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
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-117- 1.71% |
$36.4K - $39.3K
|
6.72K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-118- 15.92% |
$36.7K - $39.6K
|
623
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-120- 5.06% |
$37.3K - $40.3K
|
2.25K
$650K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-120- 3.99% |
$37.3K - $40.3K
|
2.89K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-120- 0.32% |
$37.3K - $40.3K
|
37.9K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-122- 0.95% |
$38K - $40.9K
|
12.7K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-123- 9.65% |
$38.3K - $41.3K
|
1.15K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-123- 1.01% |
$38.3K - $41.3K
|
12K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-124- 4.9% |
$38.6K - $41.6K
|
2.41K
$695K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 1.95% |
$38.9K - $42K
|
6.29K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-131- 8.2% |
$40.8K - $44K
|
1.47K
$424K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-132- 5.76% |
$41.1K - $44.3K
|
2.16K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-133- 0.93% |
$41.4K - $44.6K
|
14.1K
$4.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 31.44% |
$41.4K - $44.6K
|
290
$83.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-134- 17.01% |
$41.7K - $45K
|
654
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 11.87% |
$42.3K - $45.6K
|
1.01K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-137- 5.85% |
$42.6K - $46K
|
2.21K
$637K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-137- 3.56% |
$42.6K - $46K
|
3.71K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-140- 17.88% |
$43.6K - $47K
|
643
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-145- 7.83% |
$45.1K - $48.7K
|
1.71K
$493K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-145- 0.54% |
$45.1K - $48.7K
|
26.5K
$7.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-149- 4.61% |
$46.4K - $50K
|
3.08K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-149- 0.82% |
$46.4K - $50K
|
18.1K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-158- 11.13% |
$49.2K - $53K
|
1.26K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-160- 2.02% |
$49.8K - $53.7K
|
7.76K
$2.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-165- 5.15% |
$51.3K - $55.4K
|
3.04K
$878K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-165- 0.97% |
$51.3K - $55.4K
|
16.9K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-166- 1.3% |
$51.6K - $55.7K
|
12.6K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-167- 1.4% |
$52K - $56.1K
|
11.8K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-169- 0.67% |
$52.6K - $56.7K
|
25K
$7.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-172- 9.66% |
$53.5K - $57.7K
|
1.61K
$465K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-174- 0.58% |
$54.1K - $58.4K
|
30K
$8.68M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-180Closed |
$56K - $60.4K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-184- 10.16% |
$57.2K - $61.8K
|
1.63K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-185- 0.44% |
$57.6K - $62.1K
|
41.4K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.41% |
$60.4K - $65.1K
|
7.85K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-197- 2.12% |
$61.3K - $66.1K
|
9.08K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 21.74% |
$62.2K - $67.1K
|
720
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.69% |
$62.2K - $67.1K
|
1.87K
$539K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-208- 0.58% |
$64.7K - $69.8K
|
35.4K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-212- 3.2% |
$66K - $71.2K
|
6.4K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-212- 6.05% |
$66K - $71.2K
|
3.29K
$951K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-218- 0.82% |
$67.8K - $73.2K
|
26.5K
$7.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 0.44% |
$70K - $75.5K
|
51.4K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-230- 1.28% |
$71.6K - $77.2K
|
17.7K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-230- 3.61% |
$71.6K - $77.2K
|
6.15K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-231- 2.67% |
$71.9K - $77.5K
|
8.42K
$2.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-241- 1.77% |
$75K - $80.9K
|
13.4K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 0.59% |
$76.5K - $82.6K
|
41.5K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-247- 1.0% |
$76.8K - $82.9K
|
24.5K
$7.08M
|