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 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.26% |
$1.09K - $1.36K
|
1.53K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4+ 0.11% |
$1.09K - $1.36K
|
3.49K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$817 - $1.02K
|
5.27K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.4% |
$545 - $679
|
507
$175K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$545 - $679
|
1.85K
$641K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.12K
$733K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$545 - $679
|
1.65K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$545 - $679
|
5.01K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.28K
$787K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.07% |
$272 - $340
|
1.37K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
762
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$272 - $340
|
5.55K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$272 - $340
|
820
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $340
|
1.05K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $340
|
828
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.22% |
$272 - $340
|
451
$156K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.98K
$1.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.31K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1- 0.12% |
$272 - $340
|
845
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-4- 0.34% |
$1.09K - $1.36K
|
1.17K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-4- 0.08% |
$1.09K - $1.36K
|
5.03K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-5- 0.3% |
$1.36K - $1.7K
|
1.65K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.18% |
$1.36K - $1.7K
|
2.76K
$953K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.1% |
$1.63K - $2.04K
|
5.76K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6- 0.63% |
$1.63K - $2.04K
|
942
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 19.44% |
$1.91K - $2.38K
|
29
$10K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 1.32% |
$2.72K - $3.4K
|
750
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-13- 0.34% |
$3.54K - $4.41K
|
3.84K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14- 0.8% |
$3.81K - $4.75K
|
1.75K
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-15- 0.23% |
$4.09K - $5.09K
|
6.39K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.4% |
$4.09K - $5.09K
|
1.06K
$366K
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-18- 0.83% |
$4.9K - $6.11K
|
2.14K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-20- 1.87% |
$5.45K - $6.79K
|
1.05K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-20- 0.15% |
$5.45K - $6.79K
|
13K
$4.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-21- 1.92% |
$5.72K - $7.13K
|
1.07K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-21- 2.01% |
$5.72K - $7.13K
|
1.02K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-23- 8.3% |
$6.26K - $7.81K
|
254
$87.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23- 0.14% |
$6.26K - $7.81K
|
16.4K
$5.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-24- 0.82% |
$6.54K - $8.15K
|
2.91K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-25- 1.11% |
$6.81K - $8.49K
|
2.23K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-25- 0.55% |
$6.81K - $8.49K
|
4.54K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-32- 3.91% |
$8.72K - $10.9K
|
787
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-34- 1.38% |
$9.26K - $11.5K
|
2.43K
$839K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.54% |
$10.6K - $13.2K
|
7.14K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-41- 0.56% |
$11.2K - $13.9K
|
7.33K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-41- 2.63% |
$11.2K - $13.9K
|
1.52K
$524K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-43- 5.61% |
$11.7K - $14.6K
|
724
$250K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-43- 0.51% |
$11.7K - $14.6K
|
8.32K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-46- 0.09% |
$12.5K - $15.6K
|
52K
$18M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-47- 3.11% |
$12.8K - $16K
|
1.47K
$507K
|