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 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-300- 3.78% |
$90.7K - $101K
|
7.64K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 4.36% |
$90.7K - $101K
|
6.59K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-301- 1.92% |
$91K - $102K
|
15.4K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-304- 0.73% |
$91.9K - $103K
|
41.1K
$14M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-306- 3.12% |
$92.5K - $103K
|
9.49K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-313- 0.43% |
$94.6K - $106K
|
72.3K
$24.6M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-319- 1.48% |
$96.4K - $108K
|
21.2K
$7.21M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-328- 1.93% |
$99.2K - $111K
|
16.6K
$5.66M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-334- 1.26% |
$101K - $113K
|
26.3K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-335- 3.26% |
$101K - $113K
|
9.93K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-340- 8.54% |
$103K - $115K
|
3.64K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-344- 7.16% |
$104K - $116K
|
4.46K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-350- 9.58% |
$106K - $118K
|
3.31K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-356- 4.96% |
$108K - $120K
|
6.82K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-356- 2.13% |
$108K - $120K
|
16.4K
$5.58M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-361- 54.61% |
$109K - $122K
|
300
$102K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-363- 13.5% |
$110K - $123K
|
2.33K
$792K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-366- 1.03% |
$111K - $124K
|
35K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-371- 0.47% |
$112K - $125K
|
78.3K
$26.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-375- 2.8% |
$113K - $127K
|
13K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-379- 7.83% |
$115K - $128K
|
4.46K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-383- 1.52% |
$116K - $129K
|
24.8K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-384- 4.59% |
$116K - $130K
|
7.98K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-384- 2.05% |
$116K - $130K
|
18.4K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-388- 30.92% |
$117K - $131K
|
867
$295K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-390- 36.9% |
$118K - $132K
|
667
$227K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-395- 4.6% |
$119K - $133K
|
8.19K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-396- 28.37% |
$120K - $134K
|
1K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-398- 5.89% |
$120K - $134K
|
6.36K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-400- 4.62% |
$121K - $135K
|
8.26K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-403- 12.19% |
$122K - $136K
|
2.9K
$988K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-405- 12.68% |
$122K - $137K
|
2.79K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-419- 3.55% |
$127K - $141K
|
11.4K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-423- 8.27% |
$128K - $143K
|
4.69K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-425- 5.9% |
$128K - $143K
|
6.77K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-425- 0.24% |
$128K - $143K
|
175K
$59.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-432- 20.43% |
$131K - $146K
|
1.68K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-432- 5.91% |
$131K - $146K
|
6.88K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-438- 27.77% |
$132K - $148K
|
1.14K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-439- 14.28% |
$133K - $148K
|
2.64K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-439- 19.16% |
$133K - $148K
|
1.85K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-443- 0.41% |
$134K - $150K
|
108K
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-449- 31.18% |
$136K - $152K
|
991
$337K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-449- 19.74% |
$136K - $152K
|
1.83K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-453- 3.21% |
$137K - $153K
|
13.7K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-459- 11.89% |
$139K - $155K
|
3.4K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-462- 11.52% |
$140K - $156K
|
3.55K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-467- 0.91% |
$141K - $158K
|
50.9K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-469- 54.6% |
$142K - $158K
|
390
$133K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-471- 2.79% |
$142K - $159K
|
16.4K
$5.58M
|