Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 2025. 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, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
215New |
$58.6K - $73K
|
215
$74.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
205+ 1.02% |
$55.8K - $69.6K
|
20.3K
$7.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
199+ 11.22% |
$54.2K - $67.6K
|
1.97K
$682K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
196+ 19.84% |
$53.4K - $66.6K
|
1.18K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
190+ 3.48% |
$51.7K - $64.5K
|
5.64K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
177+ 19.05% |
$48.2K - $60.1K
|
1.11K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 10.39% |
$47.4K - $59.1K
|
1.85K
$639K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
165+ 10.1% |
$44.9K - $56K
|
1.8K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
158New |
$43K - $53.7K
|
158
$54.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
144+ 26.52% |
$39.2K - $48.9K
|
687
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
129New |
$35.1K - $43.8K
|
129
$44.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
129+ 7.34% |
$35.1K - $43.8K
|
1.89K
$652K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
125+ 0.97% |
$34K - $42.4K
|
13K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
93+ 0.27% |
$25.3K - $31.6K
|
34.8K
$12M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
92+ 1.49% |
$25.1K - $31.2K
|
6.27K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
85+ 1.02% |
$23.2K - $28.9K
|
8.4K
$2.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
83+ 4.84% |
$22.6K - $28.2K
|
1.8K
$622K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 6.23% |
$19.9K - $24.8K
|
1.25K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66+ 0.66% |
$18K - $22.4K
|
10.1K
$3.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
60+ 6.32% |
$16.3K - $20.4K
|
1.01K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
57+ 6.46% |
$15.5K - $19.4K
|
939
$325K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54+ 0.02% |
$14.7K - $18.3K
|
304K
$105M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49+ 7.41% |
$13.3K - $16.6K
|
710
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46+ 2.82% |
$12.5K - $15.6K
|
1.68K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
43+ 0.31% |
$11.7K - $14.6K
|
14K
$4.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.24% |
$9.8K - $12.2K
|
15K
$5.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 1.02% |
$8.17K - $10.2K
|
2.97K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
29New |
$7.9K - $9.85K
|
29
$10K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28+ 0.56% |
$7.63K - $9.51K
|
5K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26+ 1.21% |
$7.08K - $8.83K
|
2.18K
$753K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
26+ 0.25% |
$7.08K - $8.83K
|
10.2K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.25% |
$6.81K - $8.49K
|
9.96K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.7% |
$5.17K - $6.45K
|
2.74K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15New |
$4.09K - $5.09K
|
15
$5.18K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.05% |
$2.72K - $3.4K
|
19.8K
$6.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
10+ 0.67% |
$2.72K - $3.4K
|
1.5K
$518K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9+ 0.18% |
$2.45K - $3.06K
|
5.13K
$1.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.19% |
$2.45K - $3.06K
|
4.63K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$2.45K - $3.06K
|
6.71K
$2.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8+ 0.1% |
$2.18K - $2.72K
|
8.11K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
8+ 1.52% |
$2.18K - $2.72K
|
536
$185K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.26K
$782K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.17% |
$1.63K - $2.04K
|
3.63K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.25K
$778K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$1.36K - $1.7K
|
4.79K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.07% |
$1.36K - $1.7K
|
7.15K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.36K - $1.7K
|
1.85K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.19% |
$1.09K - $1.36K
|
2.15K
$741K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.09K - $1.36K
|
1.63K
$564K
|