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 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
739+ 2.97% |
$201K - $221K
|
25.6K
$8.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
728New |
$198K - $217K
|
728
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
728+ 2.07% |
$198K - $217K
|
36K
$12.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
722New |
$197K - $216K
|
722
$242K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
721New |
$196K - $215K
|
721
$242K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
699+ 14.15% |
$190K - $209K
|
5.64K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
697New |
$190K - $208K
|
697
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
695New |
$189K - $208K
|
695
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
694New |
$189K - $207K
|
694
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
693New |
$189K - $207K
|
693
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
693New |
$189K - $207K
|
693
$233K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
692New |
$188K - $207K
|
692
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
692New |
$188K - $207K
|
692
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
691New |
$188K - $206K
|
691
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
690New |
$188K - $206K
|
690
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
688New |
$187K - $206K
|
688
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
685New |
$186K - $205K
|
685
$230K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
680+ 14.66% |
$185K - $203K
|
5.32K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
680+ 0.05% |
$185K - $203K
|
1.44M
$483M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
680New |
$185K - $203K
|
680
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
679+ 23.08% |
$185K - $203K
|
3.62K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
678New |
$185K - $203K
|
678
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
676New |
$184K - $202K
|
676
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
675New |
$184K - $202K
|
675
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
673+ 41.88% |
$183K - $201K
|
2.28K
$766K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
672New |
$183K - $201K
|
672
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
654+ 1.06% |
$178K - $195K
|
62.5K
$21M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
643+ 3.9% |
$175K - $192K
|
17.1K
$5.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
602+ 5.28% |
$164K - $180K
|
12K
$4.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
584+ 18.29% |
$159K - $174K
|
3.78K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
582New |
$158K - $174K
|
582
$195K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
567+ 1.04% |
$154K - $169K
|
55.1K
$18.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
561+ 1.15% |
$153K - $168K
|
49.3K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
551+ 29.95% |
$150K - $165K
|
2.39K
$803K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
549New |
$149K - $164K
|
549
$184K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
525+ 5.95% |
$143K - $157K
|
9.35K
$3.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
509+ 3.01% |
$139K - $152K
|
17.4K
$5.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
486+ 1.85% |
$132K - $145K
|
26.7K
$8.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
481+ 8.91% |
$131K - $144K
|
5.88K
$1.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
481New |
$131K - $144K
|
481
$162K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
476+ 5.41% |
$130K - $142K
|
9.28K
$3.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
450+ 17.58% |
$122K - $134K
|
3.01K
$1.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
434+ 219.19% |
$118K - $130K
|
632
$212K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
432+ 8.63% |
$118K - $129K
|
5.44K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
426+ 0.49% |
$116K - $127K
|
88K
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
404+ 3.98% |
$110K - $121K
|
10.6K
$3.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
401+ 2.41% |
$109K - $120K
|
17K
$5.72M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 1.44% |
$109K - $119K
|
28.2K
$9.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
395+ 0.47% |
$108K - $118K
|
85.3K
$28.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
388+ 0.69% |
$106K - $116K
|
56.6K
$19M
|