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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-425- 8.07% |
$116K - $127K
|
4.84K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-428- 0.38% |
$117K - $128K
|
113K
$37.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-442- 2.09% |
$120K - $132K
|
20.7K
$6.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-450- 12.25% |
$122K - $134K
|
3.22K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-467- 0.52% |
$127K - $140K
|
89.9K
$29.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-483- 0.89% |
$131K - $144K
|
54K
$17.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-490- 4.57% |
$133K - $146K
|
10.2K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 3.37% |
$136K - $149K
|
14.3K
$4.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 6.77% |
$136K - $149K
|
6.89K
$2.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-504- 12.02% |
$137K - $151K
|
3.69K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-511- 29.9% |
$139K - $153K
|
1.2K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-516- 1.18% |
$140K - $154K
|
43.1K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-525- 4.97% |
$143K - $157K
|
10K
$3.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-537- 20.13% |
$146K - $160K
|
2.13K
$707K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-543- 6.28% |
$148K - $162K
|
8.11K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-554- 1.29% |
$151K - $165K
|
42.3K
$14.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-555- 30.31% |
$151K - $166K
|
1.28K
$424K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-556- 19.32% |
$151K - $166K
|
2.32K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-557- 1.47% |
$152K - $166K
|
37.4K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-571- 2.18% |
$155K - $171K
|
25.6K
$8.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-586- 0.87% |
$160K - $175K
|
66.6K
$22.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-587- 1.95% |
$160K - $175K
|
29.5K
$9.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-587- 32.41% |
$160K - $175K
|
1.22K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-593- 46.55% |
$161K - $177K
|
681
$226K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-616- 0.3% |
$168K - $184K
|
202K
$66.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-622- 3.66% |
$169K - $186K
|
16.4K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-626- 5.56% |
$170K - $187K
|
10.6K
$3.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-644- 6.72% |
$175K - $192K
|
8.95K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-654- 6.2% |
$178K - $195K
|
9.9K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-675- 8.19% |
$184K - $202K
|
7.57K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-682- 0.16% |
$186K - $204K
|
418K
$139M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-700- 22.54% |
$191K - $209K
|
2.41K
$799K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-716- 2.52% |
$195K - $214K
|
27.7K
$9.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-716- 0.97% |
$195K - $214K
|
73.4K
$24.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-734- 3.41% |
$200K - $219K
|
20.8K
$6.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-741- 0.31% |
$202K - $221K
|
241K
$80.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-784- 3.01% |
$213K - $234K
|
25.3K
$8.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-799- 8.07% |
$217K - $239K
|
9.11K
$3.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-809- 2.35% |
$220K - $242K
|
33.6K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-826- 47.83% |
$225K - $247K
|
901
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-842- 1.77% |
$229K - $252K
|
46.7K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-855- 9.76% |
$233K - $255K
|
7.9K
$2.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-856- 1.09% |
$233K - $256K
|
77.8K
$25.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-857- 88.72% |
$233K - $256K
|
109
$36.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-891- 8.75% |
$243K - $266K
|
9.29K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-901- 2.91% |
$245K - $269K
|
30.1K
$9.98M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-901- 15.68% |
$245K - $269K
|
4.85K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-934- 20.12% |
$254K - $279K
|
3.71K
$1.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-934- 1.38% |
$254K - $279K
|
66.8K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-944- 0.24% |
$257K - $282K
|
396K
$132M
|