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 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-973- 4.85% |
$265K - $291K
|
19.1K
$6.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-989- 48.46% |
$269K - $295K
|
1.05K
$347K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.01K- 15.33% |
$275K - $302K
|
5.59K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 0.57% |
$282K - $309K
|
181K
$59.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.06K- 6.97% |
$288K - $316K
|
14.1K
$4.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 3.53% |
$292K - $320K
|
29.3K
$9.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.1K- 27.23% |
$299K - $329K
|
2.94K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.12K- 0.77% |
$305K - $335K
|
145K
$47.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13KClosed |
$307K - $337K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 0.38% |
$309K - $339K
|
301K
$99.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.15K- 0.81% |
$314K - $345K
|
142K
$46.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.16K- 11.0% |
$316K - $347K
|
9.39K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.18K- 3.39% |
$321K - $353K
|
33.6K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.21K- 6.69% |
$329K - $361K
|
16.9K
$5.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.22K- 4.65% |
$332K - $364K
|
25K
$8.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.27K- 32.0% |
$345K - $378K
|
2.69K
$887K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.33K- 4.23% |
$361K - $396K
|
30K
$9.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 5.95% |
$376K - $413K
|
21.9K
$7.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 61.61% |
$384K - $421K
|
878
$289K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.43K- 44.44% |
$388K - $426K
|
1.78K
$588K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.45K- 1.27% |
$395K - $433K
|
113K
$37.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 5.71% |
$397K - $436K
|
24.1K
$7.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.51K- 2.3% |
$410K - $450K
|
64K
$21.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.51K- 2.66% |
$410K - $450K
|
55.2K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.54K- 2.46% |
$418K - $459K
|
60.8K
$20M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.55K- 0.61% |
$423K - $464K
|
253K
$83.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.58K- 18.18% |
$431K - $473K
|
7.13K
$2.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 51.4% |
$436K - $478K
|
1.51K
$499K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 3.17% |
$436K - $479K
|
49K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.62K- 3.85% |
$440K - $482K
|
40.4K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.64K- 15.83% |
$447K - $490K
|
8.73K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.68K- 5.19% |
$457K - $502K
|
30.7K
$10.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.69K- 44.86% |
$461K - $506K
|
2.08K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 42.91% |
$466K - $511K
|
2.28K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.77K- 0.22% |
$483K - $530K
|
787K
$259M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.82K- 1.45% |
$496K - $544K
|
124K
$40.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.86K- 0.8% |
$507K - $556K
|
232K
$76.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.88K- 6.25% |
$511K - $561K
|
28.2K
$9.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-1.93K- 5.03% |
$526K - $577K
|
36.4K
$12M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.98K- 0.47% |
$538K - $590K
|
414K
$136M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-2.06K- 5.67% |
$561K - $616K
|
34.3K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.12K- 7.81% |
$578K - $634K
|
25K
$8.25M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.12K- 7.89% |
$578K - $634K
|
24.8K
$8.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.12K- 5.19% |
$578K - $634K
|
38.8K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.28K- 3.97% |
$620K - $681K
|
55.1K
$18.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2.3K- 1.43% |
$627K - $688K
|
159K
$52.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2.32K- 1.21% |
$630K - $692K
|
190K
$62.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 1.03% |
$634K - $696K
|
224K
$73.7M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.38K- 15.29% |
$649K - $712K
|
13.2K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.4K- 39.23% |
$654K - $718K
|
3.72K
$1.23M
|