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 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-464- 4.11% |
$126K - $158K
|
10.8K
$3.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 16.87% |
$128K - $160K
|
2.32K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-481- 1.33% |
$131K - $163K
|
35.7K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-493- 3.61% |
$134K - $167K
|
13.2K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-547- 1.47% |
$149K - $186K
|
36.7K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-570- 17.25% |
$155K - $194K
|
2.74K
$945K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583- 5.06% |
$159K - $198K
|
11K
$3.78M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-600- 46.37% |
$163K - $204K
|
694
$240K
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-626- 18.47% |
$170K - $213K
|
2.76K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-635- 2.19% |
$173K - $216K
|
28.3K
$9.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-647- 51.19% |
$176K - $220K
|
617
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-676- 0.79% |
$184K - $230K
|
85.2K
$29.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-705- 2.07% |
$192K - $239K
|
33.3K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-708- 12.98% |
$193K - $240K
|
4.75K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-750- 5.89% |
$204K - $255K
|
12K
$4.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-804- 0.91% |
$219K - $273K
|
87.3K
$30.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 0.78% |
$229K - $285K
|
107K
$37M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-861- 6.89% |
$235K - $292K
|
11.6K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-865- 0.42% |
$236K - $294K
|
207K
$71.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-943- 5.73% |
$257K - $320K
|
15.5K
$5.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.01K- 1.3% |
$274K - $342K
|
76.5K
$26.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.05K- 1.36% |
$286K - $357K
|
76.3K
$26.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.06K- 18.52% |
$287K - $358K
|
4.64K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 3.26% |
$325K - $406K
|
35.5K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.63% |
$407K - $508K
|
39.7K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.71K- 12.28% |
$466K - $581K
|
12.2K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.83K- 16.37% |
$499K - $622K
|
9.36K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.89K- 11.9% |
$514K - $640K
|
14K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.38K- 1.36% |
$648K - $809K
|
172K
$59.5M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.41K- 2.01% |
$656K - $818K
|
117K
$40.5M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2.67K- 9.02% |
$728K - $907K
|
27K
$9.32M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-3.01K- 19.06% |
$820K - $1.02M
|
12.8K
$4.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.02K- 62.86% |
$821K - $1.02M
|
1.78K
$616K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.26K- 27.79% |
$889K - $1.11M
|
8.48K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.66K- 6.06% |
$996K - $1.24M
|
56.7K
$19.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.68K- 49.16% |
$1M - $1.25M
|
3.81K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.83K- 1.7% |
$1.04M - $1.3M
|
221K
$76.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.29K- 4.27% |
$1.44M - $1.8M
|
118K
$40.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.14K- 51.36% |
$1.94M - $2.42M
|
6.76K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.14K- 3.64% |
$2.22M - $2.76M
|
215K
$74.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.1K- 70.53% |
$4.92M - $6.13M
|
7.55K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-29.5K- 3.89% |
$8.03M - $10M
|
729K
$252M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-42K- 8.26% |
$11.4M - $14.3M
|
466K
$161M
|