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 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-474- 3.01% |
$143K - $160K
|
15.3K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-487- 20.33% |
$147K - $164K
|
1.91K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-501- 4.16% |
$151K - $169K
|
11.5K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-503- 39.83% |
$152K - $170K
|
760
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-504- 1.68% |
$152K - $170K
|
29.5K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-511- 1.82% |
$154K - $172K
|
27.6K
$9.41M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-515- 0.25% |
$156K - $174K
|
203K
$69.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-516- 24.67% |
$156K - $174K
|
1.58K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-531- 8.64% |
$161K - $179K
|
5.62K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-550- 27.6% |
$166K - $186K
|
1.44K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-567- 0.62% |
$171K - $191K
|
90.4K
$30.8M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-584- 23.97% |
$177K - $197K
|
1.85K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-587- 26.48% |
$177K - $198K
|
1.63K
$555K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-601- 24.61% |
$182K - $203K
|
1.84K
$627K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-603- 10.72% |
$182K - $204K
|
5.02K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-605- 2.98% |
$183K - $204K
|
19.7K
$6.69M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-614- 4.6% |
$186K - $207K
|
12.7K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-632Closed |
$191K - $213K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-639- 38.82% |
$193K - $216K
|
1.01K
$343K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-641- 3.6% |
$194K - $216K
|
17.2K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-643- 0.97% |
$194K - $217K
|
65.3K
$22.2M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-646- 6.58% |
$195K - $218K
|
9.18K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-650Closed |
$197K - $219K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-660- 6.92% |
$200K - $223K
|
8.87K
$3.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-678- 34.21% |
$205K - $229K
|
1.3K
$444K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-679- 4.86% |
$205K - $229K
|
13.3K
$4.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-689- 3.87% |
$208K - $233K
|
17.1K
$5.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-692- 0.2% |
$209K - $234K
|
345K
$117M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-722- 0.81% |
$218K - $244K
|
88.1K
$30M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-724- 95.77% |
$219K - $244K
|
32
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-731- 4.33% |
$221K - $247K
|
16.2K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-745- 0.15% |
$225K - $251K
|
486K
$165M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-771- 33.05% |
$233K - $260K
|
1.56K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-773- 0.04% |
$234K - $261K
|
2.18M
$743M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-778- 2.74% |
$235K - $263K
|
27.6K
$9.38M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-780- 29.97% |
$236K - $263K
|
1.82K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-781- 3.48% |
$236K - $264K
|
21.7K
$7.38M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-798- 14.89% |
$241K - $269K
|
4.56K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-834- 12.07% |
$252K - $282K
|
6.08K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-843- 6.63% |
$255K - $285K
|
11.9K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-847- 6.02% |
$256K - $286K
|
13.2K
$4.5M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-884- 4.9% |
$267K - $298K
|
17.2K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-893- 19.26% |
$270K - $301K
|
3.74K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-898- 2.05% |
$271K - $303K
|
42.9K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-915- 2.47% |
$277K - $309K
|
36.1K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-929- 0.67% |
$281K - $314K
|
139K
$47.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-931- 18.17% |
$281K - $314K
|
4.19K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-933- 4.92% |
$282K - $315K
|
18K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-981- 3.89% |
$297K - $331K
|
24.2K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1K- 3.4% |
$302K - $338K
|
28.5K
$9.69M
|