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
|
Valmark Advisers, Inc.
|
BUY
|
- |
424+ 13.23% |
$128K - $143K
|
3.63K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
423+ 4.26% |
$128K - $143K
|
10.4K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
421+ 6.22% |
$127K - $142K
|
7.19K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
418+ 28.51% |
$126K - $141K
|
1.88K
$641K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
387+ 425.27% |
$117K - $131K
|
478
$163K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
383New |
$116K - $129K
|
383
$130K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
382+ 2.06% |
$115K - $129K
|
18.9K
$6.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
375+ 68.31% |
$113K - $127K
|
924
$315K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
371New |
$112K - $125K
|
371
$126K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
368+ 1.26% |
$111K - $124K
|
29.6K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
345+ 3.2% |
$104K - $116K
|
11.1K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
343+ 45.61% |
$104K - $116K
|
1.1K
$373K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
335+ 16.04% |
$101K - $113K
|
2.42K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
327+ 44.13% |
$98.9K - $110K
|
1.07K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
327+ 15.52% |
$98.9K - $110K
|
2.43K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
324+ 35.64% |
$97.9K - $109K
|
1.23K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
318+ 4.41% |
$96.1K - $107K
|
7.53K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
314New |
$94.9K - $106K
|
314
$107K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
313New |
$94.6K - $106K
|
313
$107K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
313+ 16.12% |
$94.6K - $106K
|
2.26K
$768K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
311+ 8.09% |
$94K - $105K
|
4.16K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
310+ 2.75% |
$93.7K - $105K
|
11.6K
$3.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
300+ 9.03% |
$90.7K - $101K
|
3.62K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
290+ 4.79% |
$87.7K - $97.9K
|
6.35K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
285+ 17.66% |
$86.2K - $96.2K
|
1.9K
$646K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
282+ 11.54% |
$85.3K - $95.2K
|
2.73K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
280+ 2.19% |
$84.6K - $94.5K
|
13.1K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
274+ 0.64% |
$82.8K - $92.5K
|
43.4K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
265+ 18.66% |
$80.1K - $89.4K
|
1.69K
$574K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
260+ 21.24% |
$78.6K - $87.8K
|
1.48K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
253New |
$76.5K - $85.4K
|
253
$86.1K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
246+ 5.38% |
$74.4K - $83K
|
4.82K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
243+ 24.42% |
$73.5K - $82K
|
1.24K
$421K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
236+ 18.82% |
$71.3K - $79.7K
|
1.49K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
235+ 10.05% |
$71K - $79.3K
|
2.57K
$876K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
231+ 5.34% |
$69.8K - $78K
|
4.56K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
227+ 18.52% |
$68.6K - $76.6K
|
1.45K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
226+ 1.24% |
$68.3K - $76.3K
|
18.4K
$6.28M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
224+ 30.48% |
$67.7K - $75.6K
|
959
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
218+ 13.2% |
$65.9K - $73.6K
|
1.87K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
216+ 9.8% |
$65.3K - $72.9K
|
2.42K
$824K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
215+ 154.68% |
$65K - $72.6K
|
354
$121K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
215+ 10.56% |
$65K - $72.6K
|
2.25K
$766K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
210+ 0.81% |
$63.5K - $70.9K
|
26.2K
$8.9M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
210+ 4.79% |
$63.5K - $70.9K
|
4.6K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$59.6K - $66.5K
|
197
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
191+ 8.26% |
$57.7K - $64.5K
|
2.5K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
175+ 0.44% |
$52.9K - $59.1K
|
39.9K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
174+ 4.4% |
$52.6K - $58.7K
|
4.13K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
173+ 8.43% |
$52.3K - $58.4K
|
2.22K
$757K
|