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 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
15+ 0.26% |
$4.67K - $5.03K
|
5.81K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$4.04K - $4.36K
|
19.8K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.41% |
$4.04K - $4.36K
|
3.21K
$996K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$3.73K - $4.03K
|
95.9K
$29.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$3.42K - $3.69K
|
10.3K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11+ 0.52% |
$3.42K - $3.69K
|
2.14K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$3.42K - $3.69K
|
2.53K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.42K - $3.69K
|
3.47K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
11New |
$3.42K - $3.69K
|
11
$3.42K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.33% |
$3.42K - $3.69K
|
3.32K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.31% |
$3.11K - $3.36K
|
3.21K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.3% |
$3.11K - $3.36K
|
3.3K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$3.11K - $3.36K
|
10
$3.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 1.33% |
$3.11K - $3.36K
|
760
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.03% |
$3.11K - $3.36K
|
29.9K
$9.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$3.11K - $3.36K
|
6.69K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.32% |
$3.11K - $3.36K
|
3.15K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.4% |
$2.8K - $3.02K
|
2.26K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 0.02% |
$2.8K - $3.02K
|
43.1K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$2.8K - $3.02K
|
2.39K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$2.49K - $2.69K
|
3.15K
$978K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.3% |
$2.49K - $2.69K
|
2.67K
$829K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8+ 0.44% |
$2.49K - $2.69K
|
1.82K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.18K - $2.35K
|
4.96K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.31% |
$2.18K - $2.35K
|
2.25K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.31% |
$2.18K - $2.35K
|
2.25K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
6+ 0.36% |
$1.87K - $2.01K
|
1.69K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.28% |
$1.87K - $2.01K
|
2.12K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.3% |
$1.87K - $2.01K
|
2.02K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.86% |
$1.87K - $2.01K
|
701
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6New |
$1.87K - $2.01K
|
6
$1.86K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.86% |
$1.87K - $2.01K
|
700
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.31% |
$1.56K - $1.68K
|
1.62K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 0.15% |
$1.56K - $1.68K
|
3.28K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.56K - $1.68K
|
1.84K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.32% |
$1.24K - $1.34K
|
1.27K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.34% |
$1.24K - $1.34K
|
1.17K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.06% |
$1.24K - $1.34K
|
6.91K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.24K - $1.34K
|
1.83K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.32% |
$1.24K - $1.34K
|
1.27K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.16% |
$1.24K - $1.34K
|
2.44K
$756K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.24K - $1.34K
|
1.75K
$544K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.32% |
$933 - $1.01K
|
927
$288K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$933 - $1.01K
|
1.05K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.36% |
$933 - $1.01K
|
834
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.29% |
$933 - $1.01K
|
1.03K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.08% |
$933 - $1.01K
|
3.76K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.26% |
$933 - $1.01K
|
1.14K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.31% |
$933 - $1.01K
|
977
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.03% |
$933 - $1.01K
|
9.53K
$2.96M
|