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 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-147- 3.7% |
$44.4K - $49.6K
|
3.83K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-148- 0.8% |
$44.7K - $50K
|
18.5K
$6.29M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-148- 0.31% |
$44.7K - $50K
|
46.9K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-150- 2.74% |
$45.3K - $50.6K
|
5.32K
$1.81M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-150- 32.97% |
$45.3K - $50.6K
|
305
$104K
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-150- 6.67% |
$45.3K - $50.6K
|
2.1K
$715K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-151- 0.44% |
$45.6K - $51K
|
34K
$11.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-153- 1.85% |
$46.3K - $51.6K
|
8.13K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-153- 9.73% |
$46.3K - $51.6K
|
1.42K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-154- 19.77% |
$46.6K - $52K
|
625
$213K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-160- 6.28% |
$48.4K - $54K
|
2.39K
$813K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-168- 1.5% |
$50.8K - $56.7K
|
11K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-169- 0.59% |
$51.1K - $57K
|
28.5K
$9.72M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-170- 14.78% |
$51.4K - $57.4K
|
980
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-175- 3.53% |
$52.9K - $59.1K
|
4.79K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-178- 5.45% |
$53.8K - $60.1K
|
3.09K
$1.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-180- 14.63% |
$54.4K - $60.8K
|
1.05K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-187- 4.31% |
$56.5K - $63.1K
|
4.15K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-187- 2.65% |
$56.5K - $63.1K
|
6.86K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-189- 0.13% |
$57.1K - $63.8K
|
142K
$48.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 2.36% |
$57.4K - $64.1K
|
7.86K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-190- 2.27% |
$57.4K - $64.1K
|
8.16K
$2.78M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-191- 16.77% |
$57.7K - $64.5K
|
948
$323K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-195- 19.27% |
$59K - $65.8K
|
817
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-199- 1.17% |
$60.2K - $67.2K
|
16.7K
$5.7M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-199- 0.98% |
$60.2K - $67.2K
|
20.1K
$6.84M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-199- 1.94% |
$60.2K - $67.2K
|
10K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-200- 2.63% |
$60.5K - $67.5K
|
7.4K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-206- 0.69% |
$62.3K - $69.5K
|
29.6K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-213- 0.73% |
$64.4K - $71.9K
|
28.9K
$9.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-219- 90.87% |
$66.2K - $73.9K
|
22
$7.49K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-223- 10.76% |
$67.4K - $75.3K
|
1.85K
$630K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-224- 10.16% |
$67.7K - $75.6K
|
1.98K
$674K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-226- 3.97% |
$68.3K - $76.3K
|
5.47K
$1.86M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-242- 5.6% |
$73.2K - $81.7K
|
4.08K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-252- 8.29% |
$76.2K - $85.1K
|
2.79K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-252- 9.11% |
$76.2K - $85.1K
|
2.52K
$856K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-252- 0.03% |
$76.2K - $85.1K
|
738K
$251M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-255- 7.67% |
$77.1K - $86.1K
|
3.07K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-256- 27.92% |
$77.4K - $86.4K
|
661
$225K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-257- 1.8% |
$77.7K - $86.7K
|
14K
$4.77M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-258- 7.87% |
$78K - $87.1K
|
3.02K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-260- 15.98% |
$78.6K - $87.8K
|
1.37K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-265- 11.97% |
$80.1K - $89.4K
|
1.95K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-265- 1.58% |
$80.1K - $89.4K
|
16.5K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-269- 11.33% |
$81.3K - $90.8K
|
2.11K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-274- 1.93% |
$82.8K - $92.5K
|
13.9K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-276- 1.29% |
$83.4K - $93.2K
|
21.2K
$7.22M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 0.6% |
$90.7K - $101K
|
49.3K
$16.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-300- 3.19% |
$90.7K - $101K
|
9.11K
$3.1M
|