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 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-67- 0.31% |
$20.3K - $22.6K
|
21.4K
$7.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-67- 3.0% |
$20.3K - $22.6K
|
2.17K
$737K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 0.75% |
$20.3K - $22.6K
|
8.9K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-68- 11.41% |
$20.6K - $23K
|
528
$180K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 1.81% |
$21.5K - $24K
|
3.86K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-71- 1.75% |
$21.5K - $24K
|
3.98K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-74- 1.1% |
$22.4K - $25K
|
6.66K
$2.27M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-76- 4.83% |
$23K - $25.7K
|
1.5K
$510K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-76- 3.44% |
$23K - $25.7K
|
2.13K
$726K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-76- 3.5% |
$23K - $25.7K
|
2.09K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.28% |
$23.6K - $26.3K
|
27.4K
$9.31M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-79- 0.74% |
$23.9K - $26.7K
|
10.7K
$3.63M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 0.32% |
$24.2K - $27K
|
24.9K
$8.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.57% |
$25.1K - $28K
|
14.5K
$4.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-83- 0.73% |
$25.1K - $28K
|
11.3K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84- 3.19% |
$25.4K - $28.4K
|
2.55K
$868K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-85- 2.41% |
$25.7K - $28.7K
|
3.44K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 1.11% |
$26.6K - $29.7K
|
7.85K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-88- 2.48% |
$26.6K - $29.7K
|
3.45K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-93- 3.87% |
$28.1K - $31.4K
|
2.31K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-95- 12.58% |
$28.7K - $32.1K
|
660
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-95- 0.27% |
$28.7K - $32.1K
|
34.7K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.92% |
$28.7K - $32.1K
|
10.2K
$3.47M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-96- 2.95% |
$29K - $32.4K
|
3.16K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-96- 2.04% |
$29K - $32.4K
|
4.61K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-98- 0.87% |
$29.6K - $33.1K
|
11.2K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-99- 0.14% |
$29.9K - $33.4K
|
69.3K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-100- 5.34% |
$30.2K - $33.8K
|
1.77K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-100- 0.18% |
$30.2K - $33.8K
|
54K
$18.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-102- 8.54% |
$30.8K - $34.4K
|
1.09K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 3.66% |
$31.1K - $34.8K
|
2.71K
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-104- 1.05% |
$31.4K - $35.1K
|
9.82K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-105- 7.66% |
$31.7K - $35.4K
|
1.27K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-107- 0.05% |
$32.3K - $36.1K
|
199K
$67.8M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-112- 2.01% |
$33.9K - $37.8K
|
5.46K
$1.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-112- 0.83% |
$33.9K - $37.8K
|
13.4K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-114- 97.44% |
$34.5K - $38.5K
|
3
$1.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-118- 6.12% |
$35.7K - $39.8K
|
1.81K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-121- 6.11% |
$36.6K - $40.8K
|
1.86K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-122- 0.97% |
$36.9K - $41.2K
|
12.5K
$4.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-123- 50.0% |
$37.2K - $41.5K
|
123
$41.9K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-124- 6.15% |
$37.5K - $41.9K
|
1.89K
$644K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-130- 4.5% |
$39.3K - $43.9K
|
2.76K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 5.41% |
$39.3K - $43.9K
|
2.27K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-137- 0.76% |
$41.4K - $46.2K
|
17.9K
$6.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-141- 1.9% |
$42.6K - $47.6K
|
7.29K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-141- 1.62% |
$42.6K - $47.6K
|
8.55K
$2.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-141- 2.24% |
$42.6K - $47.6K
|
6.15K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-142- 0.37% |
$42.9K - $47.9K
|
37.7K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-144- 5.35% |
$43.5K - $48.6K
|
2.55K
$867K
|