Purchases and Sales Made in Q2 2025 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.21MNew |
$331M - $412M
|
1.21M
$413M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
205K+ 60.74% |
$55.9M - $69.6M
|
543K
$185M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
130KNew |
$35.3M - $44M
|
130K
$44.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
48.6K+ 264.05% |
$13.2M - $16.5M
|
67K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
29.9K+ 193.49% |
$8.14M - $10.1M
|
45.3K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
26.2K+ 25.75% |
$7.13M - $8.89M
|
128K
$43.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
19.9K+ 19.44% |
$5.42M - $6.75M
|
122K
$41.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
17.2K+ 52.81% |
$4.67M - $5.82M
|
49.6K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.22K+ 350.63% |
$2.51M - $3.13M
|
11.8K
$4.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 57.4% |
$2.37M - $2.95M
|
23.8K
$8.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
8.37K+ 87.48% |
$2.28M - $2.84M
|
17.9K
$6.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9K+ 1.68% |
$1.88M - $2.34M
|
419K
$143M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.64K+ 16.8% |
$1.81M - $2.25M
|
46.1K
$15.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.16K+ 0.78% |
$1.68M - $2.09M
|
799K
$272M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.11K+ 217.16% |
$1.66M - $2.08M
|
8.93K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.07K+ 6.31% |
$1.65M - $2.06M
|
102K
$34.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.54K+ 10.48% |
$1.51M - $1.88M
|
58.4K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.04K+ 164.15% |
$1.37M - $1.71M
|
8.11K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.94K+ 4119.17% |
$1.35M - $1.68M
|
5.06K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 8.33% |
$1.26M - $1.57M
|
60.2K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.15K+ 4.82% |
$1.13M - $1.41M
|
90.2K
$30.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$1.01M - $1.26M
|
3.71K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.7K+ 70.7% |
$1.01M - $1.26M
|
8.94K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 36.23% |
$997K - $1.24M
|
13.8K
$4.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$891K - $1.11M
|
3.27K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.98K+ 4.03% |
$811K - $1.01M
|
76.8K
$26.2M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.62K+ 55.71% |
$715K - $891K
|
7.33K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48KNew |
$676K - $843K
|
2.48K
$845K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.33KNew |
$635K - $791K
|
2.33K
$793K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 5.47% |
$608K - $759K
|
43.1K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03KNew |
$553K - $689K
|
2.03K
$691K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.96KNew |
$533K - $665K
|
1.96K
$666K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.85K+ 3.53% |
$503K - $628K
|
54.2K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 97.23% |
$497K - $619K
|
3.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.82K+ 5.74% |
$495K - $617K
|
33.5K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 172.79% |
$474K - $591K
|
2.75K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.72K+ 10.92% |
$469K - $585K
|
17.5K
$5.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.7KNew |
$462K - $576K
|
1.7K
$577K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 55.52% |
$457K - $570K
|
4.7K
$1.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.6K+ 7.46% |
$436K - $543K
|
23K
$7.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$425K - $529K
|
1.56K
$531K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.55KNew |
$421K - $525K
|
1.55K
$527K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.39K+ 13.38% |
$378K - $471K
|
11.8K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.21K+ 1.72% |
$328K - $410K
|
71.5K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.19K+ 177.35% |
$324K - $404K
|
1.86K
$634K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.17K+ 9.88% |
$320K - $399K
|
13.1K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.16% |
$312K - $389K
|
4.82K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 150.93% |
$309K - $385K
|
1.89K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.05K+ 0.88% |
$285K - $356K
|
120K
$40.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
992New |
$270K - $337K
|
992
$338K
|