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 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 9.46% |
$363K - $398K
|
15.4K
$5.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.29K+ 2.23% |
$351K - $386K
|
59.2K
$19.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.28KNew |
$349K - $383K
|
1.28K
$422K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.27K+ 1.58% |
$347K - $381K
|
82.1K
$27.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.27K+ 14.15% |
$346K - $380K
|
10.3K
$3.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.25K+ 57.36% |
$341K - $374K
|
3.43K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 18.38% |
$338K - $371K
|
8K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.21K+ 1.18% |
$330K - $363K
|
104K
$34.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.19K+ 0.26% |
$324K - $355K
|
460K
$151M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.17K+ 19.11% |
$319K - $350K
|
7.31K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$315K - $346K
|
1.16K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 3.62% |
$307K - $337K
|
32.3K
$10.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11K+ 6.24% |
$303K - $332K
|
18.9K
$6.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.11K+ 822.22% |
$302K - $332K
|
1.25K
$410K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.1K+ 19.85% |
$300K - $329K
|
6.66K
$2.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.09K+ 30.09% |
$297K - $326K
|
4.71K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$295K - $324K
|
1.08K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.06K+ 10.93% |
$289K - $317K
|
10.8K
$3.55M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 7.34% |
$284K - $312K
|
15.3K
$5.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.02KNew |
$277K - $304K
|
1.02K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.01KNew |
$274K - $301K
|
1.01K
$331K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1KNew |
$273K - $299K
|
1K
$330K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
1K+ 39.82% |
$272K - $299K
|
3.51K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
988+ 3.06% |
$269K - $295K
|
33.3K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
979New |
$266K - $292K
|
979
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
951New |
$259K - $284K
|
951
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
938+ 136.73% |
$255K - $280K
|
1.62K
$535K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
933+ 30.68% |
$254K - $279K
|
3.97K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
933+ 1.59% |
$254K - $279K
|
59.7K
$19.7M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
912New |
$248K - $272K
|
912
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
908New |
$247K - $271K
|
908
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
895New |
$244K - $267K
|
895
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
865New |
$235K - $258K
|
865
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
857+ 89.55% |
$233K - $256K
|
1.81K
$598K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
824New |
$224K - $246K
|
824
$271K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
810+ 13.41% |
$220K - $242K
|
6.85K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
805+ 82.82% |
$219K - $240K
|
1.78K
$585K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
802New |
$218K - $240K
|
802
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
801New |
$218K - $239K
|
801
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
799+ 2.63% |
$217K - $239K
|
31.1K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
795New |
$216K - $237K
|
795
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
794+ 96.36% |
$216K - $237K
|
1.62K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
791New |
$215K - $236K
|
791
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
787+ 1.52% |
$214K - $235K
|
52.6K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
786+ 34.96% |
$214K - $235K
|
3.03K
$999K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
774New |
$211K - $231K
|
774
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
770+ 0.94% |
$210K - $230K
|
82.6K
$27.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
766+ 1.28% |
$209K - $229K
|
60.8K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
743+ 5.53% |
$202K - $222K
|
14.2K
$4.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
742+ 50.48% |
$202K - $222K
|
2.21K
$729K
|