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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.35% |
$588K - $634K
|
78.7K
$26.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2K- 40.0% |
$622K - $671K
|
3K
$994K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.03K- 5.98% |
$632K - $681K
|
31.9K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 5.74% |
$651K - $702K
|
34.3K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.12K- 11.23% |
$659K - $711K
|
16.7K
$5.54M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.22K- 18.3% |
$692K - $746K
|
9.93K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.28K- 5.16% |
$708K - $764K
|
41.8K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 60.77% |
$795K - $858K
|
1.65K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.56K- 1.37% |
$796K - $859K
|
184K
$61.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 2.83% |
$799K - $862K
|
88.1K
$29.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.62K- 0.21% |
$814K - $879K
|
1.22M
$403M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.69K- 23.66% |
$835K - $901K
|
8.66K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.96K- 1.3% |
$922K - $995K
|
225K
$74.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 1.41% |
$959K - $1.03M
|
215K
$71.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.23K- 2.62% |
$1M - $1.08M
|
120K
$39.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3.25K- 1.61% |
$1.01M - $1.09M
|
199K
$65.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.28K- 10.45% |
$1.02M - $1.1M
|
28.1K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.39K- 2.96% |
$1.05M - $1.14M
|
111K
$36.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.54K- 3.28% |
$1.1M - $1.19M
|
105K
$34.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.6K- 50.86% |
$1.12M - $1.21M
|
3.47K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.66K- 1.6% |
$1.14M - $1.23M
|
224K
$74.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.72K- 5.99% |
$1.16M - $1.25M
|
58.4K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.9K- 0.5% |
$1.21M - $1.31M
|
778K
$258M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.97K- 3.07% |
$1.24M - $1.33M
|
125K
$41.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 7.64% |
$1.31M - $1.41M
|
50.8K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-4.24K- 2.37% |
$1.32M - $1.42M
|
175K
$57.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 1.34% |
$1.46M - $1.57M
|
346K
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.72K- 7.48% |
$1.47M - $1.58M
|
58.4K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.09K- 16.47% |
$1.58M - $1.71M
|
25.8K
$8.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.13K- 3.25% |
$1.59M - $1.72M
|
153K
$50.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.65K- 1.1% |
$1.76M - $1.9M
|
508K
$168M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.76K- 54.51% |
$1.79M - $1.93M
|
4.81K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.87K- 1.11% |
$1.83M - $1.97M
|
522K
$173M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.18K- 15.17% |
$1.92M - $2.07M
|
34.6K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6.37K- 1.66% |
$1.98M - $2.14M
|
378K
$125M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.56K- 2.56% |
$2.04M - $2.2M
|
250K
$82.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7.86K- 15.36% |
$2.45M - $2.64M
|
43.3K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.87K- 1.94% |
$2.45M - $2.64M
|
399K
$132M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.86K- 75.52% |
$3.07M - $3.31M
|
3.19K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.91K- 3.1% |
$3.08M - $3.33M
|
310K
$103M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11.6K- 2.26% |
$3.6M - $3.89M
|
502K
$166M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 17.74% |
$3.63M - $3.92M
|
54.2K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-12.8K- 2.16% |
$3.98M - $4.29M
|
580K
$192M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-14.5K- 14.39% |
$4.52M - $4.87M
|
86.4K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20.8K- 72.86% |
$6.47M - $6.98M
|
7.75K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.4K- 14.4% |
$7.58M - $8.18M
|
145K
$48M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.8% |
$7.72M - $8.33M
|
3.08M
$1.02B
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.9K- 25.95% |
$8.07M - $8.71M
|
74K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 1.3% |
$10M - $10.8M
|
2.44M
$807M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-54.3K- 20.53% |
$16.9M - $18.2M
|
210K
$69.6M
|