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 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-48- 0.25% |
$14.9K - $16.1K
|
18.8K
$6.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-50- 2.42% |
$15.6K - $16.8K
|
2.02K
$671K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.23% |
$15.6K - $16.8K
|
22.1K
$7.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 8.99% |
$20.2K - $21.8K
|
658
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.93% |
$21.2K - $22.8K
|
3.46K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-68- 4.96% |
$21.2K - $22.8K
|
1.3K
$433K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-69- 1.22% |
$21.5K - $23.2K
|
5.57K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.08% |
$22.1K - $23.8K
|
3.35K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 75.79% |
$22.4K - $24.2K
|
23
$7.64K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-74- 7.41% |
$23K - $24.8K
|
924
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-76- 7.64% |
$23.6K - $25.5K
|
919
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-76- 3.3% |
$23.6K - $25.5K
|
2.22K
$739K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-80- 0.52% |
$24.9K - $26.9K
|
15.3K
$5.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-82- 3.13% |
$25.5K - $27.5K
|
2.54K
$844K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-83- 1.2% |
$25.8K - $27.9K
|
6.86K
$2.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-84- 1.63% |
$26.1K - $28.2K
|
5.08K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-89- 3.2% |
$27.7K - $29.9K
|
2.69K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 93.75% |
$28K - $30.2K
|
6
$1.99K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-93- 4.26% |
$28.9K - $31.2K
|
2.09K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 5.74% |
$29.6K - $31.9K
|
1.56K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-95- 4.97% |
$29.6K - $31.9K
|
1.82K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 6.38% |
$29.9K - $32.2K
|
1.41K
$468K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-100- 7.52% |
$31.1K - $33.6K
|
1.23K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 25.58% |
$31.1K - $33.6K
|
291
$96.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 2.57% |
$31.7K - $34.2K
|
3.87K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-104- 3.22% |
$32.4K - $34.9K
|
3.12K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-105- 8.97% |
$32.7K - $35.2K
|
1.07K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-107- 4.96% |
$33.3K - $35.9K
|
2.05K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-112- 6.42% |
$34.8K - $37.6K
|
1.63K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-112- 6.65% |
$34.8K - $37.6K
|
1.57K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-118- 15.92% |
$36.7K - $39.6K
|
623
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-122- 0.95% |
$38K - $40.9K
|
12.7K
$4.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-123- 9.65% |
$38.3K - $41.3K
|
1.15K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-132- 5.76% |
$41.1K - $44.3K
|
2.16K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 31.44% |
$41.4K - $44.6K
|
290
$96.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-134- 17.01% |
$41.7K - $45K
|
654
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 11.87% |
$42.3K - $45.6K
|
1.01K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-137- 3.56% |
$42.6K - $46K
|
3.71K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-137- 5.85% |
$42.6K - $46K
|
2.21K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-140- 17.88% |
$43.6K - $47K
|
643
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-145- 7.83% |
$45.1K - $48.7K
|
1.71K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-149- 4.61% |
$46.4K - $50K
|
3.08K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-160- 2.02% |
$49.8K - $53.7K
|
7.76K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-165- 5.15% |
$51.3K - $55.4K
|
3.04K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-165- 0.97% |
$51.3K - $55.4K
|
16.9K
$5.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-166- 1.3% |
$51.6K - $55.7K
|
12.6K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-167- 1.4% |
$52K - $56.1K
|
11.8K
$3.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-169- 0.67% |
$52.6K - $56.7K
|
25K
$8.31M
|