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 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-523- 11.8% |
$163K - $176K
|
3.91K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-529- 0.65% |
$165K - $178K
|
81.3K
$24.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-537- 0.73% |
$167K - $180K
|
72.6K
$22.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-547- 15.36% |
$170K - $184K
|
3.01K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-556- 3.18% |
$173K - $187K
|
16.9K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-559- 0.45% |
$174K - $188K
|
123K
$37.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-563- 2.21% |
$175K - $189K
|
24.9K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-567- 8.46% |
$176K - $190K
|
6.14K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-572- 31.15% |
$178K - $192K
|
1.26K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-572- 6.61% |
$178K - $192K
|
8.08K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-591- 6.54% |
$184K - $198K
|
8.44K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-640- 1.19% |
$199K - $215K
|
53.3K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-651- 1.23% |
$203K - $219K
|
52.3K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-682- 22.32% |
$212K - $229K
|
2.37K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-684- 6.44% |
$213K - $230K
|
9.93K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-719- 11.83% |
$224K - $241K
|
5.36K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-730- 1.45% |
$227K - $245K
|
49.6K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-754- 48.87% |
$235K - $253K
|
789
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-782- 10.37% |
$243K - $262K
|
6.76K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-791- 5.59% |
$246K - $265K
|
13.4K
$4.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-822- 0.56% |
$256K - $276K
|
145K
$44.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-850- 11.81% |
$264K - $285K
|
6.35K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-875- 3.19% |
$272K - $294K
|
26.6K
$8.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-920- 1.36% |
$286K - $309K
|
66.9K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-953- 5.08% |
$296K - $320K
|
17.8K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-968- 2.76% |
$301K - $325K
|
34.1K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-980- 2.39% |
$305K - $329K
|
40K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-986- 1.42% |
$307K - $331K
|
68.3K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-989- 60.64% |
$308K - $332K
|
642
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-992- 33.96% |
$309K - $333K
|
1.93K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1K- 5.4% |
$311K - $336K
|
17.5K
$5.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.02K- 0.91% |
$319K - $344K
|
112K
$34.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.03K- 3.54% |
$319K - $344K
|
27.9K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.04K- 24.0% |
$325K - $350K
|
3.31K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.06K- 9.61% |
$331K - $357K
|
10K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.07K- 24.27% |
$332K - $358K
|
3.33K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 8.37% |
$334K - $360K
|
11.8K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 0.99% |
$336K - $363K
|
108K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.12K- 23.98% |
$348K - $375K
|
3.54K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.13K- 0.99% |
$352K - $380K
|
113K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.13K- 45.32% |
$353K - $381K
|
1.37K
$417K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.14K- 4.31% |
$353K - $381K
|
25.2K
$7.68M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.14K- 3.16% |
$354K - $382K
|
34.8K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 4.16% |
$360K - $389K
|
26.7K
$8.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 1.85% |
$376K - $405K
|
64K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.29K- 4.13% |
$400K - $431K
|
29.8K
$9.09M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.3K- 32.44% |
$404K - $436K
|
2.71K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.32K- 15.64% |
$412K - $444K
|
7.14K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 0.53% |
$416K - $448K
|
250K
$76.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.34K- 1.4% |
$416K - $449K
|
93.9K
$28.6M
|