Purchases and Sales Made in Q4 2024 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
565KNew |
$176M - $190M
|
565K
$188M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
84.8KNew |
$26.4M - $28.5M
|
84.8K
$28.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
54.1KNew |
$16.8M - $18.1M
|
54.1K
$17.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
43.4K+ 5.81% |
$13.5M - $14.6M
|
791K
$263M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37.3K+ 166.71% |
$11.6M - $12.5M
|
59.6K
$19.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.6KNew |
$10.1M - $10.9M
|
32.6K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21.5KNew |
$6.68M - $7.21M
|
21.5K
$7.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.2K+ 211.44% |
$5.99M - $6.46M
|
28.3K
$9.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
18.3K+ 396.58% |
$5.69M - $6.14M
|
22.9K
$7.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
9.08K+ 881.84% |
$2.83M - $3.05M
|
10.1K
$3.36M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.87K+ 75.88% |
$2.76M - $2.98M
|
20.6K
$6.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.66K+ 1161.13% |
$2.69M - $2.91M
|
9.41K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.59KNew |
$2.67M - $2.88M
|
8.59K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.56K+ 171.49% |
$2.66M - $2.87M
|
13.6K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.68K+ 93.78% |
$2.39M - $2.58M
|
15.9K
$5.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.89KNew |
$2.14M - $2.31M
|
6.89K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.83KNew |
$2.13M - $2.29M
|
6.83K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.28K+ 7.56% |
$1.95M - $2.11M
|
89.4K
$29.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.01K+ 3.4% |
$1.87M - $2.02M
|
183K
$60.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.78KNew |
$1.8M - $1.94M
|
5.78K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.59K+ 3.49% |
$1.74M - $1.88M
|
166K
$55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.53K+ 18.35% |
$1.72M - $1.86M
|
35.7K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 148.99% |
$1.66M - $1.79M
|
8.89K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.3K+ 60.46% |
$1.65M - $1.78M
|
14.1K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.41K+ 6.09% |
$1.37M - $1.48M
|
76.8K
$25.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.92K+ 91.09% |
$1.22M - $1.31M
|
8.21K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.73K+ 7.75% |
$1.16M - $1.25M
|
51.8K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.53K+ 276.9% |
$1.1M - $1.18M
|
4.8K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.51KNew |
$1.09M - $1.18M
|
3.51K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.48K+ 7.98% |
$1.08M - $1.17M
|
47.1K
$15.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.45K+ 1.12% |
$1.07M - $1.16M
|
311K
$103M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.33K+ 342.9% |
$1.04M - $1.12M
|
4.31K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.29KNew |
$1.02M - $1.11M
|
3.29K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.75KNew |
$856K - $924K
|
2.75K
$914K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$832K - $898K
|
2.68K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
2.46KNew |
$764K - $824K
|
2.46K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.37K+ 31.34% |
$739K - $797K
|
9.95K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.36K+ 2.24% |
$735K - $793K
|
108K
$35.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.3KNew |
$716K - $772K
|
2.3K
$764K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 64.49% |
$709K - $765K
|
5.81K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.27KNew |
$707K - $763K
|
2.27K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.06KNew |
$642K - $693K
|
2.06K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.05K+ 45.19% |
$638K - $688K
|
6.59K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.71K+ 179.41% |
$531K - $573K
|
2.66K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$529K - $570K
|
1.7K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.66K+ 30.18% |
$515K - $556K
|
7.14K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$512K - $553K
|
1.65K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.63KNew |
$507K - $547K
|
1.63K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.57K+ 108.42% |
$489K - $527K
|
3.02K
$1M
|