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 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.35% |
$305K - $341K
|
73.9K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 3.49% |
$305K - $341K
|
27.9K
$9.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.02K- 37.11% |
$309K - $345K
|
1.73K
$590K
|
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.03K- 0.98% |
$311K - $348K
|
104K
$35.3M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.04K- 14.89% |
$315K - $352K
|
5.96K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.04K- 8.85% |
$316K - $352K
|
10.7K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.11K- 52.02% |
$334K - $373K
|
1.02K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.12K- 1.87% |
$339K - $378K
|
58.9K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.12K- 50.0% |
$339K - $378K
|
1.12K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-1.17K- 2.17% |
$355K - $396K
|
52.9K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.18K- 9.55% |
$357K - $399K
|
11.2K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.2K- 1.46% |
$362K - $404K
|
80.6K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.2K- 4.38% |
$363K - $405K
|
26.2K
$8.93M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.23K- 25.48% |
$372K - $415K
|
3.6K
$1.22M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.24K- 64.92% |
$374K - $418K
|
669
$228K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.25K- 31.37% |
$377K - $421K
|
2.73K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.31K- 11.79% |
$395K - $441K
|
9.77K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.34K- 0.54% |
$405K - $453K
|
249K
$84.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.36K- 1.13% |
$410K - $458K
|
119K
$40.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.39K- 61.16% |
$420K - $469K
|
882
$300K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.41K- 34.88% |
$426K - $476K
|
2.63K
$896K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.42K- 10.16% |
$430K - $480K
|
12.6K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.45K- 50.79% |
$438K - $489K
|
1.41K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 19.05% |
$452K - $505K
|
6.36K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.57K- 0.46% |
$475K - $530K
|
338K
$115M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 2.13% |
$479K - $534K
|
72.6K
$24.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.6K- 90.55% |
$484K - $540K
|
167
$56.9K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.64K- 33.38% |
$494K - $552K
|
3.26K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.64K- 59.96% |
$496K - $554K
|
1.1K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.64K- 0.73% |
$496K - $554K
|
223K
$76.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.72K- 0.72% |
$520K - $581K
|
237K
$80.8M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1.72K- 3.73% |
$521K - $582K
|
44.5K
$15.2M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.77K- 10.08% |
$534K - $597K
|
15.8K
$5.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.77K- 5.17% |
$535K - $597K
|
32.5K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.78K- 2.03% |
$538K - $601K
|
86.1K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.83K- 5.66% |
$552K - $617K
|
30.5K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.85K- 58.14% |
$560K - $626K
|
1.34K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.87K- 0.16% |
$565K - $631K
|
1.17M
$397M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-1.92K- 63.44% |
$579K - $647K
|
1.1K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.93K- 51.77% |
$582K - $650K
|
1.79K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.95K- 34.32% |
$591K - $660K
|
3.74K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.98K- 11.54% |
$597K - $667K
|
15.1K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2K- 8.78% |
$604K - $675K
|
20.8K
$7.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.01K- 7.63% |
$607K - $677K
|
24.3K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.05K- 0.54% |
$619K - $691K
|
376K
$128M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.14K- 30.72% |
$647K - $722K
|
4.82K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.22K- 38.1% |
$670K - $748K
|
3.6K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.22K- 7.35% |
$671K - $750K
|
28K
$9.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.29K- 4.21% |
$692K - $773K
|
52.1K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.31K- 1.89% |
$697K - $778K
|
120K
$40.7M
|