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 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.56KNew |
$486K - $524K
|
1.56K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.55KNew |
$481K - $519K
|
1.55K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.48KNew |
$459K - $495K
|
1.48K
$490K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.44K+ 12.63% |
$449K - $484K
|
12.9K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 8.87% |
$434K - $468K
|
17.1K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.26KNew |
$393K - $424K
|
1.26K
$419K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.25K+ 34.98% |
$389K - $420K
|
4.83K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.13KNew |
$351K - $378K
|
1.13K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.11K+ 9.29% |
$346K - $373K
|
13.1K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.09KNew |
$340K - $367K
|
1.09K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08KNew |
$336K - $363K
|
1.08K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.06K+ 1.56% |
$330K - $356K
|
68.9K
$22.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 2.87% |
$321K - $346K
|
37.1K
$12.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
974New |
$303K - $327K
|
974
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
920+ 76.41% |
$286K - $309K
|
2.12K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
917New |
$285K - $308K
|
917
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
852+ 50.0% |
$265K - $286K
|
2.56K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
842New |
$262K - $283K
|
842
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
814+ 2.43% |
$253K - $273K
|
34.3K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
797+ 6.27% |
$248K - $268K
|
13.5K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
794+ 4.56% |
$247K - $266K
|
18.2K
$6.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
779New |
$242K - $261K
|
779
$259K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
774New |
$241K - $260K
|
774
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
754New |
$235K - $253K
|
754
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
717+ 28.83% |
$223K - $241K
|
3.2K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
710+ 7.05% |
$221K - $238K
|
10.8K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
701New |
$218K - $235K
|
701
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
632New |
$197K - $212K
|
632
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
631New |
$196K - $212K
|
631
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
624+ 624.0% |
$194K - $209K
|
724
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
622New |
$194K - $209K
|
622
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
608+ 0.56% |
$189K - $204K
|
110K
$36.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
596+ 0.8% |
$185K - $200K
|
74.9K
$24.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
568+ 81.61% |
$177K - $191K
|
1.26K
$420K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
560+ 285.71% |
$174K - $188K
|
756
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
542+ 56.05% |
$169K - $182K
|
1.51K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
486+ 1.26% |
$151K - $163K
|
39.1K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
455New |
$142K - $153K
|
455
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
454+ 7.62% |
$141K - $152K
|
6.42K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
435New |
$135K - $146K
|
435
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 7.11% |
$127K - $137K
|
6.13K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
380New |
$118K - $128K
|
380
$126K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
350+ 27.01% |
$109K - $117K
|
1.65K
$546K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
301+ 2.04% |
$93.6K - $101K
|
15.1K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
264+ 33.8% |
$82.1K - $88.6K
|
1.05K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
245New |
$76.2K - $82.2K
|
245
$81.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
241+ 0.54% |
$75K - $80.9K
|
45.2K
$15M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
222New |
$69.1K - $74.5K
|
222
$73.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
213+ 32.37% |
$66.3K - $71.5K
|
871
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
206+ 2.8% |
$64.1K - $69.1K
|
7.56K
$2.51M
|