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
|
Calamos Advisors LLC
|
SELL
|
- |
-126- 13.79% |
$34.3K - $37.6K
|
788
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-128- 3.49% |
$34.8K - $38.2K
|
3.54K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-130- 0.97% |
$35.4K - $38.8K
|
13.2K
$4.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-130- 2.07% |
$35.4K - $38.8K
|
6.15K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-131- 2.69% |
$35.7K - $39.1K
|
4.74K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-131- 9.95% |
$35.7K - $39.1K
|
1.19K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-132- 6.7% |
$35.9K - $39.4K
|
1.84K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-133- 37.68% |
$36.2K - $39.7K
|
220
$73K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-133- 14.52% |
$36.2K - $39.7K
|
783
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-134- 1.37% |
$36.5K - $40K
|
9.68K
$3.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-136- 7.92% |
$37K - $40.6K
|
1.58K
$525K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-140- 8.68% |
$38.1K - $41.8K
|
1.47K
$489K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-141- 0.98% |
$38.4K - $42.1K
|
14.2K
$4.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-141- 1.07% |
$38.4K - $42.1K
|
13.1K
$4.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 12.09% |
$38.7K - $42.4K
|
1.03K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-151- 1.26% |
$41.1K - $45.1K
|
11.9K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-156- 0.29% |
$42.5K - $46.6K
|
53.9K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-157- 23.33% |
$42.7K - $46.9K
|
516
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-164- 2.91% |
$44.6K - $49K
|
5.47K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-166- 1.11% |
$45.2K - $49.6K
|
14.8K
$4.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-167- 0.51% |
$45.5K - $49.9K
|
32.3K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-168- 48.98% |
$45.7K - $50.2K
|
175
$58.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-170- 27.33% |
$46.3K - $50.8K
|
452
$150K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 13.85% |
$46.8K - $51.4K
|
1.07K
$355K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-172- 1.77% |
$46.8K - $51.4K
|
9.54K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-178- 1.71% |
$48.5K - $53.2K
|
10.2K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-178- 5.65% |
$48.5K - $53.2K
|
2.97K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-178- 1.29% |
$48.5K - $53.2K
|
13.6K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-180- 0.99% |
$49K - $53.8K
|
18K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-180- 62.07% |
$49K - $53.8K
|
110
$36.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-182- 1.11% |
$49.5K - $54.4K
|
16.2K
$5.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-187- 4.02% |
$50.9K - $55.9K
|
4.46K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-188- 4.67% |
$51.2K - $56.2K
|
3.84K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-191- 8.81% |
$52K - $57.1K
|
1.98K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-194- 2.84% |
$52.8K - $58K
|
6.64K
$2.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-197- 26.37% |
$53.6K - $58.8K
|
550
$183K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-198- 1.7% |
$53.9K - $59.1K
|
11.5K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-198- 3.51% |
$53.9K - $59.1K
|
5.44K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-200- 4.72% |
$54.4K - $59.7K
|
4.04K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-200- 7.55% |
$54.4K - $59.7K
|
2.45K
$813K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-200- 1.02% |
$54.4K - $59.7K
|
19.3K
$6.42M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-201- 15.33% |
$54.7K - $60K
|
1.11K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-201- 5.06% |
$54.7K - $60K
|
3.77K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-202- 3.45% |
$55K - $60.3K
|
5.65K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-206- 9.88% |
$56.1K - $61.5K
|
1.88K
$624K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-209- 5.28% |
$56.9K - $62.4K
|
3.75K
$1.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-210- 4.22% |
$57.2K - $62.7K
|
4.76K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-214- 2.42% |
$58.3K - $63.9K
|
8.61K
$2.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-214- 7.46% |
$58.3K - $63.9K
|
2.65K
$881K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-216- 7.19% |
$58.8K - $64.5K
|
2.79K
$926K
|