Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
472K+ 4.84% |
$143M - $159M
|
10.2M
$3.48B
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
343KNew |
$104M - $116M
|
343K
$117M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
249K+ 26.64% |
$75.4M - $84.2M
|
1.19M
$404M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
243K+ 176.0% |
$73.6M - $82.1M
|
382K
$130M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
236K+ 30.44% |
$71.3M - $79.6M
|
1.01M
$344M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
149K+ 224.94% |
$45.1M - $50.3M
|
215K
$73.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
138K+ 95.45% |
$41.8M - $46.7M
|
283K
$96.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
138K+ 30586.06% |
$41.8M - $46.7M
|
139K
$47.2M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
90.6KNew |
$27.4M - $30.6M
|
90.6K
$30.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
88.4K+ 5.51% |
$26.7M - $29.9M
|
1.69M
$577M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
88.4K+ 5.51% |
$26.7M - $29.9M
|
1.69M
$577M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78K+ 81.35% |
$23.6M - $26.3M
|
174K
$59.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
77.5K+ 179.05% |
$23.4M - $26.2M
|
121K
$41.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 5.57% |
$20.5M - $22.9M
|
1.28M
$437M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
60K+ 5873.78% |
$18.1M - $20.3M
|
61.1K
$20.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
57.1K+ 126.13% |
$17.2M - $19.3M
|
102K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
56.5K+ 86.8% |
$17.1M - $19.1M
|
122K
$41.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.4K+ 1.38% |
$17.1M - $19M
|
4.15M
$1.41B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.5K+ 2.81% |
$15.6M - $17.4M
|
1.88M
$640M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
49.2K+ 388.03% |
$14.9M - $16.6M
|
61.8K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49K+ 187.79% |
$14.8M - $16.5M
|
75.1K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
47.2KNew |
$14.3M - $15.9M
|
47.2K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
37.3KNew |
$11.3M - $12.6M
|
37.3K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.5KNew |
$11M - $12.3M
|
36.5K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36K+ 1.34% |
$10.9M - $12.2M
|
2.72M
$925M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.1K+ 6.15% |
$10.6M - $11.8M
|
606K
$206M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.3K+ 29.96% |
$10.1M - $11.3M
|
145K
$49.2M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.3K+ 61.13% |
$10.1M - $11.2M
|
87.7K
$29.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
31.3K+ 21.59% |
$9.47M - $10.6M
|
176K
$60M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31K+ 2.33% |
$9.38M - $10.5M
|
1.36M
$463M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
30.1KNew |
$9.1M - $10.2M
|
30.1K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 1.92% |
$8.77M - $9.79M
|
1.54M
$524M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.4K+ 193.8% |
$8.58M - $9.57M
|
43K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
28.3K+ 905.99% |
$8.55M - $9.54M
|
31.4K
$10.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.1K+ 0.28% |
$8.51M - $9.5M
|
10.2M
$3.49B
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.3KNew |
$8.26M - $9.22M
|
27.3K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.1K+ 2.02% |
$7.58M - $8.47M
|
1.27M
$432M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 12.45% |
$7.09M - $7.91M
|
212K
$72.1M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$6.64M - $7.41M
|
22K
$7.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
20.1KNew |
$6.09M - $6.8M
|
20.1K
$6.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 13.06% |
$6.06M - $6.76M
|
173K
$59M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20KNew |
$6.03M - $6.74M
|
20K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.9K+ 19.98% |
$6.01M - $6.71M
|
119K
$40.6M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.5K+ 317.73% |
$5.89M - $6.57M
|
25.6K
$8.72M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5K+ 54.04% |
$5.28M - $5.9M
|
49.8K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.2K+ 11.32% |
$5.19M - $5.79M
|
169K
$57.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.5K+ 22.35% |
$5M - $5.58M
|
90.6K
$30.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.8K+ 14.59% |
$4.76M - $5.32M
|
124K
$42.1M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$4.69M - $5.24M
|
15.5K
$5.28M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.4K+ 1766.59% |
$4.67M - $5.21M
|
16.3K
$5.55M
|