Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
609KNew |
$189M - $204M
|
609K
$202M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
565KNew |
$176M - $190M
|
565K
$187M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
479K+ 32115.97% |
$149M - $161M
|
480K
$159M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
461K+ 4.97% |
$143M - $155M
|
9.74M
$3.23B
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
204K+ 2464.72% |
$63.5M - $68.5M
|
212K
$70.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
84.8KNew |
$26.4M - $28.5M
|
84.8K
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
77.5K+ 5.08% |
$24.1M - $26M
|
1.61M
$532M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
77.5K+ 5.08% |
$24.1M - $26M
|
1.61M
$532M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
54.1KNew |
$16.8M - $18.1M
|
54.1K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50.6K+ 329.51% |
$15.7M - $17M
|
66K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47.7K+ 11.79% |
$14.9M - $16M
|
453K
$150M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
43.4K+ 5.81% |
$13.5M - $14.6M
|
791K
$262M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39.2K+ 3.04% |
$12.2M - $13.2M
|
1.33M
$441M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.3K+ 166.71% |
$11.6M - $12.5M
|
59.6K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.6KNew |
$10.1M - $10.9M
|
32.6K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.9KNew |
$8.69M - $9.38M
|
27.9K
$9.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21.5KNew |
$6.68M - $7.21M
|
21.5K
$7.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.2K+ 211.44% |
$5.99M - $6.46M
|
28.3K
$9.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
18.6K+ 661.79% |
$5.78M - $6.24M
|
21.4K
$7.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
18.3K+ 396.58% |
$5.69M - $6.14M
|
22.9K
$7.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$5.39M - $5.81M
|
17.3K
$5.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
16.5K+ 13.55% |
$5.13M - $5.54M
|
138K
$45.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$3.54M - $3.82M
|
11.4K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11KNew |
$3.43M - $3.7M
|
11K
$3.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.18K+ 5.13% |
$2.86M - $3.08M
|
188K
$62.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
9.08K+ 881.84% |
$2.83M - $3.05M
|
10.1K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.87K+ 75.88% |
$2.76M - $2.98M
|
20.6K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.66K+ 1161.13% |
$2.69M - $2.91M
|
9.41K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.59KNew |
$2.67M - $2.88M
|
8.59K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.56K+ 171.49% |
$2.66M - $2.87M
|
13.6K
$4.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.72K+ 294.99% |
$2.4M - $2.59M
|
10.3K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.68K+ 93.78% |
$2.39M - $2.58M
|
15.9K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.89KNew |
$2.14M - $2.31M
|
6.89K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.83KNew |
$2.13M - $2.29M
|
6.83K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.77K+ 816.02% |
$2.11M - $2.27M
|
7.6K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.28K+ 7.56% |
$1.95M - $2.11M
|
89.4K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.01K+ 3.4% |
$1.87M - $2.02M
|
183K
$60.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 2.95% |
$1.81M - $1.95M
|
203K
$67.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.78KNew |
$1.8M - $1.94M
|
5.78K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.59K+ 3.49% |
$1.74M - $1.88M
|
166K
$55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.53K+ 18.35% |
$1.72M - $1.86M
|
35.7K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 148.99% |
$1.66M - $1.79M
|
8.89K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.3K+ 60.46% |
$1.65M - $1.78M
|
14.1K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.59K+ 185.07% |
$1.43M - $1.54M
|
7.07K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.41K+ 6.09% |
$1.37M - $1.48M
|
76.8K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.92K+ 91.09% |
$1.22M - $1.31M
|
8.21K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.73K+ 7.75% |
$1.16M - $1.25M
|
51.8K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.56K+ 35.7% |
$1.11M - $1.19M
|
13.5K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.53K+ 276.9% |
$1.1M - $1.18M
|
4.8K
$1.59M
|