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 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.67K+ 24.88% |
$999K - $1.1M
|
18.4K
$5.94M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.45K+ 2.49% |
$939K - $1.03M
|
142K
$45.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.4K+ 2.6% |
$926K - $1.02M
|
134K
$43.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
3.28KNew |
$892K - $979K
|
3.28K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.27KNew |
$889K - $976K
|
3.27K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 2.73% |
$888K - $975K
|
123K
$39.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.2K+ 85.2% |
$871K - $956K
|
6.96K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.11KNew |
$848K - $930K
|
3.11K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.09K+ 28.12% |
$840K - $922K
|
14.1K
$4.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.02K+ 8.97% |
$822K - $902K
|
36.7K
$11.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.69K+ 26.98% |
$732K - $803K
|
12.7K
$4.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
2.67KNew |
$728K - $799K
|
2.67K
$861K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.55K+ 23.5% |
$693K - $761K
|
13.4K
$4.31M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 14.09% |
$682K - $749K
|
20.3K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$681K - $747K
|
2.5K
$805K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.37K+ 14.86% |
$644K - $707K
|
18.3K
$5.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.34K+ 5.35% |
$637K - $699K
|
46.1K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 3.05% |
$635K - $696K
|
78.8K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.25KNew |
$611K - $671K
|
2.25K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$610K - $669K
|
2.24K
$722K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.2K+ 18.46% |
$598K - $657K
|
14.1K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.16K+ 44.36% |
$588K - $646K
|
7.03K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.11KNew |
$574K - $630K
|
2.11K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.08KNew |
$565K - $620K
|
2.08K
$668K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.06K+ 33.53% |
$560K - $614K
|
8.19K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.04K+ 33.09% |
$554K - $608K
|
8.19K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
2.01K+ 6.88% |
$548K - $601K
|
31.3K
$10.1M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.98K+ 0.17% |
$538K - $590K
|
1.19M
$383M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.96K+ 25.13% |
$534K - $586K
|
9.77K
$3.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.93KNew |
$524K - $575K
|
1.93K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.78KNew |
$485K - $532K
|
1.78K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.76K+ 153.0% |
$479K - $526K
|
2.91K
$938K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.74KNew |
$475K - $521K
|
1.74K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.74K+ 1.75% |
$473K - $519K
|
101K
$32.5M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.7KNew |
$463K - $508K
|
1.7K
$548K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.67K+ 26.22% |
$455K - $499K
|
8.05K
$2.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 190.93% |
$453K - $497K
|
2.53K
$816K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.61KNew |
$437K - $479K
|
1.61K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.6KNew |
$436K - $479K
|
1.6K
$516K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.58K+ 12.5% |
$431K - $473K
|
14.3K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.53K+ 2.1% |
$416K - $457K
|
74.3K
$23.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.51K+ 1.18% |
$410K - $450K
|
130K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.46K+ 17.55% |
$398K - $437K
|
9.8K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.45KNew |
$395K - $433K
|
1.45K
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.44K+ 52.15% |
$393K - $431K
|
4.21K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.42KNew |
$386K - $424K
|
1.42K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.41K+ 10.23% |
$383K - $421K
|
15.2K
$4.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.4KNew |
$381K - $418K
|
1.4K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.35K+ 106.49% |
$366K - $402K
|
2.61K
$840K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34KNew |
$365K - $400K
|
1.34K
$432K
|