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 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.18K - $2.35K
|
4.96K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.31% |
$2.18K - $2.35K
|
2.25K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.28% |
$1.87K - $2.01K
|
2.12K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5+ 0.31% |
$1.56K - $1.68K
|
1.62K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.56K - $1.68K
|
1.84K
$610K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 0.15% |
$1.56K - $1.68K
|
3.28K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.24K - $1.34K
|
1.83K
$609K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.12% |
$933 - $1.01K
|
2.44K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.29% |
$933 - $1.01K
|
1.03K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.26% |
$933 - $1.01K
|
1.14K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$933 - $1.01K
|
5.27K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3+ 0.4% |
$933 - $1.01K
|
761
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.31% |
$933 - $1.01K
|
977
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$933 - $1.01K
|
2.12K
$703K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.03% |
$933 - $1.01K
|
9.53K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.32% |
$933 - $1.01K
|
927
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.3% |
$622 - $671
|
660
$219K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$622 - $671
|
1.82K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$622 - $671
|
774
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$311 - $336
|
825
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$311 - $336
|
1.5K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.27% |
$311 - $336
|
373
$124K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
3.23K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$311 - $336
|
28.7K
$9.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$311 - $336
|
785
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
8.36K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.14% |
$311 - $336
|
722
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
2.9K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$311 - $336
|
1.06K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.08% |
$311 - $336
|
1.25K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.12% |
$311 - $336
|
818
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 1.18% |
$311 - $336
|
84
$27.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$311 - $336
|
5.24K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$622 - $671
|
2.11K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3- 0.18% |
$933 - $1.01K
|
1.65K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4- 0.29% |
$1.24K - $1.34K
|
1.37K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.56% |
$1.56K - $1.68K
|
895
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5- 0.3% |
$1.56K - $1.68K
|
1.69K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5- 0.09% |
$1.56K - $1.68K
|
5.56K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6- 0.04% |
$1.87K - $2.01K
|
15.4K
$5.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.32% |
$1.87K - $2.01K
|
1.87K
$622K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.03% |
$1.87K - $2.01K
|
20.7K
$6.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.01K
|
8.69K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.37% |
$1.87K - $2.01K
|
1.63K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8- 0.03% |
$2.49K - $2.69K
|
25.2K
$8.37M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9- 0.02% |
$2.8K - $3.02K
|
52.3K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.61% |
$3.11K - $3.36K
|
1.64K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-10- 0.49% |
$3.11K - $3.36K
|
2.04K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12- 1.61% |
$3.73K - $4.03K
|
735
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.24% |
$3.73K - $4.03K
|
954
$317K
|