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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.21K - $1.35K
|
1.63K
$554K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$907 - $1.01K
|
1.76K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3+ 0.26% |
$907 - $1.01K
|
1.17K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.16% |
$907 - $1.01K
|
1.84K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.26% |
$907 - $1.01K
|
1.17K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.18% |
$907 - $1.01K
|
1.65K
$562K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.04% |
$907 - $1.01K
|
6.92K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3+ 0.14% |
$907 - $1.01K
|
2.14K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3+ 0.22% |
$907 - $1.01K
|
1.35K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2+ 0.24% |
$605 - $675
|
827
$282K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2+ 0.05% |
$605 - $675
|
4.22K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2+ 0.18% |
$605 - $675
|
1.14K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.27% |
$605 - $675
|
741
$252K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$605 - $675
|
5.39K
$1.84M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.3% |
$605 - $675
|
662
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.22% |
$605 - $675
|
929
$316K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2+ 0.17% |
$605 - $675
|
1.15K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.23% |
$605 - $675
|
881
$300K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.3% |
$605 - $675
|
676
$230K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.19% |
$605 - $675
|
1.05K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.28% |
$605 - $675
|
726
$247K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.24% |
$605 - $675
|
836
$285K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
2+ 18.18% |
$605 - $675
|
13
$4.43K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.16% |
$605 - $675
|
1.27K
$432K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.19% |
$605 - $675
|
1.05K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$605 - $675
|
2.12K
$721K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.36% |
$605 - $675
|
550
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.04% |
$605 - $675
|
5.27K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.07% |
$302 - $338
|
1.37K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$302 - $338
|
3.02K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$302 - $338
|
16.5K
$5.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$302 - $338
|
819
$279K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.1% |
$302 - $338
|
978
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$302 - $338
|
2.9K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.96% |
$302 - $338
|
105
$35.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1+ 0.26% |
$302 - $338
|
381
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$302 - $338
|
1.5K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.1% |
$302 - $338
|
980
$334K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.03% |
$302 - $338
|
3.76K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$302 - $338
|
1.65K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.13% |
$302 - $338
|
771
$262K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.25% |
$302 - $338
|
407
$139K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.0% |
$302 - $338
|
77.5K
$26.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.63% |
$302 - $338
|
157
$53.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$302 - $338
|
657
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$605 - $675
|
6.4K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.14% |
$605 - $675
|
1.42K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2- 0.16% |
$605 - $675
|
1.26K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.14% |
$605 - $675
|
1.39K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.03% |
$907 - $1.01K
|
9.29K
$3.16M
|