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 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-567- 8.46% |
$176K - $190K
|
6.14K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-572- 31.15% |
$178K - $192K
|
1.26K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-572- 6.61% |
$178K - $192K
|
8.08K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-591- 6.54% |
$184K - $198K
|
8.44K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-651- 1.23% |
$203K - $219K
|
52.3K
$17.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-682- 22.32% |
$212K - $229K
|
2.37K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-719- 11.83% |
$224K - $241K
|
5.36K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-730- 1.45% |
$227K - $245K
|
49.6K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-754- 48.87% |
$235K - $253K
|
789
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-782- 10.37% |
$243K - $262K
|
6.76K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-822- 0.56% |
$256K - $276K
|
145K
$48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-850- 11.81% |
$264K - $285K
|
6.35K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-875- 3.19% |
$272K - $294K
|
26.6K
$8.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-920- 1.36% |
$286K - $309K
|
66.9K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-953- 5.08% |
$296K - $320K
|
17.8K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-980- 2.39% |
$305K - $329K
|
40K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-986- 1.42% |
$307K - $331K
|
68.3K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-992- 33.96% |
$309K - $333K
|
1.93K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1K- 5.4% |
$311K - $336K
|
17.5K
$5.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.02K- 0.91% |
$319K - $344K
|
112K
$37M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.03K- 3.54% |
$319K - $344K
|
27.9K
$9.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.04K- 24.0% |
$325K - $350K
|
3.31K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.06K- 9.61% |
$331K - $357K
|
10K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.07K- 24.27% |
$332K - $358K
|
3.33K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 8.37% |
$334K - $360K
|
11.8K
$3.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 0.99% |
$336K - $363K
|
108K
$35.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.13K- 0.99% |
$352K - $380K
|
113K
$37.5M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.14K- 3.16% |
$354K - $382K
|
34.8K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 4.16% |
$360K - $389K
|
26.7K
$8.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 1.85% |
$376K - $405K
|
64K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.29K- 4.13% |
$400K - $431K
|
29.8K
$9.87M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.3K- 32.44% |
$404K - $436K
|
2.71K
$897K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.32K- 15.64% |
$412K - $444K
|
7.14K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 0.53% |
$416K - $448K
|
250K
$82.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.34K- 1.4% |
$416K - $449K
|
93.9K
$31.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.35K- 2.84% |
$421K - $454K
|
46.4K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.37K- 0.98% |
$425K - $458K
|
138K
$45.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.37K- 1.35% |
$427K - $461K
|
101K
$33.4M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 1.15% |
$441K - $476K
|
122K
$40.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.45K- 1.62% |
$451K - $487K
|
87.9K
$29.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 0.92% |
$467K - $504K
|
162K
$53.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.53K- 0.66% |
$474K - $512K
|
229K
$76M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 11.03% |
$492K - $530K
|
12.7K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.64K- 24.19% |
$509K - $549K
|
5.12K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 19.45% |
$510K - $550K
|
6.79K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.66K- 9.0% |
$516K - $557K
|
16.8K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.69K- 76.56% |
$524K - $566K
|
516
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.77K- 16.5% |
$550K - $594K
|
8.95K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.8K- 5.31% |
$558K - $602K
|
32K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.81K- 0.32% |
$562K - $606K
|
570K
$189M
|