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
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
448+ 1.28% |
$139K - $150K
|
35.5K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
435New |
$135K - $146K
|
435
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
423+ 15.31% |
$132K - $142K
|
3.19K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
421New |
$131K - $141K
|
421
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 7.11% |
$127K - $137K
|
6.13K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 272.11% |
$124K - $134K
|
547
$186K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
395+ 2.11% |
$123K - $133K
|
19.1K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
380New |
$118K - $128K
|
380
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
378+ 12.73% |
$118K - $127K
|
3.35K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
366+ 2.22% |
$114K - $123K
|
16.9K
$5.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
363+ 15.61% |
$113K - $122K
|
2.69K
$915K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
361+ 120.33% |
$112K - $121K
|
661
$225K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$112K - $121K
|
360
$123K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
354+ 33.59% |
$110K - $119K
|
1.41K
$479K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
350+ 27.01% |
$109K - $117K
|
1.65K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
348+ 4.6% |
$108K - $117K
|
7.92K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
332New |
$103K - $111K
|
332
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
330New |
$103K - $111K
|
330
$112K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
327+ 5.58% |
$102K - $110K
|
6.19K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
318+ 26.5% |
$98.9K - $107K
|
1.52K
$517K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
315+ 4.68% |
$98K - $106K
|
7.05K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
311+ 13.47% |
$96.8K - $104K
|
2.62K
$892K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
301+ 2.04% |
$93.6K - $101K
|
15.1K
$5.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
300New |
$93.3K - $101K
|
300
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
291+ 40.08% |
$90.5K - $97.7K
|
1.02K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
281+ 3.38% |
$87.4K - $94.3K
|
8.59K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
279+ 0.42% |
$86.8K - $93.6K
|
66.3K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
279+ 2.4% |
$86.8K - $93.6K
|
11.9K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275+ 5.63% |
$85.6K - $92.3K
|
5.16K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
272+ 0.94% |
$84.6K - $91.3K
|
29.1K
$9.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
269New |
$83.7K - $90.3K
|
269
$91.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
267+ 2.22% |
$83.1K - $89.6K
|
12.3K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
264+ 33.8% |
$82.1K - $88.6K
|
1.05K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
258+ 2.26% |
$80.3K - $86.6K
|
11.7K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
257+ 1.37% |
$80K - $86.3K
|
19.1K
$6.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
245New |
$76.2K - $82.2K
|
245
$83.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
241+ 0.54% |
$75K - $80.9K
|
45.2K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 8.73% |
$74.7K - $80.6K
|
2.99K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
239+ 6.63% |
$74.4K - $80.2K
|
3.85K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
227+ 14.01% |
$70.6K - $76.2K
|
1.85K
$629K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
224+ 19.75% |
$69.7K - $75.2K
|
1.36K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
222New |
$69.1K - $74.5K
|
222
$75.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
218New |
$67.8K - $73.2K
|
218
$74.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
213+ 32.37% |
$66.3K - $71.5K
|
871
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
206+ 2.8% |
$64.1K - $69.1K
|
7.56K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
198+ 1.57% |
$61.6K - $66.5K
|
12.8K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 2.85% |
$59.7K - $64.4K
|
6.93K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
191+ 0.74% |
$59.4K - $64.1K
|
25.9K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
189+ 2.39% |
$58.8K - $63.4K
|
8.11K
$2.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
189+ 0.89% |
$58.8K - $63.4K
|
21.5K
$7.31M
|