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 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 148.99% |
$1.66M - $1.79M
|
8.89K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.3K+ 60.46% |
$1.65M - $1.78M
|
14.1K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.19K+ 34566.67% |
$1.61M - $1.74M
|
5.2K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.99K+ 1.75% |
$1.55M - $1.67M
|
289K
$83.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.96K+ 20.69% |
$1.54M - $1.66M
|
28.9K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.74KNew |
$1.47M - $1.59M
|
4.74K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.59K+ 185.07% |
$1.43M - $1.54M
|
7.07K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 5.37% |
$1.4M - $1.51M
|
88.2K
$25.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.41K+ 6.09% |
$1.37M - $1.48M
|
76.8K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.16K+ 650.31% |
$1.29M - $1.4M
|
4.8K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.02K+ 22.98% |
$1.25M - $1.35M
|
21.5K
$6.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$1.23M - $1.33M
|
3.97K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.92K+ 91.09% |
$1.22M - $1.31M
|
8.21K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.88KNew |
$1.21M - $1.3M
|
3.88K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.86KNew |
$1.2M - $1.3M
|
3.86K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.73K+ 7.75% |
$1.16M - $1.25M
|
51.8K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.57KNew |
$1.11M - $1.2M
|
3.57K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.56K+ 4.71% |
$1.11M - $1.19M
|
79.2K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
3.56K+ 35.7% |
$1.11M - $1.19M
|
13.5K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.53K+ 276.9% |
$1.1M - $1.18M
|
4.8K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.51KNew |
$1.09M - $1.18M
|
3.51K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.5K+ 4.72% |
$1.09M - $1.18M
|
77.7K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.48K+ 7.98% |
$1.08M - $1.17M
|
47.1K
$13.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.45K+ 1.12% |
$1.07M - $1.16M
|
311K
$89.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.44K+ 22.64% |
$1.07M - $1.15M
|
18.6K
$5.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.4KNew |
$1.06M - $1.14M
|
3.4K
$982K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.33K+ 342.9% |
$1.04M - $1.12M
|
4.31K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 2.9% |
$1.03M - $1.11M
|
117K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.29K+ 55.94% |
$1.02M - $1.11M
|
9.18K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.29KNew |
$1.02M - $1.11M
|
3.29K
$951K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.23K+ 40.08% |
$1M - $1.08M
|
11.3K
$3.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.19K+ 23.18% |
$992K - $1.07M
|
17K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.19KNew |
$992K - $1.07M
|
3.19K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.16K+ 82.19% |
$982K - $1.06M
|
7K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.12K+ 312100.0% |
$971K - $1.05M
|
3.12K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 2.67% |
$925K - $998K
|
114K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.94K+ 3.34% |
$915K - $987K
|
91K
$26.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.75KNew |
$856K - $924K
|
2.75K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$832K - $898K
|
2.68K
$773K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 0.54% |
$812K - $876K
|
486K
$141M
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.6K+ 1.9% |
$809K - $873K
|
140K
$40.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.56K+ 144.15% |
$797K - $860K
|
4.34K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.56K+ 226.15% |
$796K - $859K
|
3.69K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.46KNew |
$764K - $824K
|
2.46K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$745K - $804K
|
2.4K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 0.47% |
$739K - $797K
|
506K
$146M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.38KNew |
$739K - $797K
|
2.38K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.37K+ 31.34% |
$739K - $797K
|
9.95K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.36K+ 2.24% |
$735K - $793K
|
108K
$31.2M
|