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 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4- 0.04% |
$1.21K - $1.35K
|
9.93K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 1.08% |
$1.21K - $1.35K
|
368
$125K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.25% |
$1.21K - $1.35K
|
1.63K
$554K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4- 0.26% |
$1.21K - $1.35K
|
1.56K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5- 0.1% |
$1.51K - $1.69K
|
5.03K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$1.51K - $1.69K
|
37.8K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5- 0.24% |
$1.51K - $1.69K
|
2.11K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6- 0.37% |
$1.81K - $2.03K
|
1.63K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.37% |
$1.81K - $2.03K
|
1.63K
$556K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.23% |
$1.81K - $2.03K
|
2.63K
$894K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.03% |
$2.12K - $2.36K
|
27.9K
$9.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8- 0.3% |
$2.42K - $2.7K
|
2.65K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.53% |
$2.42K - $2.7K
|
1.49K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8- 0.03% |
$2.42K - $2.7K
|
26.7K
$9.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.4% |
$2.72K - $3.04K
|
2.25K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.88% |
$2.72K - $3.04K
|
1.01K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.72K - $3.04K
|
3.56K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-10- 0.77% |
$3.02K - $3.38K
|
1.29K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.36% |
$3.02K - $3.38K
|
2.75K
$937K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.08% |
$3.02K - $3.38K
|
12.7K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-10- 0.12% |
$3.02K - $3.38K
|
8.32K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-11- 2.13% |
$3.33K - $3.71K
|
505
$172K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-11- 0.2% |
$3.33K - $3.71K
|
5.55K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.26% |
$3.63K - $4.05K
|
942
$321K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 0.25% |
$3.93K - $4.39K
|
5.14K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-13- 0.85% |
$3.93K - $4.39K
|
1.51K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 21.88% |
$4.23K - $4.73K
|
50
$17K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-14- 1.34% |
$4.23K - $4.73K
|
1.03K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 1.81% |
$4.23K - $4.73K
|
760
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15- 0.51% |
$4.53K - $5.06K
|
2.94K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16- 0.32% |
$4.84K - $5.4K
|
5K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-16- 0.14% |
$4.84K - $5.4K
|
11.7K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-17- 0.58% |
$5.14K - $5.74K
|
2.94K
$1M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-18- 1.6% |
$5.44K - $6.08K
|
1.11K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.14% |
$5.74K - $6.41K
|
1.65K
$562K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 0.12% |
$6.35K - $7.09K
|
17.2K
$5.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 5.63% |
$6.35K - $7.09K
|
352
$120K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-22- 0.98% |
$6.65K - $7.43K
|
2.23K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-22- 3.14% |
$6.65K - $7.43K
|
679
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-23- 3.26% |
$6.95K - $7.76K
|
682
$232K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-24- 1.55% |
$7.26K - $8.1K
|
1.53K
$519K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-24- 3.06% |
$7.26K - $8.1K
|
761
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-24- 0.6% |
$7.26K - $8.1K
|
3.99K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25- 2.35% |
$7.56K - $8.44K
|
1.04K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-26- 0.35% |
$7.86K - $8.78K
|
7.37K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-26- 3.02% |
$7.86K - $8.78K
|
836
$285K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 3.72% |
$7.86K - $8.78K
|
673
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-27- 0.11% |
$8.16K - $9.11K
|
24.9K
$8.48M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 1.48% |
$8.16K - $9.11K
|
1.79K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-27- 9.68% |
$8.16K - $9.11K
|
252
$85.8K
|