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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-42- 6.3% |
$13.1K - $14.1K
|
625
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-44- 0.17% |
$13.7K - $14.8K
|
25.2K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-45- 1.03% |
$14K - $15.1K
|
4.34K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-46- 0.66% |
$14.3K - $15.4K
|
6.91K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-47- 0.62% |
$14.6K - $15.8K
|
7.53K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-48- 0.25% |
$14.9K - $16.1K
|
18.8K
$6.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-50- 5.61% |
$15.6K - $16.8K
|
841
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$739K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.23% |
$15.6K - $16.8K
|
22.1K
$7.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-50- 2.42% |
$15.6K - $16.8K
|
2.02K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-51- 2.46% |
$15.9K - $17.1K
|
2.03K
$671K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 3.85% |
$17.1K - $18.5K
|
1.38K
$455K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 1.21% |
$17.7K - $19.1K
|
4.65K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-57- 0.07% |
$17.7K - $19.1K
|
82.3K
$27.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-57- 0.68% |
$17.7K - $19.1K
|
8.33K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60- 0.53% |
$18.7K - $20.1K
|
11.3K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-61- 9.34% |
$19K - $20.5K
|
592
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-62- 0.57% |
$19.3K - $20.8K
|
10.9K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-65- 2.8% |
$20.2K - $21.8K
|
2.26K
$747K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 8.99% |
$20.2K - $21.8K
|
658
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-68- 4.96% |
$21.2K - $22.8K
|
1.3K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.93% |
$21.2K - $22.8K
|
3.46K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-69- 1.22% |
$21.5K - $23.2K
|
5.57K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.08% |
$22.1K - $23.8K
|
3.35K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 75.79% |
$22.4K - $24.2K
|
23
$7.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-74- 7.41% |
$23K - $24.8K
|
924
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-75- 1.53% |
$23.3K - $25.2K
|
4.84K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-76- 3.3% |
$23.6K - $25.5K
|
2.22K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-76- 7.64% |
$23.6K - $25.5K
|
919
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-77- 7.07% |
$24K - $25.8K
|
1.01K
$335K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-78- 5.92% |
$24.3K - $26.2K
|
1.24K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-80- 3.88% |
$24.9K - $26.9K
|
1.98K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-80- 10.61% |
$24.9K - $26.9K
|
674
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-80- 0.52% |
$24.9K - $26.9K
|
15.3K
$5.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-82- 3.13% |
$25.5K - $27.5K
|
2.54K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-83- 1.2% |
$25.8K - $27.9K
|
6.86K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-84- 1.63% |
$26.1K - $28.2K
|
5.08K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-89- 3.2% |
$27.7K - $29.9K
|
2.69K
$892K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-89- 1.43% |
$27.7K - $29.9K
|
6.13K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-90- 0.67% |
$28K - $30.2K
|
13.4K
$4.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 93.75% |
$28K - $30.2K
|
6
$1.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-93- 4.26% |
$28.9K - $31.2K
|
2.09K
$693K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-95- 4.97% |
$29.6K - $31.9K
|
1.82K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 5.74% |
$29.6K - $31.9K
|
1.56K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 6.38% |
$29.9K - $32.2K
|
1.41K
$466K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-100- 7.52% |
$31.1K - $33.6K
|
1.23K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 25.58% |
$31.1K - $33.6K
|
291
$96.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 2.57% |
$31.7K - $34.2K
|
3.87K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-104- 3.22% |
$32.4K - $34.9K
|
3.12K
$1.03M
|