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 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-8.36K- 82.63% |
$2.53M - $2.82M
|
1.76K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.9K- 4.7% |
$2.69M - $3.01M
|
181K
$61.5M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.18K- 1.83% |
$2.77M - $3.1M
|
493K
$168M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-9.75K- 17.05% |
$2.95M - $3.29M
|
47.4K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.92K- 1.63% |
$3M - $3.35M
|
599K
$204M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-9.93K- 68.5% |
$3M - $3.35M
|
4.57K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.7K- 2.67% |
$3.22M - $3.6M
|
388K
$132M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.1K- 34.8% |
$3.66M - $4.09M
|
22.7K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.5K- 5.91% |
$4.08M - $4.55M
|
215K
$73.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 2.95% |
$4.32M - $4.82M
|
471K
$160M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-14.5K- 2.13% |
$4.38M - $4.89M
|
666K
$227M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-14.5K- 76.08% |
$4.38M - $4.89M
|
4.56K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.4K- 94.64% |
$4.67M - $5.21M
|
875
$298K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 0.68% |
$5M - $5.59M
|
2.4M
$817M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 0.73% |
$5.36M - $5.99M
|
2.42M
$824M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.9K- 26.42% |
$5.41M - $6.04M
|
49.8K
$17M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-18.6K- 80.97% |
$5.61M - $6.26M
|
4.36K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-19.4K- 2.49% |
$5.86M - $6.54M
|
758K
$258M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-20.2K- 8.08% |
$6.12M - $6.83M
|
230K
$78.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-22.7K- 72.19% |
$6.85M - $7.65M
|
8.73K
$2.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-23.8K- 18.96% |
$7.19M - $8.02M
|
102K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-24.2K- 70.94% |
$7.32M - $8.17M
|
9.92K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 93.07% |
$8.21M - $9.17M
|
2.02K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-27.6KClosed |
$8.34M - $9.31M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-28.5K- 92.17% |
$8.62M - $9.62M
|
2.42K
$824K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-28.5K- 33.61% |
$8.62M - $9.62M
|
56.3K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-31.5K- 22.9% |
$9.53M - $10.6M
|
106K
$36.2M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-33.7K- 76.42% |
$10.2M - $11.4M
|
10.4K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-35.6K- 59.79% |
$10.8M - $12M
|
24K
$8.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-35.7K- 9.44% |
$10.8M - $12M
|
342K
$117M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.2K- 84.81% |
$11.9M - $13.2M
|
7.03K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-41K- 9.06% |
$12.4M - $13.9M
|
412K
$140M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-47.8K- 80.79% |
$14.5M - $16.1M
|
11.4K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-57.5K- 15.17% |
$17.4M - $19.4M
|
322K
$109M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61.7K- 24.97% |
$18.7M - $20.8M
|
186K
$63.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-67.7K- 12.99% |
$20.5M - $22.9M
|
454K
$155M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119K- 24.05% |
$35.9M - $40.1M
|
375K
$128M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-137K- 47.24% |
$41.5M - $46.3M
|
153K
$52.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-138K- 99.67% |
$41.8M - $46.7M
|
452
$154K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-161K- 31.23% |
$48.7M - $54.4M
|
355K
$121M
|
|
|
May 08, 2025
Q1 2025
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-173K- 32.25% |
$52.4M - $58.5M
|
364K
$124M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-216K- 4.61% |
$65.2M - $72.8M
|
4.47M
$1.52B
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-272K- 8.82% |
$82.2M - $91.8M
|
2.81M
$957M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-464K- 82.06% |
$140M - $157M
|
101K
$34.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-492K- 96.82% |
$149M - $166M
|
16.2K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.38M- 94.92% |
$720M - $804M
|
127K
$43.4M
|