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 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-23- 2.69% |
$7.16K - $7.72K
|
832
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24- 0.9% |
$7.47K - $8.06K
|
2.63K
$761K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-24- 1.1% |
$7.47K - $8.06K
|
2.15K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.08% |
$7.78K - $8.39K
|
29.5K
$8.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 0.55% |
$7.78K - $8.39K
|
4.52K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-25- 1.02% |
$7.78K - $8.39K
|
2.42K
$699K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-28- 1.0% |
$8.71K - $9.4K
|
2.76K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-30- 0.59% |
$9.33K - $10.1K
|
5.04K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.34% |
$9.64K - $10.4K
|
2.29K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 1.57% |
$9.64K - $10.4K
|
1.94K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 1.88% |
$9.64K - $10.4K
|
1.61K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 22.79% |
$9.64K - $10.4K
|
105
$30.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-32- 1.46% |
$9.96K - $10.7K
|
2.16K
$625K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-33- 3.36% |
$10.3K - $11.1K
|
949
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-34- 0.84% |
$10.6K - $11.4K
|
4.01K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35- 2.12% |
$10.9K - $11.7K
|
1.62K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-36- 0.63% |
$11.2K - $12.1K
|
5.69K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.76% |
$11.2K - $12.1K
|
4.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-37- 0.64% |
$11.5K - $12.4K
|
5.76K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-38- 12.06% |
$11.8K - $12.8K
|
277
$80K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-38- 1.53% |
$11.8K - $12.8K
|
2.44K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.86% |
$11.8K - $12.8K
|
4.36K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-39- 2.73% |
$12.1K - $13.1K
|
1.39K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-39- 0.39% |
$12.1K - $13.1K
|
9.98K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-40- 4.72% |
$12.4K - $13.4K
|
808
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.43% |
$12.4K - $13.4K
|
9.29K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 6.98% |
$12.4K - $13.4K
|
533
$154K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-42- 6.3% |
$13.1K - $14.1K
|
625
$181K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-44- 0.17% |
$13.7K - $14.8K
|
25.2K
$7.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-44- 5.12% |
$13.7K - $14.8K
|
816
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-45- 1.03% |
$14K - $15.1K
|
4.34K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-46- 0.66% |
$14.3K - $15.4K
|
6.91K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-47- 0.62% |
$14.6K - $15.8K
|
7.53K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-48- 6.18% |
$14.9K - $16.1K
|
729
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-48- 0.25% |
$14.9K - $16.1K
|
18.8K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-50- 5.61% |
$15.6K - $16.8K
|
841
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-50- 2.42% |
$15.6K - $16.8K
|
2.02K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.23% |
$15.6K - $16.8K
|
22.1K
$6.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-50- 0.81% |
$15.6K - $16.8K
|
6.1K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-51- 2.46% |
$15.9K - $17.1K
|
2.03K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 3.85% |
$17.1K - $18.5K
|
1.38K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-57- 0.07% |
$17.7K - $19.1K
|
82.3K
$23.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-57- 0.68% |
$17.7K - $19.1K
|
8.33K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 1.21% |
$17.7K - $19.1K
|
4.65K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-59- 0.55% |
$18.4K - $19.8K
|
10.7K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60- 0.53% |
$18.7K - $20.1K
|
11.3K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60- 33.33% |
$18.7K - $20.1K
|
120
$34.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-60- 3.46% |
$18.7K - $20.1K
|
1.67K
$483K
|