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 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.29% |
$272 - $299
|
347
$115K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$272 - $299
|
1.42K
$473K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$272 - $299
|
1.99K
$660K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$272 - $299
|
2.25K
$747K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $299
|
1.04K
$346K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$272 - $299
|
1.3K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$272 - $299
|
18.1K
$6.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1- 0.06% |
$272 - $299
|
1.65K
$548K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.02% |
$272 - $299
|
5.89K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.08% |
$272 - $299
|
1.24K
$410K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2- 0.21% |
$544 - $597
|
970
$322K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2- 0.15% |
$544 - $597
|
1.3K
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3- 0.06% |
$817 - $896
|
5.15K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3- 0.01% |
$817 - $896
|
38.3K
$12.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3- 0.57% |
$817 - $896
|
526
$175K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-3- 0.31% |
$817 - $896
|
972
$323K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4- 0.53% |
$1.09K - $1.19K
|
750
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-4- 0.52% |
$1.09K - $1.19K
|
765
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-5- 0.24% |
$1.36K - $1.49K
|
2.06K
$684K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.11% |
$1.91K - $2.09K
|
6.29K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-7- 0.13% |
$1.91K - $2.09K
|
5.2K
$1.73M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.19% |
$1.91K - $2.09K
|
3.61K
$1.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7- 0.4% |
$1.91K - $2.09K
|
1.76K
$584K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.26% |
$2.18K - $2.39K
|
3.1K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8- 0.5% |
$2.18K - $2.39K
|
1.6K
$530K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8- 1.06% |
$2.18K - $2.39K
|
747
$248K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-9- 0.33% |
$2.45K - $2.69K
|
2.7K
$896K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 24.32% |
$2.45K - $2.69K
|
28
$9.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-10- 1.02% |
$2.72K - $2.99K
|
967
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 45.45% |
$2.72K - $2.99K
|
12
$3.99K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-10- 1.17% |
$2.72K - $2.99K
|
844
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-10- 0.83% |
$2.72K - $2.99K
|
1.2K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10- 0.72% |
$2.72K - $2.99K
|
1.38K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-10- 0.45% |
$2.72K - $2.99K
|
2.19K
$727K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.76% |
$2.72K - $2.99K
|
1.31K
$434K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.53% |
$2.99K - $3.29K
|
2.06K
$685K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 1.81% |
$3.27K - $3.58K
|
652
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-13- 0.68% |
$3.54K - $3.88K
|
1.9K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-14- 0.62% |
$3.81K - $4.18K
|
2.26K
$750K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 0.44% |
$3.81K - $4.18K
|
3.18K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-14- 0.24% |
$3.81K - $4.18K
|
5.91K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.83% |
$4.08K - $4.48K
|
1.78K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15- 1.96% |
$4.08K - $4.48K
|
750
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-15- 0.78% |
$4.08K - $4.48K
|
1.9K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-16- 1.42% |
$4.36K - $4.78K
|
1.11K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16- 0.28% |
$4.36K - $4.78K
|
5.72K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-17- 0.26% |
$4.63K - $5.08K
|
6.43K
$2.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-17- 1.58% |
$4.63K - $5.08K
|
1.06K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 8.61% |
$4.9K - $5.38K
|
191
$63.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18- 0.5% |
$4.9K - $5.38K
|
3.57K
$1.19M
|