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
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15New |
$4.09K - $5.09K
|
15
$5.11K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.05% |
$2.72K - $3.4K
|
19.8K
$6.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$2.45K - $3.06K
|
6.71K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9+ 0.18% |
$2.45K - $3.06K
|
5.13K
$1.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.19% |
$2.45K - $3.06K
|
4.63K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.25K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.26K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.36K - $1.7K
|
1.85K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$1.36K - $1.7K
|
4.79K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.19% |
$1.09K - $1.36K
|
2.15K
$730K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.09K - $1.36K
|
1.63K
$556K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4+ 0.11% |
$1.09K - $1.36K
|
3.49K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$817 - $1.02K
|
5.27K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.4% |
$545 - $679
|
507
$173K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.12K
$722K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$545 - $679
|
1.65K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$545 - $679
|
5.01K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$545 - $679
|
1.85K
$631K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.28K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$272 - $340
|
820
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $340
|
1.05K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $340
|
828
$282K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$272 - $340
|
5.55K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.07% |
$272 - $340
|
1.37K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
762
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.22% |
$272 - $340
|
451
$154K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.98K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.31K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-4- 0.08% |
$1.09K - $1.36K
|
5.03K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.18% |
$1.36K - $1.7K
|
2.76K
$939K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.1% |
$1.63K - $2.04K
|
5.76K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6- 0.63% |
$1.63K - $2.04K
|
942
$321K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 19.44% |
$1.91K - $2.38K
|
29
$9.87K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 1.32% |
$2.72K - $3.4K
|
750
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14- 0.8% |
$3.81K - $4.75K
|
1.75K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-15- 0.23% |
$4.09K - $5.09K
|
6.39K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.4% |
$4.09K - $5.09K
|
1.06K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-20- 0.15% |
$5.45K - $6.79K
|
13K
$4.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-20- 1.87% |
$5.45K - $6.79K
|
1.05K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-21- 2.01% |
$5.72K - $7.13K
|
1.02K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-21- 1.92% |
$5.72K - $7.13K
|
1.07K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23- 0.14% |
$6.26K - $7.81K
|
16.4K
$5.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-23- 8.3% |
$6.26K - $7.81K
|
254
$86.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-24- 0.82% |
$6.54K - $8.15K
|
2.91K
$992K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-25- 1.11% |
$6.81K - $8.49K
|
2.23K
$759K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-25- 0.55% |
$6.81K - $8.49K
|
4.54K
$1.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-32- 3.91% |
$8.72K - $10.9K
|
787
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-34- 1.38% |
$9.26K - $11.5K
|
2.43K
$826K
|