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 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.41K- 4.07% |
$657K - $721K
|
56.8K
$18.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.56K- 2.43% |
$696K - $764K
|
103K
$33.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.62K- 25.24% |
$713K - $782K
|
7.76K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.62K- 66.31% |
$714K - $784K
|
1.33K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.75K- 9.62% |
$748K - $821K
|
25.8K
$8.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.83K- 1.73% |
$771K - $846K
|
161K
$52.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 0.63% |
$869K - $954K
|
502K
$165M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.27K- 5.49% |
$889K - $975K
|
56.2K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.28K- 1.39% |
$892K - $979K
|
232K
$76.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.34K- 24.6% |
$909K - $997K
|
10.2K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.55K- 3.09% |
$967K - $1.06M
|
111K
$36.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.59K- 6.49% |
$976K - $1.07M
|
51.7K
$17M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.74K- 10.25% |
$1.02M - $1.12M
|
32.8K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.79K- 25.56% |
$1.03M - $1.13M
|
11K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.82K- 1.07% |
$1.04M - $1.14M
|
353K
$116M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.9K- 30.35% |
$1.06M - $1.16M
|
8.94K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.04K- 37.81% |
$1.1M - $1.21M
|
6.64K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-4.05K- 38.14% |
$1.1M - $1.21M
|
6.56K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-4.23K- 2.03% |
$1.15M - $1.26M
|
204K
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.36K- 4.29% |
$1.19M - $1.3M
|
97.4K
$32.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.18K- 8.16% |
$1.41M - $1.55M
|
58.3K
$19.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.53K- 0.74% |
$1.51M - $1.65M
|
746K
$246M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 69.42% |
$1.53M - $1.67M
|
2.47K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.66K- 1.98% |
$1.54M - $1.69M
|
280K
$92.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.31K- 4.82% |
$1.72M - $1.88M
|
125K
$41M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6.39K- 1.65% |
$1.74M - $1.91M
|
380K
$125M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.41K- 25.23% |
$1.75M - $1.92M
|
19K
$6.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-6.53K- 6.07% |
$1.78M - $1.95M
|
101K
$33.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7K- 1.03% |
$1.9M - $2.09M
|
670K
$221M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.19K- 29.24% |
$1.96M - $2.15M
|
17.4K
$5.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-7.29K- 8.87% |
$1.98M - $2.18M
|
74.9K
$24.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.91K- 5.23% |
$2.15M - $2.36M
|
143K
$47.2M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-7.97K- 18.01% |
$2.17M - $2.38M
|
36.3K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.18K- 15.98% |
$2.23M - $2.44M
|
43K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.3K- 5.19% |
$2.26M - $2.48M
|
152K
$49.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.9K- 73.62% |
$2.42M - $2.66M
|
3.19K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.96K- 0.86% |
$2.71M - $2.98M
|
1.14M
$377M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9.98K- 4.85% |
$2.72M - $2.98M
|
196K
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 11.08% |
$3.05M - $3.35M
|
89.9K
$29.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.9K- 77.89% |
$3.24M - $3.56M
|
3.38K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.9K- 1.77% |
$3.25M - $3.57M
|
665K
$219M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-12.7K- 1.82% |
$3.47M - $3.81M
|
689K
$227M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 4.78% |
$3.55M - $3.9M
|
260K
$85.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.9K- 24.15% |
$3.79M - $4.16M
|
43.8K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14K- 14.64% |
$3.82M - $4.19M
|
81.8K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.9K- 2.99% |
$4.05M - $4.45M
|
484K
$159M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 4.19% |
$4.11M - $4.51M
|
346K
$114M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-15.5K- 70.25% |
$4.21M - $4.62M
|
6.56K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 1.91% |
$4.23M - $4.64M
|
798K
$263M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 0.65% |
$4.42M - $4.85M
|
2.48M
$818M
|