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
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16- 0.28% |
$4.36K - $4.78K
|
5.72K
$1.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-16- 1.42% |
$4.36K - $4.78K
|
1.11K
$379K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-17- 1.58% |
$4.63K - $5.08K
|
1.06K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-17- 0.26% |
$4.63K - $5.08K
|
6.43K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18- 0.5% |
$4.9K - $5.38K
|
3.57K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 8.61% |
$4.9K - $5.38K
|
191
$65K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-19- 0.34% |
$5.17K - $5.68K
|
5.56K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19- 0.33% |
$5.17K - $5.68K
|
5.67K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 3.42% |
$5.44K - $5.97K
|
565
$192K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.27% |
$5.44K - $5.97K
|
7.28K
$2.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-20- 2.81% |
$5.44K - $5.97K
|
692
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 3.33% |
$5.44K - $5.97K
|
580
$197K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.76% |
$5.44K - $5.97K
|
2.62K
$891K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.91% |
$5.44K - $5.97K
|
2.17K
$738K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-21- 0.97% |
$5.72K - $6.27K
|
2.14K
$730K
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-21- 0.08% |
$5.72K - $6.27K
|
25.2K
$8.59M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-21- 2.34% |
$5.72K - $6.27K
|
875
$298K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-22- 0.08% |
$5.99K - $6.57K
|
26.4K
$8.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 0.41% |
$6.26K - $6.87K
|
5.59K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.41% |
$6.53K - $7.17K
|
5.78K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-25- 0.25% |
$6.81K - $7.47K
|
10.2K
$3.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$6.81K - $7.47K
|
3.53K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-26- 10.97% |
$7.08K - $7.77K
|
211
$71.8K
|
|
|
Apr 10, 2025
Q2 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-29- 0.23% |
$7.89K - $8.66K
|
12.8K
$4.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-29- 4.1% |
$7.89K - $8.66K
|
678
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-29- 2.12% |
$7.89K - $8.66K
|
1.34K
$455K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-30- 1.51% |
$8.17K - $8.96K
|
1.96K
$667K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-30- 0.22% |
$8.17K - $8.96K
|
13.7K
$4.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
$8.17K - $8.96K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30- 1.97% |
$8.17K - $8.96K
|
1.49K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-30- 0.32% |
$8.17K - $8.96K
|
9.44K
$3.21M
|
|
|
Apr 01, 2025
Q2 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-32- 0.69% |
$8.71K - $9.56K
|
4.59K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32- 0.4% |
$8.71K - $9.56K
|
8.03K
$2.73M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$198K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-32- 0.09% |
$8.71K - $9.56K
|
36.4K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-33- 0.09% |
$8.98K - $9.86K
|
36.5K
$12.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-34- 0.58% |
$9.26K - $10.2K
|
5.86K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-35- 1.81% |
$9.53K - $10.5K
|
1.9K
$645K
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-35- 4.15% |
$9.53K - $10.5K
|
808
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-35- 5.36% |
$9.53K - $10.5K
|
618
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 2.21% |
$9.53K - $10.5K
|
1.55K
$527K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-36- 4.59% |
$9.8K - $10.8K
|
749
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36- 0.08% |
$9.8K - $10.8K
|
43.1K
$14.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-37- 0.84% |
$10.1K - $11.1K
|
4.35K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-37- 0.07% |
$10.1K - $11.1K
|
49.8K
$17M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-42- 0.55% |
$11.4K - $12.5K
|
7.65K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-45- 1.82% |
$12.2K - $13.4K
|
2.43K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 7.91% |
$12.2K - $13.4K
|
524
$178K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-46- 0.16% |
$12.5K - $13.7K
|
29K
$9.87M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-48- 6.63% |
$13.1K - $14.3K
|
676
$230K
|