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 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 145.17% |
$418K - $466K
|
2.33K
$795K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.29K+ 183.31% |
$388K - $434K
|
1.99K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.28K+ 93.27% |
$386K - $431K
|
2.64K
$900K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 161.71% |
$372K - $415K
|
1.99K
$677K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.2K+ 51.24% |
$363K - $405K
|
3.54K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
1.2K+ 60.57% |
$361K - $403K
|
3.17K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
1.19K+ 3.81% |
$360K - $402K
|
32.4K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.18K+ 1.43% |
$355K - $397K
|
83.5K
$28.4M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.17K+ 16.47% |
$353K - $394K
|
8.26K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.16K+ 135.51% |
$351K - $392K
|
2.02K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 8.56% |
$349K - $390K
|
14.7K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.14K+ 291.33% |
$345K - $385K
|
1.53K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.14K+ 5.35% |
$344K - $384K
|
22.4K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 0.41% |
$343K - $383K
|
278K
$94.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.12KNew |
$339K - $378K
|
1.12K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
1.12K+ 8.72% |
$339K - $378K
|
14K
$4.76M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 31.81% |
$333K - $372K
|
4.57K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 157.29% |
$316K - $353K
|
1.71K
$582K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 8.98% |
$316K - $353K
|
12.7K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 5.43% |
$313K - $350K
|
20.1K
$6.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.03KNew |
$312K - $349K
|
1.03K
$352K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.01KNew |
$304K - $339K
|
1.01K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
998+ 1.71% |
$302K - $337K
|
59.4K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
997New |
$301K - $337K
|
997
$339K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
993+ 0.87% |
$300K - $335K
|
115K
$39.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
984New |
$297K - $332K
|
984
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
957New |
$289K - $323K
|
957
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
953+ 102.8% |
$288K - $322K
|
1.88K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
945+ 6.36% |
$286K - $319K
|
15.8K
$5.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
944+ 13.91% |
$285K - $319K
|
7.73K
$2.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942New |
$285K - $318K
|
942
$321K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
929+ 137.63% |
$281K - $314K
|
1.6K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
922+ 67.89% |
$279K - $311K
|
2.28K
$776K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$276K - $309K
|
914
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
912+ 1.97% |
$276K - $308K
|
47.3K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
903New |
$273K - $305K
|
903
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
900+ 13.67% |
$272K - $304K
|
7.49K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
897+ 12.17% |
$271K - $303K
|
8.27K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
893+ 17.93% |
$270K - $301K
|
5.87K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
883+ 18.54% |
$267K - $298K
|
5.65K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
870New |
$263K - $294K
|
870
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
867+ 6.64% |
$262K - $293K
|
13.9K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
864New |
$261K - $292K
|
864
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
864+ 42.29% |
$261K - $292K
|
2.91K
$990K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
855+ 93.04% |
$258K - $289K
|
1.77K
$604K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
850New |
$257K - $287K
|
850
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
846New |
$256K - $286K
|
846
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
838+ 9.92% |
$253K - $283K
|
9.28K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
832+ 2.08% |
$252K - $281K
|
40.9K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
831+ 19.14% |
$251K - $280K
|
5.17K
$1.76M
|