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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-172- 9.66% |
$53.5K - $57.7K
|
1.61K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-174- 0.58% |
$54.1K - $58.4K
|
30K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-180Closed |
$56K - $60.4K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-184- 10.16% |
$57.2K - $61.8K
|
1.63K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-185- 0.44% |
$57.6K - $62.1K
|
41.4K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.41% |
$60.4K - $65.1K
|
7.85K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-197- 2.12% |
$61.3K - $66.1K
|
9.08K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.69% |
$62.2K - $67.1K
|
1.87K
$626K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 21.74% |
$62.2K - $67.1K
|
720
$242K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-208- 0.58% |
$64.7K - $69.8K
|
35.4K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-212- 3.2% |
$66K - $71.2K
|
6.4K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-212- 6.05% |
$66K - $71.2K
|
3.29K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-218- 0.82% |
$67.8K - $73.2K
|
26.5K
$8.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 0.44% |
$70K - $75.5K
|
51.4K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-230- 1.28% |
$71.6K - $77.2K
|
17.7K
$5.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-230- 3.61% |
$71.6K - $77.2K
|
6.15K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-231- 2.67% |
$71.9K - $77.5K
|
8.42K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-241- 1.77% |
$75K - $80.9K
|
13.4K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 0.59% |
$76.5K - $82.6K
|
41.5K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-247- 0.41% |
$76.8K - $82.9K
|
60K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-247- 1.0% |
$76.8K - $82.9K
|
24.5K
$8.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-248- 1.68% |
$77.2K - $83.2K
|
14.6K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-249- 4.64% |
$77.5K - $83.6K
|
5.12K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-251- 1.46% |
$78.1K - $84.2K
|
16.9K
$5.68M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-262- 26.87% |
$81.5K - $87.9K
|
713
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-267- 7.71% |
$83.1K - $89.6K
|
3.19K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 7.48% |
$83.7K - $90.3K
|
3.33K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-272- 10.96% |
$84.6K - $91.3K
|
2.21K
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-282- 0.36% |
$87.7K - $94.7K
|
77.5K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-287- 2.38% |
$89.3K - $96.3K
|
11.8K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-287- 0.53% |
$89.3K - $96.3K
|
54.4K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-288- 1.98% |
$89.6K - $96.7K
|
14.3K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-288- 2.63% |
$89.6K - $96.7K
|
10.7K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 1.27% |
$91.2K - $98.3K
|
22.8K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-295- 2.73% |
$91.8K - $99K
|
10.5K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-296- 9.66% |
$92.1K - $99.3K
|
2.77K
$929K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-300- 4.25% |
$93.3K - $101K
|
6.76K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-300- 1.79% |
$93.3K - $101K
|
16.5K
$5.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-300- 20.69% |
$93.3K - $101K
|
1.15K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-302- 24.77% |
$94K - $101K
|
917
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-311- 10.09% |
$96.8K - $104K
|
2.77K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-311- 0.5% |
$96.8K - $104K
|
61.5K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-319- 7.43% |
$99.2K - $107K
|
3.98K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-320- 4.26% |
$99.6K - $107K
|
7.2K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-327- 21.86% |
$102K - $110K
|
1.17K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 1.8% |
$102K - $110K
|
17.8K
$5.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.42% |
$106K - $115K
|
81.8K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 4.1% |
$109K - $117K
|
8.2K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-358- 0.77% |
$111K - $120K
|
46.2K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-358- 4.89% |
$111K - $120K
|
6.96K
$2.34M
|