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 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
168+ 6.67% |
$50.8K - $56.7K
|
2.69K
$915K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
163+ 14.32% |
$49.3K - $55K
|
1.3K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
158+ 26.69% |
$47.8K - $53.3K
|
750
$255K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
158+ 1.49% |
$47.8K - $53.3K
|
10.7K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
155+ 55.76% |
$46.9K - $52.3K
|
433
$147K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154+ 1.54% |
$46.6K - $52K
|
10.1K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
151+ 12.59% |
$45.6K - $51K
|
1.35K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 0.47% |
$45.6K - $51K
|
32.1K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
148New |
$44.7K - $50K
|
148
$50.4K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
146+ 1.06% |
$44.1K - $49.3K
|
13.9K
$4.72M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 55.0% |
$43.2K - $48.3K
|
403
$137K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
140+ 24.05% |
$42.3K - $47.3K
|
722
$246K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
140+ 0.18% |
$42.3K - $47.3K
|
79.3K
$27M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.08% |
$41.1K - $45.9K
|
166K
$56.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
132+ 115.79% |
$39.9K - $44.6K
|
246
$83.7K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
130+ 4.35% |
$39.3K - $43.9K
|
3.12K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
130+ 4.08% |
$39.3K - $43.9K
|
3.32K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
128New |
$38.7K - $43.2K
|
128
$43.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123+ 11.41% |
$37.2K - $41.5K
|
1.2K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
123+ 2.93% |
$37.2K - $41.5K
|
4.32K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
121+ 19.18% |
$36.6K - $40.8K
|
752
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120New |
$36.3K - $40.5K
|
120
$40.9K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
118New |
$35.7K - $39.8K
|
118
$40.2K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 1.74% |
$35.4K - $39.5K
|
6.84K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$35.1K - $39.2K
|
116
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.65% |
$34.8K - $38.8K
|
3.27K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
111+ 40.07% |
$33.6K - $37.5K
|
388
$132K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
111+ 209.43% |
$33.6K - $37.5K
|
164
$55.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
110+ 1.17% |
$33.3K - $37.1K
|
9.49K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109New |
$33K - $36.8K
|
109
$37.1K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
100+ 0.12% |
$30.2K - $33.8K
|
86.5K
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 588.24% |
$30.2K - $33.8K
|
117
$39.8K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
99New |
$29.9K - $33.4K
|
99
$33.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
97+ 0.33% |
$29.3K - $32.7K
|
29.9K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95+ 0.23% |
$28.7K - $32.1K
|
42.3K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
95+ 2.1% |
$28.7K - $32.1K
|
4.62K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90New |
$27.2K - $30.4K
|
90
$30.6K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
89+ 8.75% |
$26.9K - $30K
|
1.11K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82+ 6.46% |
$24.8K - $27.7K
|
1.35K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$24.8K - $27.7K
|
82
$27.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
81+ 12.96% |
$24.5K - $27.3K
|
706
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
81+ 46.55% |
$24.5K - $27.3K
|
255
$86.8K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78+ 8.57% |
$23.6K - $26.3K
|
988
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
76New |
$23K - $25.7K
|
76
$25.9K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
75New |
$22.7K - $25.3K
|
75
$25.5K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
74+ 8.01% |
$22.4K - $25K
|
998
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
71+ 8.62% |
$21.5K - $24K
|
895
$305K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
70+ 0.42% |
$21.2K - $23.6K
|
16.6K
$5.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
70+ 6.34% |
$21.2K - $23.6K
|
1.17K
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
69+ 1.12% |
$20.9K - $23.3K
|
6.21K
$2.11M
|