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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-259- 5.71% |
$80.6K - $86.9K
|
4.28K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-262- 26.87% |
$81.5K - $87.9K
|
713
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-267- 7.71% |
$83.1K - $89.6K
|
3.19K
$974K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 7.48% |
$83.7K - $90.3K
|
3.33K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-272- 10.96% |
$84.6K - $91.3K
|
2.21K
$674K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-282- 0.36% |
$87.7K - $94.7K
|
77.5K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-287- 2.38% |
$89.3K - $96.3K
|
11.8K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-287- 0.53% |
$89.3K - $96.3K
|
54.4K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-288- 1.98% |
$89.6K - $96.7K
|
14.3K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-288- 2.63% |
$89.6K - $96.7K
|
10.7K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 1.27% |
$91.2K - $98.3K
|
22.8K
$6.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-295- 2.73% |
$91.8K - $99K
|
10.5K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-296- 9.66% |
$92.1K - $99.3K
|
2.77K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-300- 1.79% |
$93.3K - $101K
|
16.5K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-300- 4.25% |
$93.3K - $101K
|
6.76K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-300- 20.69% |
$93.3K - $101K
|
1.15K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-302- 24.77% |
$94K - $101K
|
917
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-311- 0.5% |
$96.8K - $104K
|
61.5K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-311- 10.09% |
$96.8K - $104K
|
2.77K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-319- 7.43% |
$99.2K - $107K
|
3.98K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-320- 4.26% |
$99.6K - $107K
|
7.2K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-327- 21.86% |
$102K - $110K
|
1.17K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 1.8% |
$102K - $110K
|
17.8K
$5.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.42% |
$106K - $115K
|
81.8K
$24.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 4.1% |
$109K - $117K
|
8.2K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-358- 0.77% |
$111K - $120K
|
46.2K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-358- 4.89% |
$111K - $120K
|
6.96K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-360- 20.22% |
$112K - $121K
|
1.42K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-380- 9.42% |
$118K - $128K
|
3.66K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-384- 3.93% |
$119K - $129K
|
9.39K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-390- 14.66% |
$121K - $131K
|
2.27K
$693K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-390- 2.25% |
$121K - $131K
|
17K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-396- 23.87% |
$123K - $133K
|
1.26K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-397- 37.38% |
$124K - $133K
|
665
$203K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-405- 2.51% |
$126K - $136K
|
15.7K
$4.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-406- 2.78% |
$126K - $136K
|
14.2K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-409- 0.93% |
$127K - $137K
|
43.8K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-409- 5.14% |
$127K - $137K
|
7.54K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-430- 3.0% |
$134K - $144K
|
13.9K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-431- 6.96% |
$134K - $145K
|
5.76K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-439- 3.43% |
$137K - $147K
|
12.4K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-444- 0.81% |
$138K - $149K
|
54.1K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-449- 22.51% |
$140K - $151K
|
1.55K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-451- 2.17% |
$140K - $151K
|
20.3K
$6.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-470- 22.15% |
$146K - $158K
|
1.65K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-478- 17.14% |
$149K - $160K
|
2.31K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-478- 1.46% |
$149K - $160K
|
32.3K
$9.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-483- 6.1% |
$150K - $162K
|
7.43K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-500- 1.68% |
$156K - $168K
|
29.3K
$8.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-500- 11.36% |
$156K - $168K
|
3.9K
$1.19M
|