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 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.76K+ 141.41% |
$834K - $931K
|
4.71K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73K+ 4.15% |
$825K - $921K
|
68.5K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72K+ 781.9% |
$823K - $918K
|
3.07K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.68K+ 3.89% |
$810K - $904K
|
71.6K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 14.9% |
$797K - $889K
|
20.3K
$6.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.6K+ 51.64% |
$786K - $877K
|
7.63K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59K+ 36.38% |
$783K - $874K
|
9.71K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 66.09% |
$780K - $871K
|
6.48K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.58K+ 7.56% |
$779K - $870K
|
36.7K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.35KNew |
$711K - $794K
|
2.35K
$801K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 46.68% |
$679K - $758K
|
7.06K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.24K+ 5.73% |
$678K - $757K
|
41.4K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.17K+ 9.3% |
$656K - $733K
|
25.5K
$8.69M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.17K+ 17.51% |
$655K - $731K
|
14.5K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.15K+ 1.76% |
$651K - $726K
|
125K
$42.5M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.09K+ 0.99% |
$632K - $705K
|
212K
$72.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.06K+ 57.42% |
$624K - $696K
|
5.66K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.96K+ 19.72% |
$593K - $662K
|
11.9K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.95KNew |
$589K - $658K
|
1.95K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 196.91% |
$578K - $645K
|
2.88K
$981K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
1.89K+ 0.24% |
$572K - $638K
|
793K
$270M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.89K+ 52.87% |
$570K - $637K
|
5.45K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.88KNew |
$568K - $634K
|
1.88K
$639K
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.88KNew |
$567K - $633K
|
1.88K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 5.28% |
$566K - $632K
|
37.4K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.87K+ 245.47% |
$565K - $631K
|
2.63K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.83KNew |
$553K - $618K
|
1.83K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.83K+ 17.14% |
$553K - $617K
|
12.5K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81KNew |
$547K - $611K
|
1.81K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.79K+ 0.31% |
$541K - $605K
|
582K
$198M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77KNew |
$534K - $596K
|
1.77K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.74KNew |
$526K - $587K
|
1.74K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.72KNew |
$519K - $580K
|
1.72K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$512K - $571K
|
1.69K
$576K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 63.08% |
$482K - $538K
|
4.12K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.59K+ 78.7% |
$480K - $536K
|
3.61K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$471K - $526K
|
1.56K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.52K+ 30.6% |
$459K - $512K
|
6.48K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.26% |
$457K - $510K
|
68.4K
$23.3M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.5KNew |
$453K - $506K
|
1.5K
$511K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.49KNew |
$452K - $504K
|
1.49K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.49K+ 45.19% |
$450K - $502K
|
4.78K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.48K+ 1.84% |
$447K - $499K
|
81.6K
$27.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.43K+ 291.26% |
$433K - $484K
|
1.93K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 26.21% |
$433K - $483K
|
6.89K
$2.35M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.41K+ 39.42% |
$425K - $475K
|
4.98K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.4KNew |
$424K - $474K
|
1.4K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 4.06% |
$424K - $474K
|
36K
$12.2M
|