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 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
814New |
$222K - $276K
|
814
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
779New |
$212K - $265K
|
779
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750New |
$204K - $255K
|
750
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
742New |
$202K - $252K
|
742
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
687New |
$187K - $233K
|
687
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
673New |
$183K - $229K
|
673
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
657New |
$179K - $223K
|
657
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
650New |
$177K - $221K
|
650
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
643New |
$175K - $218K
|
643
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
625+ 69.83% |
$170K - $212K
|
1.52K
$517K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
622New |
$169K - $211K
|
622
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
601New |
$164K - $204K
|
601
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
465+ 10.66% |
$127K - $158K
|
4.83K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
458+ 7.37% |
$125K - $156K
|
6.68K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
444+ 10.13% |
$121K - $151K
|
4.83K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
348+ 17.52% |
$94.8K - $118K
|
2.33K
$795K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
337+ 0.66% |
$91.8K - $114K
|
51.3K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
336+ 5.2% |
$91.5K - $114K
|
6.8K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
309+ 18.0% |
$84.2K - $105K
|
2.03K
$690K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 6.77% |
$83.6K - $104K
|
4.84K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
287New |
$78.2K - $97.5K
|
287
$97.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
277+ 0.79% |
$75.4K - $94.1K
|
35.3K
$12M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
266+ 9.58% |
$72.4K - $90.3K
|
3.04K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256+ 3.29% |
$69.7K - $86.9K
|
8.04K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
248+ 2.23% |
$67.5K - $84.2K
|
11.4K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
228+ 2.24% |
$62.1K - $77.4K
|
10.4K
$3.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 1.27% |
$59.1K - $73.7K
|
17.3K
$5.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
199+ 11.22% |
$54.2K - $67.6K
|
1.97K
$672K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
190+ 3.48% |
$51.7K - $64.5K
|
5.64K
$1.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
177+ 19.05% |
$48.2K - $60.1K
|
1.11K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 10.39% |
$47.4K - $59.1K
|
1.85K
$629K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
165+ 10.1% |
$44.9K - $56K
|
1.8K
$612K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
158New |
$43K - $53.7K
|
158
$53.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
144+ 26.52% |
$39.2K - $48.9K
|
687
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
129+ 7.34% |
$35.1K - $43.8K
|
1.89K
$642K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
125+ 0.97% |
$34K - $42.4K
|
13K
$4.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
92+ 1.49% |
$25.1K - $31.2K
|
6.27K
$2.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
85+ 1.02% |
$23.2K - $28.9K
|
8.4K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
83+ 4.84% |
$22.6K - $28.2K
|
1.8K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66+ 0.66% |
$18K - $22.4K
|
10.1K
$3.42M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49+ 7.41% |
$13.3K - $16.6K
|
710
$242K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46+ 2.82% |
$12.5K - $15.6K
|
1.68K
$572K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
43+ 0.31% |
$11.7K - $14.6K
|
14K
$4.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.24% |
$9.8K - $12.2K
|
15K
$5.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 1.02% |
$8.17K - $10.2K
|
2.97K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
29New |
$7.9K - $9.85K
|
29
$9.87K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28+ 0.56% |
$7.63K - $9.51K
|
5K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26+ 1.21% |
$7.08K - $8.83K
|
2.18K
$741K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.7% |
$5.17K - $6.45K
|
2.74K
$934K
|