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
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35+ 2.1% |
$9.53K - $10.5K
|
1.7K
$580K
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
34New |
$9.26K - $10.2K
|
34
$11.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
33+ 2.14% |
$8.98K - $9.86K
|
1.58K
$537K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
31+ 0.1% |
$8.44K - $9.26K
|
29.8K
$10.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 1.05% |
$8.17K - $8.96K
|
2.89K
$984K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.17% |
$8.17K - $8.96K
|
1.41K
$481K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
29+ 0.47% |
$7.89K - $8.66K
|
6.26K
$2.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
28+ 2.53% |
$7.62K - $8.36K
|
1.14K
$387K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27+ 0.56% |
$7.35K - $8.07K
|
4.89K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
27+ 0.25% |
$7.35K - $8.07K
|
10.7K
$3.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
27+ 10.71% |
$7.35K - $8.07K
|
279
$95K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
26+ 0.23% |
$7.08K - $7.77K
|
11.3K
$3.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
25+ 0.25% |
$6.81K - $7.47K
|
10.1K
$3.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
25+ 0.25% |
$6.81K - $7.47K
|
10.1K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25+ 8.33% |
$6.81K - $7.47K
|
325
$111K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$6.81K - $7.47K
|
25
$8.51K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.13% |
$6.81K - $7.47K
|
2.24K
$763K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
24+ 2.67% |
$6.53K - $7.17K
|
924
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
24+ 0.25% |
$6.53K - $7.17K
|
9.73K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
22New |
$5.99K - $6.57K
|
22
$7.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.16% |
$5.99K - $6.57K
|
13.6K
$4.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.19% |
$5.99K - $6.57K
|
11.8K
$4.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 0.24% |
$5.72K - $6.27K
|
8.63K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21+ 0.59% |
$5.72K - $6.27K
|
3.58K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.06% |
$5.72K - $6.27K
|
36.2K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19New |
$5.17K - $5.68K
|
19
$6.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
18+ 0.1% |
$4.9K - $5.38K
|
17.3K
$5.88M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 2.97% |
$4.63K - $5.08K
|
590
$201K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
17+ 0.35% |
$4.63K - $5.08K
|
4.93K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
17+ 2.35% |
$4.63K - $5.08K
|
740
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16+ 2.23% |
$4.36K - $4.78K
|
733
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$4.36K - $4.78K
|
16
$5.45K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.46% |
$3.81K - $4.18K
|
3.06K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.19% |
$3.54K - $3.88K
|
6.85K
$2.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
13+ 0.3% |
$3.54K - $3.88K
|
4.4K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
13+ 0.17% |
$3.54K - $3.88K
|
7.53K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12+ 0.23% |
$3.27K - $3.58K
|
5.17K
$1.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.06% |
$3.27K - $3.58K
|
19.8K
$6.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
11+ 0.87% |
$2.99K - $3.29K
|
1.27K
$433K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
10+ 0.25% |
$2.72K - $2.99K
|
4.03K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10+ 0.55% |
$2.72K - $2.99K
|
1.82K
$620K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 1.82% |
$2.72K - $2.99K
|
560
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.23% |
$2.72K - $2.99K
|
4.29K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9+ 0.28% |
$2.45K - $2.69K
|
3.19K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9+ 0.26% |
$2.45K - $2.69K
|
3.45K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.67% |
$2.45K - $2.69K
|
1.36K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.26% |
$2.18K - $2.39K
|
3.13K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
8+ 0.14% |
$2.18K - $2.39K
|
5.79K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
8+ 0.24% |
$2.18K - $2.39K
|
3.28K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.77% |
$2.18K - $2.39K
|
1.04K
$355K
|