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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 0.55% |
$7.78K - $8.39K
|
4.52K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-25- 1.02% |
$7.78K - $8.39K
|
2.42K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.08% |
$7.78K - $8.39K
|
29.5K
$8.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-28- 1.0% |
$8.71K - $9.4K
|
2.76K
$842K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-30- 0.59% |
$9.33K - $10.1K
|
5.04K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 1.57% |
$9.64K - $10.4K
|
1.94K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 22.79% |
$9.64K - $10.4K
|
105
$32K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.34% |
$9.64K - $10.4K
|
2.29K
$699K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 1.88% |
$9.64K - $10.4K
|
1.61K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-32- 1.46% |
$9.96K - $10.7K
|
2.16K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-33- 3.36% |
$10.3K - $11.1K
|
949
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-34- 0.84% |
$10.6K - $11.4K
|
4.01K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35- 2.12% |
$10.9K - $11.7K
|
1.62K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.76% |
$11.2K - $12.1K
|
4.7K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-36- 0.63% |
$11.2K - $12.1K
|
5.69K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-37- 0.64% |
$11.5K - $12.4K
|
5.76K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.86% |
$11.8K - $12.8K
|
4.36K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-38- 1.53% |
$11.8K - $12.8K
|
2.44K
$745K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-38- 12.06% |
$11.8K - $12.8K
|
277
$84.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-39- 2.73% |
$12.1K - $13.1K
|
1.39K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-39- 0.39% |
$12.1K - $13.1K
|
9.98K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 6.98% |
$12.4K - $13.4K
|
533
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.43% |
$12.4K - $13.4K
|
9.29K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-40- 4.72% |
$12.4K - $13.4K
|
808
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-42- 6.3% |
$13.1K - $14.1K
|
625
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-44- 0.17% |
$13.7K - $14.8K
|
25.2K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-44- 5.12% |
$13.7K - $14.8K
|
816
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-45- 1.03% |
$14K - $15.1K
|
4.34K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-46- 0.66% |
$14.3K - $15.4K
|
6.91K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-47- 0.62% |
$14.6K - $15.8K
|
7.53K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-48- 6.18% |
$14.9K - $16.1K
|
729
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-48- 0.25% |
$14.9K - $16.1K
|
18.8K
$5.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-50- 5.61% |
$15.6K - $16.8K
|
841
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.23% |
$15.6K - $16.8K
|
22.1K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-50- 0.81% |
$15.6K - $16.8K
|
6.1K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-50- 2.42% |
$15.6K - $16.8K
|
2.02K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-51- 2.46% |
$15.9K - $17.1K
|
2.03K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 3.85% |
$17.1K - $18.5K
|
1.38K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 1.21% |
$17.7K - $19.1K
|
4.65K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-57- 0.68% |
$17.7K - $19.1K
|
8.33K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-57- 0.07% |
$17.7K - $19.1K
|
82.3K
$25.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-59- 0.55% |
$18.4K - $19.8K
|
10.7K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60- 33.33% |
$18.7K - $20.1K
|
120
$36.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-60- 0.53% |
$18.7K - $20.1K
|
11.3K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-60- 3.46% |
$18.7K - $20.1K
|
1.67K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-61- 9.34% |
$19K - $20.5K
|
592
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-62- 0.57% |
$19.3K - $20.8K
|
10.9K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 8.99% |
$20.2K - $21.8K
|
658
$201K
|