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 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 5.8% |
$13.1K - $14.3K
|
779
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-48- 1.38% |
$13.1K - $14.3K
|
3.43K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49- 1.97% |
$13.3K - $14.6K
|
2.44K
$831K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 2.44% |
$13.6K - $14.9K
|
2K
$680K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-50- 1.32% |
$13.6K - $14.9K
|
3.74K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 5.35% |
$13.6K - $14.9K
|
885
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-50- 1.52% |
$13.6K - $14.9K
|
3.24K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-50- 2.97% |
$13.6K - $14.9K
|
1.64K
$557K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-52- 2.56% |
$14.2K - $15.5K
|
1.98K
$674K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-53- 0.21% |
$14.4K - $15.8K
|
25.2K
$8.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-53- 6.08% |
$14.4K - $15.8K
|
819
$279K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-53- 1.8% |
$14.4K - $15.8K
|
2.89K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-53- 2.18% |
$14.4K - $15.8K
|
2.38K
$811K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-55- 1.47% |
$15K - $16.4K
|
3.68K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-55- 6.65% |
$15K - $16.4K
|
772
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-56- 1.92% |
$15.2K - $16.7K
|
2.86K
$975K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-58- 5.06% |
$15.8K - $17.3K
|
1.09K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-58- 0.63% |
$15.8K - $17.3K
|
9.14K
$3.11M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 1.3% |
$16.3K - $17.9K
|
4.54K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-60- 2.59% |
$16.3K - $17.9K
|
2.26K
$769K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-63- 0.43% |
$17.1K - $18.8K
|
14.7K
$5.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-64- 1.55% |
$17.4K - $19.1K
|
4.07K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-66- 0.93% |
$18K - $19.7K
|
7.01K
$2.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-67- 5.33% |
$18.2K - $20K
|
1.19K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-70- 2.69% |
$19.1K - $20.9K
|
2.53K
$862K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-73- 9.11% |
$19.9K - $21.8K
|
728
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-74- 97.37% |
$20.1K - $22.1K
|
2
$681
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-75- 0.69% |
$20.4K - $22.4K
|
10.8K
$3.68M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-76- 17.04% |
$20.7K - $22.7K
|
370
$126K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-76- 1.52% |
$20.7K - $22.7K
|
4.93K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-77- 36.67% |
$21K - $23K
|
133
$45.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-80- 2.76% |
$21.8K - $23.9K
|
2.81K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-81- 1.16% |
$22K - $24.2K
|
6.89K
$2.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-83- 0.14% |
$22.6K - $24.8K
|
60.3K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-84- 7.88% |
$22.9K - $25.1K
|
982
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-84- 0.2% |
$22.9K - $25.1K
|
42.5K
$14.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-84- 2.89% |
$22.9K - $25.1K
|
2.82K
$960K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-88- 0.81% |
$24K - $26.3K
|
10.8K
$3.66M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-90- 1.7% |
$24.5K - $26.9K
|
5.19K
$1.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-92- 2.75% |
$25K - $27.5K
|
3.26K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-93- 0.07% |
$25.3K - $27.8K
|
125K
$42.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-94- 4.49% |
$25.6K - $28.1K
|
2K
$681K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-96- 2.19% |
$26.1K - $28.7K
|
4.28K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-99- 8.3% |
$26.9K - $29.6K
|
1.09K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-100- 1.34% |
$27.2K - $29.9K
|
7.39K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 7.49% |
$27.2K - $29.9K
|
1.24K
$421K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-101- 0.45% |
$27.5K - $30.2K
|
22.3K
$7.61M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-102- 0.2% |
$27.8K - $30.5K
|
50.4K
$17.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-103- 21.68% |
$28K - $30.8K
|
372
$127K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-104- 0.17% |
$28.3K - $31.1K
|
60.8K
$20.7M
|