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 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.36K+ 2.24% |
$735K - $793K
|
108K
$36.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.36KNew |
$735K - $793K
|
2.36K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
2.35K+ 281.92% |
$732K - $790K
|
3.19K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.3KNew |
$716K - $772K
|
2.3K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 64.49% |
$709K - $765K
|
5.81K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.27KNew |
$707K - $763K
|
2.27K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.25K+ 46.23% |
$700K - $755K
|
7.12K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.23KNew |
$693K - $747K
|
2.23K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.19K+ 56.63% |
$682K - $735K
|
6.06K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.19K+ 42.21% |
$680K - $734K
|
7.37K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.19K+ 0.38% |
$680K - $734K
|
575K
$196M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.19K+ 89.15% |
$680K - $733K
|
4.64K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.18K+ 3.76% |
$677K - $730K
|
59.9K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$658K - $710K
|
2.12K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.06KNew |
$642K - $693K
|
2.06K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 43.87% |
$642K - $692K
|
6.77K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.05K+ 45.19% |
$638K - $688K
|
6.59K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
1.97KNew |
$614K - $662K
|
1.97K
$672K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.91KNew |
$593K - $640K
|
1.91K
$649K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.87K+ 90.54% |
$581K - $626K
|
3.93K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.86K+ 1.37% |
$580K - $625K
|
138K
$47.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 5.76% |
$548K - $591K
|
32.3K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.76K+ 1.7% |
$547K - $590K
|
106K
$35.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 3.06% |
$546K - $589K
|
59.2K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.75KNew |
$546K - $589K
|
1.75K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.74KNew |
$542K - $585K
|
1.74K
$593K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.74K+ 9.27% |
$540K - $582K
|
20.5K
$6.96M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.72KNew |
$534K - $576K
|
1.72K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.71K+ 179.41% |
$531K - $573K
|
2.66K
$906K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$529K - $570K
|
1.7K
$578K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$520K - $561K
|
1.67K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.67K+ 12.85% |
$519K - $560K
|
14.6K
$4.98M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.66KNew |
$516K - $556K
|
1.66K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.66K+ 30.18% |
$515K - $556K
|
7.14K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$512K - $553K
|
1.65K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.64KNew |
$509K - $549K
|
1.64K
$557K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
1.64KNew |
$509K - $549K
|
1.64K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.63KNew |
$507K - $547K
|
1.63K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 958.08% |
$498K - $537K
|
1.77K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.58K+ 53.0% |
$492K - $531K
|
4.57K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.58K+ 8.52% |
$492K - $531K
|
20.1K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.57K+ 108.42% |
$489K - $527K
|
3.02K
$1.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.56KNew |
$486K - $524K
|
1.56K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.55KNew |
$481K - $519K
|
1.55K
$527K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.52KNew |
$473K - $511K
|
1.52K
$518K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$466K - $503K
|
1.5K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.48KNew |
$459K - $495K
|
1.48K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.44K+ 12.63% |
$449K - $484K
|
12.9K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.44KNew |
$448K - $483K
|
1.44K
$490K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.44KNew |
$446K - $482K
|
1.44K
$489K
|