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
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.22% |
$5.44K - $6.08K
|
8.1K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 3.92% |
$5.14K - $5.74K
|
451
$154K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
17+ 3.23% |
$5.14K - $5.74K
|
543
$185K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16+ 0.26% |
$4.84K - $5.4K
|
6.14K
$2.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.71% |
$4.84K - $5.4K
|
2.28K
$775K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 1.11% |
$4.84K - $5.4K
|
1.46K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.92% |
$4.53K - $5.06K
|
1.65K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14+ 0.45% |
$4.23K - $4.73K
|
3.14K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 14.58% |
$4.23K - $4.73K
|
110
$37.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.55% |
$4.23K - $4.73K
|
2.57K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
14+ 1.65% |
$4.23K - $4.73K
|
863
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13+ 1.25% |
$3.93K - $4.39K
|
1.06K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.2% |
$3.63K - $4.05K
|
5.9K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$3.63K - $4.05K
|
1.45K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11+ 0.19% |
$3.33K - $3.71K
|
5.77K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.25% |
$3.33K - $3.71K
|
4.33K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$3.33K - $3.71K
|
3.49K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.29% |
$3.33K - $3.71K
|
3.86K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.06% |
$3.33K - $3.71K
|
19.8K
$6.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.61% |
$3.02K - $3.38K
|
1.66K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$3.02K - $3.38K
|
10
$3.4K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.27% |
$2.72K - $3.04K
|
3.31K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9+ 0.17% |
$2.72K - $3.04K
|
5.22K
$1.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$2.72K - $3.04K
|
6.7K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9+ 0.18% |
$2.72K - $3.04K
|
5.12K
$1.74M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.2% |
$2.72K - $3.04K
|
4.62K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.51% |
$2.42K - $2.7K
|
1.57K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 2.95% |
$2.42K - $2.7K
|
279
$95K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.25% |
$2.42K - $2.7K
|
3.21K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.12K - $2.36K
|
2.4K
$816K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.06% |
$2.12K - $2.36K
|
10.9K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.26% |
$2.12K - $2.36K
|
2.68K
$911K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6+ 0.56% |
$1.81K - $2.03K
|
1.07K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
6+ 0.06% |
$1.81K - $2.03K
|
10.9K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.81K - $2.03K
|
2.26K
$768K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
6+ 0.24% |
$1.81K - $2.03K
|
2.46K
$838K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6+ 0.06% |
$1.81K - $2.03K
|
9.99K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 100.0% |
$1.81K - $2.03K
|
12
$4.09K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.23% |
$1.51K - $1.69K
|
2.14K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
5+ 0.02% |
$1.51K - $1.69K
|
26.5K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.51K - $1.69K
|
1.84K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.51K - $1.69K
|
3.92K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.07% |
$1.51K - $1.69K
|
7.15K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$1.21K - $1.35K
|
1.82K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.31% |
$1.21K - $1.35K
|
1.28K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.24% |
$1.21K - $1.35K
|
1.7K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.26% |
$1.21K - $1.35K
|
1.53K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.14% |
$1.21K - $1.35K
|
2.78K
$945K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4+ 0.25% |
$1.21K - $1.35K
|
1.63K
$556K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.07% |
$1.21K - $1.35K
|
5.66K
$1.93M
|