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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19- 0.33% |
$5.17K - $5.68K
|
5.67K
$1.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-19- 0.34% |
$5.17K - $5.68K
|
5.56K
$1.83M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.27% |
$5.44K - $5.97K
|
7.28K
$2.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.76% |
$5.44K - $5.97K
|
2.62K
$862K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.91% |
$5.44K - $5.97K
|
2.17K
$714K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 3.42% |
$5.44K - $5.97K
|
565
$186K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 3.33% |
$5.44K - $5.97K
|
580
$191K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-20- 2.81% |
$5.44K - $5.97K
|
692
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.97% |
$5.72K - $6.27K
|
2.14K
$706K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-21- 0.08% |
$5.72K - $6.27K
|
25.2K
$8.31M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 2.34% |
$5.72K - $6.27K
|
875
$288K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22- 0.08% |
$5.99K - $6.57K
|
26.4K
$8.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 0.41% |
$6.26K - $6.87K
|
5.59K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.41% |
$6.53K - $7.17K
|
5.78K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$6.81K - $7.47K
|
3.53K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-25- 0.25% |
$6.81K - $7.47K
|
10.2K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-26- 10.97% |
$7.08K - $7.77K
|
211
$69.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-29- 2.12% |
$7.89K - $8.66K
|
1.34K
$440K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-29- 4.1% |
$7.89K - $8.66K
|
678
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30- 1.97% |
$8.17K - $8.96K
|
1.49K
$491K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-30- 0.22% |
$8.17K - $8.96K
|
13.7K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.51% |
$8.17K - $8.96K
|
1.96K
$645K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
$8.17K - $8.96K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 0.32% |
$8.17K - $8.96K
|
9.44K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32- 0.4% |
$8.71K - $9.56K
|
8.03K
$2.64M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$192K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-32- 0.09% |
$8.71K - $9.56K
|
36.4K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-33- 0.09% |
$8.98K - $9.86K
|
36.5K
$12M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-34- 0.58% |
$9.26K - $10.2K
|
5.86K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-35- 4.15% |
$9.53K - $10.5K
|
808
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-35- 1.81% |
$9.53K - $10.5K
|
1.9K
$625K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 2.21% |
$9.53K - $10.5K
|
1.55K
$510K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-35- 5.36% |
$9.53K - $10.5K
|
618
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 0.08% |
$9.8K - $10.8K
|
43.1K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-36- 4.59% |
$9.8K - $10.8K
|
749
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.84% |
$10.1K - $11.1K
|
4.35K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 0.07% |
$10.1K - $11.1K
|
49.8K
$16.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-42- 0.55% |
$11.4K - $12.5K
|
7.65K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45- 1.82% |
$12.2K - $13.4K
|
2.43K
$801K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 7.91% |
$12.2K - $13.4K
|
524
$173K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-46- 0.16% |
$12.5K - $13.7K
|
29K
$9.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 5.8% |
$13.1K - $14.3K
|
779
$257K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-48- 1.38% |
$13.1K - $14.3K
|
3.43K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49- 1.97% |
$13.3K - $14.6K
|
2.44K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 5.35% |
$13.6K - $14.9K
|
885
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 2.44% |
$13.6K - $14.9K
|
2K
$658K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 1.52% |
$13.6K - $14.9K
|
3.24K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-50- 2.97% |
$13.6K - $14.9K
|
1.64K
$539K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-50- 1.32% |
$13.6K - $14.9K
|
3.74K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-52- 2.56% |
$14.2K - $15.5K
|
1.98K
$652K
|