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 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
387+ 0.57% |
$105K - $116K
|
67.8K
$22.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
381+ 14.36% |
$104K - $114K
|
3.03K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
375+ 5.6% |
$102K - $112K
|
7.08K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
354+ 0.95% |
$96.4K - $106K
|
37.8K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
335+ 10.32% |
$91.2K - $100K
|
3.58K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
333+ 4.47% |
$90.6K - $99.5K
|
7.78K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
333+ 2.12% |
$90.6K - $99.5K
|
16.1K
$5.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
332+ 9.9% |
$90.4K - $99.2K
|
3.68K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
323+ 28.31% |
$87.9K - $96.5K
|
1.46K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
320New |
$87.1K - $95.6K
|
320
$107K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
315+ 10.67% |
$85.7K - $94.1K
|
3.27K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
291+ 291.0% |
$79.2K - $86.9K
|
391
$131K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
290+ 0.6% |
$78.9K - $86.6K
|
48.9K
$16.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
290+ 4.53% |
$78.9K - $86.6K
|
6.7K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
283+ 1.55% |
$77K - $84.5K
|
18.6K
$6.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
282+ 19.26% |
$76.8K - $84.2K
|
1.75K
$586K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
260New |
$70.8K - $77.7K
|
260
$87.3K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
242+ 6.3% |
$65.9K - $72.3K
|
4.08K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
242+ 42.01% |
$65.9K - $72.3K
|
818
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
240+ 0.67% |
$65.3K - $71.7K
|
36.3K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
231+ 14.24% |
$62.9K - $69K
|
1.85K
$622K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
224+ 18.67% |
$61K - $66.9K
|
1.42K
$478K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
223+ 12.39% |
$60.7K - $66.6K
|
2.02K
$679K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
222+ 462.5% |
$60.4K - $66.3K
|
270
$90.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
221+ 4.05% |
$60.2K - $66K
|
5.68K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
215+ 1.4% |
$58.5K - $64.2K
|
15.6K
$5.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
208+ 0.23% |
$56.6K - $62.1K
|
90.9K
$30.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
208+ 13.11% |
$56.6K - $62.1K
|
1.79K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
203+ 10.24% |
$55.3K - $60.6K
|
2.19K
$734K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
203+ 5.6% |
$55.3K - $60.6K
|
3.83K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
201+ 13.28% |
$54.7K - $60K
|
1.72K
$576K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
197+ 13.0% |
$53.6K - $58.8K
|
1.71K
$575K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 3.74% |
$50.1K - $55K
|
5.1K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
183+ 0.21% |
$49.8K - $54.7K
|
86.8K
$29.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181New |
$49.3K - $54.1K
|
181
$60.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
180+ 8.26% |
$49K - $53.8K
|
2.36K
$792K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
180+ 21.69% |
$49K - $53.8K
|
1.01K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
180+ 19.82% |
$49K - $53.8K
|
1.09K
$365K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
164+ 1.94% |
$44.6K - $49K
|
8.64K
$2.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
156+ 5.7% |
$42.5K - $46.6K
|
2.89K
$972K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
151+ 0.33% |
$41.1K - $45.1K
|
45.9K
$15.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
150+ 1.0% |
$40.8K - $44.8K
|
15.1K
$5.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
150New |
$40.8K - $44.8K
|
150
$50.4K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
147+ 3.29% |
$40K - $43.9K
|
4.62K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
144+ 3.05% |
$39.2K - $43K
|
4.86K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
142+ 0.78% |
$38.7K - $42.4K
|
18.4K
$6.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
140+ 4.13% |
$38.1K - $41.8K
|
3.53K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
137+ 9.21% |
$37.3K - $40.9K
|
1.63K
$546K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
133+ 0.18% |
$36.2K - $39.7K
|
75.9K
$25.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
131+ 12.86% |
$35.7K - $39.1K
|
1.15K
$386K
|