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
Feb 14, 2025 Q4 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
67
+ 1.26%
$20.8K - $22.5K
5.39K $1.56M
Feb 14, 2025 Q4 2024
Fayez Sarofim & CO

Houston, TX
BUY
 -
66
+ 10.14%
$20.5K - $22.2K
717 $207K
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
65
New
$20.2K - $21.8K
65 $18.8K
Feb 06, 2025 Q4 2024
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
64
+ 7.92%
$19.9K - $21.5K
872 $252K
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
64
+ 0.63%
$19.9K - $21.5K
10.3K $2.97M
Feb 04, 2025 Q4 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
63
+ 1.62%
$19.6K - $21.1K
3.96K $1.14M
Feb 06, 2025 Q4 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
60
+ 8.88%
$18.7K - $20.1K
736 $213K
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
60
+ 0.76%
$18.7K - $20.1K
7.94K $2.29M
Jan 17, 2025 Q4 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
60
+ 0.16%
$18.7K - $20.1K
37.8K $10.9M
Feb 12, 2025 Q4 2024
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
60
+ 8.63%
$18.7K - $20.1K
755 $218K
Feb 12, 2025 Q4 2024
Mitchell Sinkler & Starr

BUY
 -
55
+ 0.67%
$17.1K - $18.5K
8.3K $2.4M
Feb 13, 2025 Q4 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
54
+ 24.88%
$16.8K - $18.1K
271 $78.3K
Jan 23, 2025 Q4 2024
Calton & Associates, Inc.

BUY
 -
51
+ 6.2%
$15.9K - $17.1K
874 $252K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
51
+ 2.68%
$15.9K - $17.1K
1.95K $564K
Feb 13, 2025 Q4 2024
Investment Counsel CO Of Nevada

Las Vegas, NV
BUY
 -
50
New
$15.6K - $16.8K
50 $14.4K
Feb 05, 2025 Q4 2024
Ifg Advisors, LLC

BUY
 -
50
+ 0.35%
$15.6K - $16.8K
14.5K $4.19M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
49
+ 4.9%
$15.2K - $16.4K
1.05K $303K
Feb 12, 2025 Q4 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
46
+ 4.72%
$14.3K - $15.4K
1.02K $295K
Jan 28, 2025 Q4 2024
Moser Wealth Advisors, LLC

BUY
 -
46
+ 2.62%
$14.3K - $15.4K
1.8K $521K
Feb 07, 2025 Q4 2024
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
44
+ 0.3%
$13.7K - $14.8K
14.9K $4.31M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
44
+ 5.37%
$13.7K - $14.8K
863 $249K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
43
+ 2.56%
$13.4K - $14.4K
1.73K $498K
Jan 30, 2025 Q4 2024
Ellis Investment Partners, LLC

BUY
 -
40
+ 0.43%
$12.4K - $13.4K
9.38K $2.71M
Jan 28, 2025 Q4 2024
Windsor Capital Management, LLC

BUY
 -
39
+ 5.91%
$12.1K - $13.1K
699 $202K
Feb 13, 2025 Q4 2024
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
39
+ 0.65%
$12.1K - $13.1K
6.02K $1.74M
Feb 14, 2025 Q4 2024
Willis Johnson & Associates, Inc.

BUY
 -
38
+ 1.9%
$11.8K - $12.8K
2.04K $588K
Feb 10, 2025 Q4 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
37
+ 0.31%
$11.5K - $12.4K
11.9K $3.43M
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
34
+ 4.11%
$10.6K - $11.4K
862 $249K
Feb 06, 2025 Q4 2024
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
32
+ 0.9%
$9.96K - $10.7K
3.59K $1.04M
Feb 03, 2025 Q4 2024
Lansing Street Advisors

BUY
 -
32
+ 0.32%
$9.96K - $10.7K
10.2K $2.94M
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
32
+ 2.2%
$9.96K - $10.7K
1.49K $430K
Apr 01, 2025 Q4 2024
Lbj Family Wealth Advisors, Ltd.

BUY
 -
31
+ 0.68%
$9.64K - $10.4K
4.61K $1.33M
Jan 29, 2025 Q4 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
30
+ 0.27%
$9.33K - $10.1K
11.1K $3.2M
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
30
New
$9.33K - $10.1K
30 $8.67K
Feb 14, 2025 Q4 2024
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
29
+ 2.44%
$9.02K - $9.73K
1.22K $352K
Jan 21, 2025 Q4 2024
Crescent Grove Advisors, LLC

BUY
 -
29
+ 3.01%
$9.02K - $9.73K
994 $287K
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
27
+ 0.69%
$8.4K - $9.06K
3.93K $1.13M
Feb 06, 2025 Q4 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
26
+ 0.23%
$8.09K - $8.73K
11.4K $3.3M
Feb 13, 2025 Q4 2024
Zacks Investment Management

Chicago, IL
BUY
 -
26
+ 2.22%
$8.09K - $8.73K
1.2K $346K
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
25
+ 0.66%
$7.78K - $8.39K
3.79K $1.09M
Feb 14, 2025 Q4 2024
Family Management Corp

New York, NY
BUY
 -
25
+ 7.14%
$7.78K - $8.39K
375 $108K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
24
+ 0.04%
$7.47K - $8.06K
65.7K $19M
Feb 04, 2025 Q4 2024
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
24
+ 0.24%
$7.47K - $8.06K
9.82K $2.84M
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
24
+ 0.49%
$7.47K - $8.06K
4.94K $1.43M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
23
+ 0.43%
$7.16K - $7.72K
5.42K $1.56M
Feb 13, 2025 Q4 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
22
+ 0.51%
$6.84K - $7.38K
4.32K $1.25M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
22
+ 2.08%
$6.84K - $7.38K
1.08K $311K
Jan 14, 2025 Q4 2024
Capital Advisors Wealth Management, LLC

BUY
 -
20
+ 1.79%
$6.22K - $6.71K
1.14K $329K
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
20
+ 3.05%
$6.22K - $6.71K
675 $195K

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