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 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-118- 15.92% |
$36.7K - $39.6K
|
623
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-120- 0.32% |
$37.3K - $40.3K
|
37.9K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-122- 0.95% |
$38K - $40.9K
|
12.7K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-123- 9.65% |
$38.3K - $41.3K
|
1.15K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-124- 4.9% |
$38.6K - $41.6K
|
2.41K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 1.95% |
$38.9K - $42K
|
6.29K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-131- 8.2% |
$40.8K - $44K
|
1.47K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-132- 5.76% |
$41.1K - $44.3K
|
2.16K
$716K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 31.44% |
$41.4K - $44.6K
|
290
$96.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-133- 0.93% |
$41.4K - $44.6K
|
14.1K
$4.68M
|
|
|
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
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-140- 17.88% |
$43.6K - $47K
|
643
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-145- 0.54% |
$45.1K - $48.7K
|
26.5K
$8.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-145- 7.83% |
$45.1K - $48.7K
|
1.71K
$566K
|
|
|
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
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-165- 0.97% |
$51.3K - $55.4K
|
16.9K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-165- 5.15% |
$51.3K - $55.4K
|
3.04K
$1.01M
|
|
|
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
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-169- 0.67% |
$52.6K - $56.7K
|
25K
$8.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-184- 10.16% |
$57.2K - $61.8K
|
1.63K
$539K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-185- 0.44% |
$57.6K - $62.1K
|
41.4K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.41% |
$60.4K - $65.1K
|
7.85K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-197- 2.12% |
$61.3K - $66.1K
|
9.08K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 21.74% |
$62.2K - $67.1K
|
720
$239K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-208- 0.58% |
$64.7K - $69.8K
|
35.4K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-212- 3.2% |
$66K - $71.2K
|
6.4K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-218- 0.82% |
$67.8K - $73.2K
|
26.5K
$8.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 0.44% |
$70K - $75.5K
|
51.4K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-230- 3.61% |
$71.6K - $77.2K
|
6.15K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-231- 2.67% |
$71.9K - $77.5K
|
8.42K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-241- 1.77% |
$75K - $80.9K
|
13.4K
$4.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-247- 0.41% |
$76.8K - $82.9K
|
60K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-248- 1.68% |
$77.2K - $83.2K
|
14.6K
$4.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-251- 1.46% |
$78.1K - $84.2K
|
16.9K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-262- 26.87% |
$81.5K - $87.9K
|
713
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-267- 7.71% |
$83.1K - $89.6K
|
3.19K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 7.48% |
$83.7K - $90.3K
|
3.33K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-272- 10.96% |
$84.6K - $91.3K
|
2.21K
$733K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-282- 0.36% |
$87.7K - $94.7K
|
77.5K
$25.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 1.27% |
$91.2K - $98.3K
|
22.8K
$7.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-300- 1.79% |
$93.3K - $101K
|
16.5K
$5.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-302- 24.77% |
$94K - $101K
|
917
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-311- 10.09% |
$96.8K - $104K
|
2.77K
$919K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-311- 0.5% |
$96.8K - $104K
|
61.5K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-319- 7.43% |
$99.2K - $107K
|
3.98K
$1.32M
|