Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
395
+ 2.11%
$123K - $133K
19.1K $6.34M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
380
New
$118K - $128K
380 $126K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
378
+ 12.73%
$118K - $127K
3.35K $1.11M
Jan 10, 2025 Q4 2024
Rmr Wealth Builders

BUY
 -
350
+ 27.01%
$109K - $117K
1.65K $547K
Jan 31, 2025 Q4 2024
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
348
+ 4.6%
$108K - $117K
7.92K $2.63M
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
301
+ 2.04%
$93.6K - $101K
15.1K $5M
Jan 28, 2025 Q4 2024
West End Advisors, LLC

BUY
 -
264
+ 33.8%
$82.1K - $88.6K
1.05K $347K
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
245
New
$76.2K - $82.2K
245 $81.4K
Jan 14, 2025 Q4 2024
Trust CO

BUY
 -
241
+ 0.54%
$75K - $80.9K
45.2K $15M
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
222
New
$69.1K - $74.5K
222 $73.7K
Jan 14, 2025 Q4 2024
Acropolis Investment Management, LLC

BUY
 -
206
+ 2.8%
$64.1K - $69.1K
7.56K $2.51M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
198
+ 1.57%
$61.6K - $66.5K
12.8K $4.25M
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
191
+ 0.74%
$59.4K - $64.1K
25.9K $8.62M
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
189
+ 2.39%
$58.8K - $63.4K
8.11K $2.69M
Jan 29, 2025 Q4 2024
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
182
+ 5.14%
$56.6K - $61.1K
3.72K $1.24M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
168
+ 4.6%
$52.3K - $56.4K
3.82K $1.27M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
161
+ 2.93%
$50.1K - $54K
5.66K $1.88M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
158
New
$49.2K - $53K
158 $52.5K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
157
+ 0.7%
$48.8K - $52.7K
22.5K $7.46M
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
149
+ 3.2%
$46.4K - $50K
4.81K $1.6M
Jan 08, 2025 Q4 2024
First Hawaiian Bank

BUY
 -
148
+ 0.64%
$46K - $49.7K
23.3K $7.72M
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
141
+ 16.51%
$43.9K - $47.3K
995 $330K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
139
New
$43.2K - $46.7K
139 $46.2K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
122
New
$38K - $40.9K
122 $40.5K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
116
New
$36.1K - $38.9K
116 $38.5K
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
114
New
$35.5K - $38.3K
114 $37.9K
Jan 28, 2025 Q4 2024
17 Capital Partners, LLC

BUY
 -
102
+ 2.38%
$31.7K - $34.2K
4.39K $1.46M
Jan 16, 2025 Q4 2024
Alpha Cubed Investments, LLC

BUY
 -
98
+ 1.36%
$30.5K - $32.9K
7.31K $2.43M
Jan 29, 2025 Q4 2024
Capital Advisors Inc

BUY
 -
96
+ 10.5%
$29.9K - $32.2K
1.01K $335K
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
94
+ 6.95%
$29.2K - $31.6K
1.45K $481K
Jan 28, 2025 Q4 2024
Northstar Group, Inc.

BUY
 -
75
+ 3.06%
$23.3K - $25.2K
2.53K $840K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
73
+ 0.72%
$22.7K - $24.5K
10.2K $3.4M
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
72
+ 38.92%
$22.4K - $24.2K
257 $85.4K
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
60
+ 0.16%
$18.7K - $20.1K
37.8K $12.6M
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
51
+ 2.68%
$15.9K - $17.1K
1.95K $648K
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
51
+ 6.2%
$15.9K - $17.1K
874 $290K
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
49
+ 4.9%
$15.2K - $16.4K
1.05K $348K
Jan 28, 2025 Q4 2024
Moser Wealth Advisors, LLC

BUY
 -
46
+ 2.62%
$14.3K - $15.4K
1.8K $599K
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
44
+ 5.37%
$13.7K - $14.8K
863 $287K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
43
+ 2.56%
$13.4K - $14.4K
1.73K $573K
Jan 30, 2025 Q4 2024
Ellis Investment Partners, LLC

BUY
 -
40
+ 0.43%
$12.4K - $13.4K
9.38K $3.12M
Jan 28, 2025 Q4 2024
Windsor Capital Management, LLC

BUY
 -
39
+ 5.91%
$12.1K - $13.1K
699 $232K
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
34
+ 4.11%
$10.6K - $11.4K
862 $286K
Jan 29, 2025 Q4 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
30
+ 0.27%
$9.33K - $10.1K
11.1K $3.68M
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
29
+ 3.01%
$9.02K - $9.73K
994 $330K
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
24
+ 0.49%
$7.47K - $8.06K
4.94K $1.64M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
23
+ 0.43%
$7.16K - $7.72K
5.42K $1.8M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
22
+ 2.08%
$6.84K - $7.38K
1.08K $358K
Jan 14, 2025 Q4 2024
Capital Advisors Wealth Management, LLC

BUY
 -
20
+ 1.79%
$6.22K - $6.71K
1.14K $378K

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