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 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-41- 2.63% |
$11.2K - $13.9K
|
1.52K
$516K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-43- 5.61% |
$11.7K - $14.6K
|
724
$246K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-43- 0.51% |
$11.7K - $14.6K
|
8.32K
$2.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-46- 0.09% |
$12.5K - $15.6K
|
52K
$17.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-49- 2.4% |
$13.3K - $16.6K
|
2K
$679K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 1.25% |
$13.6K - $17K
|
3.94K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-50- 0.86% |
$13.6K - $17K
|
5.76K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-53- 2.88% |
$14.4K - $18K
|
1.79K
$609K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-54- 0.21% |
$14.7K - $18.3K
|
25.1K
$8.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-54- 0.43% |
$14.7K - $18.3K
|
12.5K
$4.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 13.86% |
$16.3K - $20.4K
|
373
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-63- 3.32% |
$17.2K - $21.4K
|
1.84K
$625K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 7.88% |
$18.2K - $22.8K
|
783
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-72- 4.28% |
$19.6K - $24.4K
|
1.61K
$548K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-74- 3.51% |
$20.2K - $25.1K
|
2.03K
$692K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-76- 2.58% |
$20.7K - $25.8K
|
2.87K
$976K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-96- 1.83% |
$26.1K - $32.6K
|
5.14K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-96- 5.13% |
$26.1K - $32.6K
|
1.77K
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-132- 2.37% |
$36K - $44.8K
|
5.43K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-135- 1.19% |
$36.8K - $45.8K
|
11.2K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 14.03% |
$38.9K - $48.6K
|
876
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-144- 56.92% |
$39.2K - $48.9K
|
109
$37.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-177- 66.29% |
$48.2K - $60.1K
|
90
$30.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-178- 0.89% |
$48.5K - $60.4K
|
19.9K
$6.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-215- 1.04% |
$58.6K - $73K
|
20.4K
$6.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-216- 0.63% |
$58.8K - $73.3K
|
33.9K
$11.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-223- 36.08% |
$60.7K - $75.7K
|
395
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 7.0% |
$63.2K - $78.8K
|
3.08K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-256- 4.34% |
$69.7K - $86.9K
|
5.65K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-269- 7.61% |
$73.3K - $91.3K
|
3.26K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-288- 1.68% |
$78.4K - $97.8K
|
16.9K
$5.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 28.57% |
$81.7K - $102K
|
750
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-301- 9.97% |
$82K - $102K
|
2.72K
$925K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-323- 20.49% |
$88K - $110K
|
1.25K
$427K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-330- 4.2% |
$89.9K - $112K
|
7.53K
$2.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 2.69% |
$98.3K - $123K
|
13.1K
$4.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-384- 0.1% |
$105K - $130K
|
388K
$132M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-400- 9.63% |
$109K - $136K
|
3.75K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-438- 4.72% |
$119K - $149K
|
8.84K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-464- 4.11% |
$126K - $158K
|
10.8K
$3.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 16.87% |
$128K - $160K
|
2.32K
$788K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-481- 1.33% |
$131K - $163K
|
35.7K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-493- 3.61% |
$134K - $167K
|
13.2K
$4.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-547- 1.47% |
$149K - $186K
|
36.7K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583- 5.06% |
$159K - $198K
|
11K
$3.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-626- 18.47% |
$170K - $213K
|
2.76K
$941K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-635- 2.19% |
$173K - $216K
|
28.3K
$9.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-647- 51.19% |
$176K - $220K
|
617
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-676- 0.79% |
$184K - $230K
|
85.2K
$29M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-705- 2.07% |
$192K - $239K
|
33.3K
$11.3M
|