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 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-220- 6.66% |
$59.9K - $65.7K
|
3.08K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-224- 5.68% |
$61K - $66.9K
|
3.72K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Scharf Investments, LLC
|
SELL
|
- |
-231- 17.1% |
$62.9K - $69K
|
1.12K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-234- 10.46% |
$63.7K - $69.9K
|
2K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-240- 1.35% |
$65.3K - $71.7K
|
17.5K
$5.83M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-242- 9.25% |
$65.9K - $72.3K
|
2.37K
$788K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-247- 2.02% |
$67.2K - $73.8K
|
12K
$3.97M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-248- 28.54% |
$67.5K - $74.1K
|
621
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-251- 1.44% |
$68.3K - $75K
|
17.2K
$5.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-256- 9.12% |
$69.7K - $76.5K
|
2.55K
$847K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-257- 4.36% |
$70K - $76.8K
|
5.64K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-259- 2.04% |
$70.5K - $77.4K
|
12.4K
$4.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-265- 4.98% |
$72.1K - $79.2K
|
5.06K
$1.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-275- 3.08% |
$74.9K - $82.1K
|
8.65K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-280- 1.64% |
$76.2K - $83.6K
|
16.8K
$5.59M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-285- 4.78% |
$77.6K - $85.1K
|
5.68K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-287- 2.51% |
$78.1K - $85.7K
|
11.2K
$3.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-291- 1.51% |
$79.2K - $86.9K
|
18.9K
$6.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-293- 3.75% |
$79.8K - $87.5K
|
7.52K
$2.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-296- 0.07% |
$80.6K - $88.4K
|
406K
$135M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-298- 0.98% |
$81.1K - $89K
|
30.2K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-305- 2.04% |
$83K - $91.1K
|
14.7K
$4.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-313- 2.1% |
$85.2K - $93.5K
|
14.6K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-314- 23.02% |
$85.5K - $93.8K
|
1.05K
$349K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-315- 15.97% |
$85.7K - $94.1K
|
1.66K
$551K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-315- 4.4% |
$85.7K - $94.1K
|
6.84K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-323- 0.35% |
$87.9K - $96.5K
|
92.2K
$30.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-329- 8.29% |
$89.6K - $98.3K
|
3.64K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-335- 4.33% |
$91.2K - $100K
|
7.41K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-337- 2.25% |
$91.7K - $101K
|
14.6K
$4.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-338- 3.67% |
$92K - $101K
|
8.86K
$2.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-342- 0.45% |
$93.1K - $102K
|
75.3K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-346- 13.15% |
$94.2K - $103K
|
2.29K
$759K
|
|
|
Dec 12, 2024
Q2 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-350- 20.83% |
$95.3K - $105K
|
1.33K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-350- 19.44% |
$95.3K - $105K
|
1.45K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-351- 2.32% |
$95.5K - $105K
|
14.8K
$4.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 0.31% |
$95.8K - $105K
|
113K
$37.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-361- 1.76% |
$98.3K - $108K
|
20.2K
$6.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-364- 1.02% |
$99.1K - $109K
|
35.3K
$11.7M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-372- 16.16% |
$101K - $111K
|
1.93K
$641K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-378- 1.4% |
$103K - $113K
|
26.7K
$8.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-381- 11.5% |
$104K - $114K
|
2.93K
$973K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-385- 0.57% |
$105K - $115K
|
67.7K
$22.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-393- 4.36% |
$107K - $117K
|
8.62K
$2.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-400- 25.36% |
$109K - $119K
|
1.18K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-404- 4.43% |
$110K - $121K
|
8.71K
$2.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-404- 11.71% |
$110K - $121K
|
3.05K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-411- 3.24% |
$112K - $123K
|
12.3K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-414- 20.79% |
$113K - $124K
|
1.58K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-420- 2.35% |
$114K - $125K
|
17.5K
$5.8M
|