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 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
122+ 33.15% |
$33.2K - $36.4K
|
490
$158K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
114+ 5.8% |
$31K - $34.1K
|
2.08K
$670K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
112+ 7.8% |
$30.5K - $33.5K
|
1.55K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
109+ 3.68% |
$29.7K - $32.6K
|
3.07K
$990K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
108+ 0.9% |
$29.4K - $32.3K
|
12.1K
$3.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
106+ 0.06% |
$28.9K - $31.7K
|
166K
$53.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
103+ 10.18% |
$28K - $30.8K
|
1.12K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
103+ 1.95% |
$28K - $30.8K
|
5.38K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 54.35% |
$27.2K - $29.9K
|
284
$91.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
99+ 6.11% |
$26.9K - $29.6K
|
1.72K
$554K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 24.75% |
$26.7K - $29.3K
|
494
$159K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
88+ 0.21% |
$24K - $26.3K
|
42.2K
$13.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
87+ 10.46% |
$23.7K - $26K
|
919
$296K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
86+ 0.76% |
$23.4K - $25.7K
|
11.4K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
84+ 0.42% |
$22.9K - $25.1K
|
20.2K
$6.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
83+ 11.69% |
$22.6K - $24.8K
|
793
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
76+ 176.74% |
$20.7K - $22.7K
|
119
$38.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
75+ 0.19% |
$20.4K - $22.4K
|
39.6K
$12.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
70+ 0.27% |
$19.1K - $20.9K
|
26.4K
$8.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
69+ 9.01% |
$18.8K - $20.6K
|
835
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
69+ 22.26% |
$18.8K - $20.6K
|
379
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
69+ 1.23% |
$18.8K - $20.6K
|
5.68K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
65+ 0.38% |
$17.7K - $19.4K
|
17K
$5.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 21.17% |
$17.7K - $19.4K
|
372
$120K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
65+ 1.59% |
$17.7K - $19.4K
|
4.15K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
61+ 4.64% |
$16.6K - $18.2K
|
1.38K
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
59+ 0.06% |
$16.1K - $17.6K
|
104K
$33.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
58+ 0.19% |
$15.8K - $17.3K
|
30.8K
$9.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
56+ 1.72% |
$15.2K - $16.7K
|
3.32K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56New |
$15.2K - $16.7K
|
56
$18K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 0.48% |
$15K - $16.4K
|
11.5K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
55+ 1.42% |
$15K - $16.4K
|
3.94K
$1.27M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 0.48% |
$15K - $16.4K
|
11.5K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
54+ 3.49% |
$14.7K - $16.1K
|
1.6K
$516K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
52+ 19.77% |
$14.2K - $15.5K
|
315
$101K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
46+ 4.44% |
$12.5K - $13.7K
|
1.08K
$349K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
44+ 11.22% |
$12K - $13.1K
|
436
$140K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42+ 76.36% |
$11.4K - $12.5K
|
97
$31.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
40+ 1.09% |
$10.9K - $11.9K
|
3.7K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 5.07% |
$10.9K - $11.9K
|
829
$267K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
38+ 2.34% |
$10.3K - $11.4K
|
1.66K
$534K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.23% |
$10.1K - $11.1K
|
15.9K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
36+ 0.35% |
$9.8K - $10.8K
|
10.4K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
36+ 0.23% |
$9.8K - $10.8K
|
15.4K
$4.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 2.1% |
$9.53K - $10.5K
|
1.7K
$549K
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
34New |
$9.26K - $10.2K
|
34
$11K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33+ 2.14% |
$8.98K - $9.86K
|
1.58K
$508K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
31+ 0.1% |
$8.44K - $9.26K
|
29.8K
$9.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.17% |
$8.17K - $8.96K
|
1.41K
$455K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 1.05% |
$8.17K - $8.96K
|
2.89K
$931K
|