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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.4K+ 1.22% |
$4.65M - $5.19M
|
1.28M
$436M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.7K+ 55.71% |
$4.46M - $4.98M
|
41.2K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 2.22% |
$4.38M - $4.89M
|
667K
$227M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.8K+ 26.46% |
$4.18M - $4.67M
|
66.1K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9K+ 48.23% |
$3.89M - $4.34M
|
39.5K
$13.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.5K+ 53.71% |
$3.78M - $4.22M
|
35.7K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
12.4K+ 52.98% |
$3.76M - $4.2M
|
35.9K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 5.36% |
$3.51M - $3.92M
|
228K
$77.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.4K+ 18.64% |
$3.45M - $3.85M
|
72.6K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 18.38% |
$3.27M - $3.65M
|
69.7K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10K+ 1.04% |
$3.03M - $3.39M
|
975K
$332M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
9.11KNew |
$2.75M - $3.07M
|
9.11K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.64K+ 7.32% |
$2.61M - $2.91M
|
127K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.87K+ 15.11% |
$2.38M - $2.66M
|
59.9K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7.62K+ 418.18% |
$2.3M - $2.57M
|
9.44K
$3.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.39KNew |
$2.23M - $2.49M
|
7.39K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.33K+ 5.3% |
$2.22M - $2.47M
|
146K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.16K+ 877.57% |
$2.16M - $2.42M
|
7.98K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.12KNew |
$2.15M - $2.4M
|
7.12K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7K+ 12.91% |
$2.12M - $2.36M
|
61.2K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.97K+ 29.37% |
$2.11M - $2.35M
|
30.7K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.51K+ 18.65% |
$1.97M - $2.2M
|
41.4K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.98K+ 57.87% |
$1.81M - $2.02M
|
16.3K
$5.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.89K+ 360.27% |
$1.78M - $1.99M
|
7.53K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.19KNew |
$1.57M - $1.75M
|
5.19K
$1.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.86K+ 35.81% |
$1.47M - $1.64M
|
18.4K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.76K+ 55.89% |
$1.44M - $1.61M
|
13.3K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.71K+ 4.01% |
$1.42M - $1.59M
|
122K
$41.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.7K+ 9.24% |
$1.42M - $1.59M
|
55.5K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.62K+ 66.71% |
$1.4M - $1.56M
|
11.5K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 18.61% |
$1.36M - $1.52M
|
28.7K
$9.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.48K+ 241.27% |
$1.35M - $1.51M
|
6.33K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.44KNew |
$1.34M - $1.5M
|
4.44K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.27K+ 4.13% |
$1.29M - $1.44M
|
108K
$36.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
4.12K+ 489.54% |
$1.24M - $1.39M
|
4.96K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.71K+ 244.18% |
$1.12M - $1.25M
|
5.24K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.65K+ 278.08% |
$1.1M - $1.23M
|
4.97K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.57K+ 81.94% |
$1.08M - $1.21M
|
7.93K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.56KNew |
$1.08M - $1.2M
|
3.56K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.55K+ 958.65% |
$1.07M - $1.2M
|
3.92K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.45K+ 87.83% |
$1.04M - $1.16M
|
7.38K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.29K+ 4.24% |
$995K - $1.11M
|
81K
$27.6M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.21KNew |
$969K - $1.08M
|
3.21K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.13KNew |
$947K - $1.06M
|
3.13K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.09K+ 303.34% |
$934K - $1.04M
|
4.11K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.05KNew |
$923K - $1.03M
|
3.05K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.02KNew |
$914K - $1.02M
|
3.02K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.02K+ 1.04% |
$913K - $1.02M
|
292K
$99.5M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3KNew |
$906K - $1.01M
|
3K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 0.55% |
$848K - $947K
|
509K
$173M
|