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
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-29- 0.24% |
$8.77K - $9.79K
|
11.9K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-30- 1.81% |
$9.07K - $10.1K
|
1.63K
$554K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30- 0.09% |
$9.07K - $10.1K
|
34.1K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 0.12% |
$9.07K - $10.1K
|
24.5K
$8.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 11.67% |
$9.07K - $10.1K
|
227
$77.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-31- 0.41% |
$9.37K - $10.5K
|
7.5K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 1.44% |
$9.67K - $10.8K
|
2.19K
$747K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 3.6% |
$9.98K - $11.1K
|
883
$301K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-33- 2.05% |
$9.98K - $11.1K
|
1.58K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-34- 0.96% |
$10.3K - $11.5K
|
3.49K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 4.99% |
$10.3K - $11.5K
|
647
$220K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 3.06% |
$10.6K - $11.8K
|
1.11K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.07% |
$10.9K - $12.2K
|
3.31K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-38- 0.48% |
$11.5K - $12.8K
|
7.88K
$2.68M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-42- 3.45% |
$12.7K - $14.2K
|
1.18K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-44- 1.25% |
$13.3K - $14.9K
|
3.46K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-44- 0.87% |
$13.3K - $14.9K
|
5.03K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-44- 1.13% |
$13.3K - $14.9K
|
3.86K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 0.44% |
$13.6K - $15.2K
|
10.2K
$3.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-48- 2.37% |
$14.5K - $16.2K
|
1.98K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-48- 1.5% |
$14.5K - $16.2K
|
3.15K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 8.42% |
$14.5K - $16.2K
|
522
$178K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.61% |
$14.5K - $16.2K
|
7.88K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 6.37% |
$14.8K - $16.5K
|
720
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-49- 4.67% |
$14.8K - $16.5K
|
1K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-50- 2.83% |
$15.1K - $16.9K
|
1.72K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.79% |
$15.1K - $16.9K
|
6.3K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.88% |
$15.1K - $16.9K
|
800
$272K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-51- 1.1% |
$15.4K - $17.2K
|
4.6K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-51- 5.2% |
$15.4K - $17.2K
|
930
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 48.57% |
$15.4K - $17.2K
|
54
$18.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 9.76% |
$15.7K - $17.6K
|
481
$164K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 2.84% |
$16K - $17.9K
|
1.81K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-53- 17.67% |
$16K - $17.9K
|
247
$84.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 0.22% |
$16.6K - $18.6K
|
25.1K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-56- 1.23% |
$16.9K - $18.9K
|
4.48K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-57- 5.45% |
$17.2K - $19.2K
|
988
$336K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.44% |
$17.5K - $19.6K
|
2.32K
$788K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-58- 7.35% |
$17.5K - $19.6K
|
731
$249K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-58- 4.18% |
$17.5K - $19.6K
|
1.33K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-60- 4.83% |
$18.1K - $20.3K
|
1.18K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-60- 5.94% |
$18.1K - $20.3K
|
950
$323K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-60- 0.38% |
$18.1K - $20.3K
|
15.6K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-61- 2.7% |
$18.4K - $20.6K
|
2.2K
$749K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-61- 0.3% |
$18.4K - $20.6K
|
20.6K
$7.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-62- 2.01% |
$18.7K - $20.9K
|
3.02K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-65- 7.45% |
$19.7K - $21.9K
|
807
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-65- 2.92% |
$19.7K - $21.9K
|
2.16K
$735K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-65- 8.92% |
$19.7K - $21.9K
|
664
$226K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66- 8.47% |
$20K - $22.3K
|
713
$243K
|