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 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
67+ 2.09% |
$20.3K - $22.6K
|
3.27K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
65+ 0.96% |
$19.7K - $21.9K
|
6.82K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 15.2% |
$19.3K - $21.6K
|
485
$165K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 3.97% |
$19K - $21.3K
|
1.65K
$562K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
63+ 2.29% |
$19K - $21.3K
|
2.82K
$958K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
62+ 8.19% |
$18.7K - $20.9K
|
819
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
60+ 1.8% |
$18.1K - $20.3K
|
3.39K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
60+ 0.64% |
$18.1K - $20.3K
|
9.45K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.42% |
$17.8K - $19.9K
|
13.9K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
56+ 0.15% |
$16.9K - $18.9K
|
38.7K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53New |
$16K - $17.9K
|
53
$18K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52New |
$15.7K - $17.6K
|
52
$17.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.74% |
$15.4K - $17.2K
|
6.98K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
51+ 0.46% |
$15.4K - $17.2K
|
11.2K
$3.8M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
49New |
$14.8K - $16.5K
|
49
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
48+ 0.67% |
$14.5K - $16.2K
|
7.18K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
47+ 2.26% |
$14.2K - $15.9K
|
2.13K
$723K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 6.36% |
$13.9K - $15.5K
|
769
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
46New |
$13.9K - $15.5K
|
46
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
41+ 2.45% |
$12.4K - $13.8K
|
1.71K
$583K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
41+ 0.31% |
$12.4K - $13.8K
|
13.5K
$4.58M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.25% |
$11.2K - $12.5K
|
15K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
37New |
$11.2K - $12.5K
|
37
$12.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 2.77% |
$11.2K - $12.5K
|
1.37K
$467K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36+ 2.09% |
$10.9K - $12.2K
|
1.76K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36New |
$10.9K - $12.2K
|
36
$12.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.21% |
$10.3K - $11.5K
|
16K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
34+ 0.62% |
$10.3K - $11.5K
|
5.49K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
33+ 0.67% |
$9.98K - $11.1K
|
4.97K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.04% |
$9.98K - $11.1K
|
88.1K
$30M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
32+ 0.27% |
$9.67K - $10.8K
|
11.9K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
32+ 0.52% |
$9.67K - $10.8K
|
6.22K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
32+ 4.35% |
$9.67K - $10.8K
|
767
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30New |
$9.07K - $10.1K
|
30
$10.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
30+ 1.18% |
$9.07K - $10.1K
|
2.57K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
29+ 0.03% |
$8.77K - $9.79K
|
86K
$29.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28+ 3.93% |
$8.46K - $9.45K
|
741
$252K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 3.86% |
$8.16K - $9.11K
|
727
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
27+ 0.27% |
$8.16K - $9.11K
|
10.2K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.69% |
$7.86K - $8.78K
|
3.81K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.28% |
$7.56K - $8.44K
|
8.98K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 55.56% |
$7.56K - $8.44K
|
70
$23.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 1.65% |
$7.56K - $8.44K
|
1.54K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.39% |
$7.56K - $8.44K
|
1.83K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 0.18% |
$7.26K - $8.1K
|
13K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23+ 1.07% |
$6.95K - $7.76K
|
2.18K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22+ 0.84% |
$6.65K - $7.43K
|
2.64K
$899K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 1.49% |
$6.35K - $7.09K
|
1.43K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21+ 0.71% |
$6.35K - $7.09K
|
2.98K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 161.54% |
$6.35K - $7.09K
|
34
$11.6K
|