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 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
188+ 17.62% |
$58.5K - $63.1K
|
1.26K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
187+ 12.76% |
$58.2K - $62.8K
|
1.65K
$562K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
185New |
$57.6K - $62.1K
|
185
$63K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
182+ 5.14% |
$56.6K - $61.1K
|
3.72K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
181+ 13.07% |
$56.3K - $60.8K
|
1.57K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 0.58% |
$54.4K - $58.7K
|
30.2K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
169+ 0.33% |
$52.6K - $56.7K
|
52.1K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 4.6% |
$52.3K - $56.4K
|
3.82K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 2.53% |
$51.6K - $55.7K
|
6.74K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
161+ 2.93% |
$50.1K - $54K
|
5.66K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
161+ 4.87% |
$50.1K - $54K
|
3.47K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
158New |
$49.2K - $53K
|
158
$53.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
157+ 0.7% |
$48.8K - $52.7K
|
22.5K
$7.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 10.51% |
$47K - $50.7K
|
1.59K
$541K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
150New |
$46.7K - $50.3K
|
150
$51.1K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
149+ 7.72% |
$46.4K - $50K
|
2.08K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
149+ 3.2% |
$46.4K - $50K
|
4.81K
$1.64M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
148+ 0.64% |
$46K - $49.7K
|
23.3K
$7.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
146+ 6.9% |
$45.4K - $49K
|
2.26K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
141+ 12.5% |
$43.9K - $47.3K
|
1.27K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 1.44% |
$43.9K - $47.3K
|
9.94K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
141+ 16.51% |
$43.9K - $47.3K
|
995
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
139New |
$43.2K - $46.7K
|
139
$47.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
132+ 12.61% |
$41.1K - $44.3K
|
1.18K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
126+ 0.81% |
$39.2K - $42.3K
|
15.6K
$5.33M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
125+ 0.54% |
$38.9K - $42K
|
23.3K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
124+ 0.75% |
$38.6K - $41.6K
|
16.6K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122New |
$38K - $40.9K
|
122
$41.5K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
122+ 0.29% |
$38K - $40.9K
|
42.2K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
120New |
$37.3K - $40.3K
|
120
$40.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
120+ 1.27% |
$37.3K - $40.3K
|
9.56K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
116New |
$36.1K - $38.9K
|
116
$39.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
114New |
$35.5K - $38.3K
|
114
$38.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
112New |
$34.8K - $37.6K
|
112
$38.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
109+ 0.84% |
$33.9K - $36.6K
|
13.1K
$4.45M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
102+ 2.38% |
$31.7K - $34.2K
|
4.39K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
102+ 15.04% |
$31.7K - $34.2K
|
780
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
98+ 1.36% |
$30.5K - $32.9K
|
7.31K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
96+ 10.5% |
$29.9K - $32.2K
|
1.01K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
95+ 5.36% |
$29.6K - $31.9K
|
1.87K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
94+ 6.95% |
$29.2K - $31.6K
|
1.45K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
91+ 0.06% |
$28.3K - $30.5K
|
142K
$48.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
91New |
$28.3K - $30.5K
|
91
$31K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
90+ 4.48% |
$28K - $30.2K
|
2.1K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
89+ 0.5% |
$27.7K - $29.9K
|
18K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
88+ 0.38% |
$27.4K - $29.5K
|
23.5K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
84New |
$26.1K - $28.2K
|
84
$28.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 3.06% |
$23.3K - $25.2K
|
2.53K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
75New |
$23.3K - $25.2K
|
75
$25.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
73+ 0.72% |
$22.7K - $24.5K
|
10.2K
$3.48M
|