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
|
Glassman Wealth Services
|
SELL
|
- |
-842- 1.77% |
$229K - $252K
|
46.7K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-855- 9.76% |
$233K - $255K
|
7.9K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-856- 1.09% |
$233K - $256K
|
77.8K
$26.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-857- 88.72% |
$233K - $256K
|
109
$37.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-891- 8.75% |
$243K - $266K
|
9.29K
$3.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-901- 2.91% |
$245K - $269K
|
30.1K
$10.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-901- 15.68% |
$245K - $269K
|
4.85K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-934- 20.12% |
$254K - $279K
|
3.71K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-934- 1.38% |
$254K - $279K
|
66.8K
$22.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-944- 0.24% |
$257K - $282K
|
396K
$135M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-972- 7.23% |
$265K - $290K
|
12.5K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-973- 4.85% |
$265K - $291K
|
19.1K
$6.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-989- 48.46% |
$269K - $295K
|
1.05K
$358K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-1.01K- 15.33% |
$275K - $302K
|
5.59K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 0.57% |
$282K - $309K
|
181K
$61.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.06K- 6.97% |
$288K - $316K
|
14.1K
$4.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 3.53% |
$292K - $320K
|
29.3K
$9.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.1K- 27.23% |
$299K - $329K
|
2.94K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.12K- 0.77% |
$305K - $335K
|
145K
$49.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13KClosed |
$307K - $337K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.13K- 0.38% |
$309K - $339K
|
301K
$102M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.15K- 0.81% |
$314K - $345K
|
142K
$48.2M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.16K- 50.83% |
$315K - $346K
|
1.12K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.16K- 11.0% |
$316K - $347K
|
9.39K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.18K- 3.39% |
$321K - $353K
|
33.6K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.21K- 6.69% |
$329K - $361K
|
16.9K
$5.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.22K- 4.65% |
$332K - $364K
|
25K
$8.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.27K- 32.0% |
$345K - $378K
|
2.69K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.33K- 4.23% |
$361K - $396K
|
30K
$10.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 5.95% |
$376K - $413K
|
21.9K
$7.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 61.61% |
$384K - $421K
|
878
$299K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.43K- 44.44% |
$388K - $426K
|
1.78K
$607K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.45K- 1.27% |
$395K - $433K
|
113K
$38.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.46K- 5.71% |
$397K - $436K
|
24.1K
$8.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.51K- 2.3% |
$410K - $450K
|
64K
$21.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.51K- 2.66% |
$410K - $450K
|
55.2K
$18.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.54K- 2.46% |
$418K - $459K
|
60.8K
$20.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.55K- 0.61% |
$423K - $464K
|
253K
$86.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.58K- 18.18% |
$431K - $473K
|
7.13K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 51.4% |
$436K - $478K
|
1.51K
$515K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.6K- 3.17% |
$436K - $479K
|
49K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.62K- 3.85% |
$440K - $482K
|
40.4K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.64K- 15.83% |
$447K - $490K
|
8.73K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.68K- 5.19% |
$457K - $502K
|
30.7K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.69K- 44.86% |
$461K - $506K
|
2.08K
$709K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 42.91% |
$466K - $511K
|
2.28K
$775K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.77K- 0.22% |
$483K - $530K
|
787K
$268M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.82K- 1.45% |
$496K - $544K
|
124K
$42.2M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.83K- 10.81% |
$498K - $547K
|
15.1K
$5.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.86K- 0.8% |
$507K - $556K
|
232K
$78.8M
|