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 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.01% |
$311 - $336
|
11.1K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1- 0.06% |
$311 - $336
|
1.55K
$527K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1- 0.13% |
$311 - $336
|
747
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 1.18% |
$311 - $336
|
84
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.12% |
$311 - $336
|
818
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$311 - $336
|
5.24K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 3.64% |
$622 - $671
|
53
$18K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.21% |
$622 - $671
|
935
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$622 - $671
|
2.11K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2- 0.05% |
$622 - $671
|
3.75K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 0.27% |
$622 - $671
|
752
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3- 0.18% |
$933 - $1.01K
|
1.65K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4- 0.29% |
$1.24K - $1.34K
|
1.37K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5- 0.09% |
$1.56K - $1.68K
|
5.56K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.56% |
$1.56K - $1.68K
|
895
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5- 0.3% |
$1.56K - $1.68K
|
1.69K
$574K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.45% |
$1.87K - $2.01K
|
1.31K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.37% |
$1.87K - $2.01K
|
1.63K
$556K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.32% |
$1.87K - $2.01K
|
1.87K
$638K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.03% |
$1.87K - $2.01K
|
20.7K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.01K
|
8.69K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6- 0.04% |
$1.87K - $2.01K
|
15.4K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8- 0.03% |
$2.49K - $2.69K
|
25.2K
$8.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-9- 0.98% |
$2.8K - $3.02K
|
909
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9- 0.02% |
$2.8K - $3.02K
|
52.3K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.12% |
$2.8K - $3.02K
|
7.57K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.61% |
$3.11K - $3.36K
|
1.64K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 1.28% |
$3.11K - $3.36K
|
769
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-10- 0.49% |
$3.11K - $3.36K
|
2.04K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-10- 0.04% |
$3.11K - $3.36K
|
26.7K
$9.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-10- 0.09% |
$3.11K - $3.36K
|
10.5K
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11- 0.26% |
$3.42K - $3.69K
|
4.2K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12- 1.61% |
$3.73K - $4.03K
|
735
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 0.96% |
$3.73K - $4.03K
|
1.24K
$423K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.56% |
$3.73K - $4.03K
|
2.14K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.24% |
$3.73K - $4.03K
|
954
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13- 0.91% |
$4.04K - $4.36K
|
1.42K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13- 0.3% |
$4.04K - $4.36K
|
4.33K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.51% |
$4.36K - $4.7K
|
2.75K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14- 0.45% |
$4.36K - $4.7K
|
3.08K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-15- 0.67% |
$4.67K - $5.03K
|
2.22K
$755K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-15- 1.59% |
$4.67K - $5.03K
|
927
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-15- 0.26% |
$4.67K - $5.03K
|
5.7K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-15- 0.06% |
$4.67K - $5.03K
|
26.3K
$8.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.27% |
$4.67K - $5.03K
|
5.47K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-16- 2.18% |
$4.98K - $5.37K
|
718
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 1.29% |
$4.98K - $5.37K
|
1.23K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-17- 0.77% |
$5.29K - $5.71K
|
2.2K
$749K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-18- 2.64% |
$5.6K - $6.04K
|
664
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.24% |
$6.22K - $6.71K
|
8.27K
$2.82M
|