5% |
$2.18K - $2.39K
|
1.6K
$487K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9- 0.33% |
$2.45K - $2.69K
|
2.7K
$823K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 24.32% |
$2.45K - $2.69K
|
28
$8.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10- 0.45% |
$2.72K - $2.99K
|
2.19K
$668K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-10- 0.83% |
$2.72K - $2.99K
|
1.2K
$366K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-10- 1.17% |
$2.72K - $2.99K
|
844
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 1.02% |
$2.72K - $2.99K
|
967
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 45.45% |
$2.72K - $2.99K
|
12
$3.66K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10- 0.72% |
$2.72K - $2.99K
|
1.38K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.76% |
$2.72K - $2.99K
|
1.31K
$399K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.53% |
$2.99K - $3.29K
|
2.06K
$629K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 1.81% |
$3.27K - $3.58K
|
652
$199K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-13- 0.68% |
$3.54K - $3.88K
|
1.9K
$578K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 0.44% |
$3.81K - $4.18K
|
3.18K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.62% |
$3.81K - $4.18K
|
2.26K
$689K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-14- 0.24% |
$3.81K - $4.18K
|
5.91K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.96% |
$4.08K - $4.48K
|
750
$229K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.83% |
$4.08K - $4.48K
|
1.78K
$544K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-15- 0.78% |
$4.08K - $4.48K
|
1.9K
$579K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16- 0.28% |
$4.36K - $4.78K
|
5.72K
$1.75M
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-16- 1.42% |
$4.36K - $4.78K
|
1.11K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-17- 0.26% |
$4.63K - $5.08K
|
6.43K
$1.96M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-17- 1.58% |
$4.63K - $5.08K
|
1.06K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 8.61% |
$4.9K - $5.38K
|
191
$58.3K
|