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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.23% |
$1.63K - $1.79K
|
2.67K
$878K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.16% |
$1.63K - $1.79K
|
3.68K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.09% |
$1.36K - $1.49K
|
5.48K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5+ 0.1% |
$1.36K - $1.49K
|
4.77K
$1.57M
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.22% |
$1.36K - $1.49K
|
2.24K
$737K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
5+ 0.14% |
$1.36K - $1.49K
|
3.56K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$1.36K - $1.49K
|
4.95K
$1.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
5+ 0.09% |
$1.36K - $1.49K
|
5.7K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.11% |
$1.09K - $1.19K
|
3.56K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.24% |
$1.09K - $1.19K
|
1.68K
$554K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.09K - $1.19K
|
4.43K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.19% |
$1.09K - $1.19K
|
2.09K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.28% |
$1.09K - $1.19K
|
1.44K
$474K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.36% |
$1.09K - $1.19K
|
1.1K
$364K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.04% |
$817 - $896
|
6.9K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$817 - $896
|
44.7K
$14.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3+ 0.16% |
$817 - $896
|
1.87K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$817 - $896
|
1.26K
$415K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$817 - $896
|
3
$988
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3+ 0.21% |
$817 - $896
|
1.45K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.07% |
$817 - $896
|
4.2K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3+ 0.11% |
$817 - $896
|
2.76K
$910K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$817 - $896
|
2.43K
$800K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$817 - $896
|
5.26K
$1.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.16% |
$817 - $896
|
1.91K
$628K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.28% |
$544 - $597
|
712
$235K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2+ 0.27% |
$544 - $597
|
756
$249K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.37% |
$544 - $597
|
545
$180K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.05% |
$544 - $597
|
3.75K
$1.24M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.31% |
$544 - $597
|
656
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$544 - $597
|
3.44K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.11% |
$544 - $597
|
1.82K
$601K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.25% |
$544 - $597
|
792
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$544 - $597
|
1.65K
$543K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$544 - $597
|
780
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.21% |
$544 - $597
|
963
$317K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$544 - $597
|
2.11K
$696K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.12% |
$544 - $597
|
1.73K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.21% |
$544 - $597
|
975
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.15% |
$544 - $597
|
1.3K
$427K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.05% |
$544 - $597
|
4.18K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$272 - $299
|
3.23K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$272 - $299
|
1.99K
$655K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$272 - $299
|
1.42K
$469K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$272 - $299
|
2.25K
$740K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$272 - $299
|
1.49K
$492K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.0% |
$272 - $299
|
214K
$70.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.1% |
$272 - $299
|
978
$322K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$272 - $299
|
28.7K
$9.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$272 - $299
|
18.1K
$5.97M
|