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
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.47K- 39.12% |
$458K - $494K
|
2.29K
$710K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.49K- 5.0% |
$462K - $498K
|
28.2K
$8.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 0.92% |
$467K - $504K
|
162K
$50.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.53K- 0.66% |
$474K - $512K
|
229K
$71.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 11.03% |
$492K - $530K
|
12.7K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.64K- 24.19% |
$509K - $549K
|
5.12K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 19.45% |
$510K - $550K
|
6.79K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.66K- 9.0% |
$516K - $557K
|
16.8K
$5.19M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.69K- 76.56% |
$524K - $566K
|
516
$160K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-1.77K- 16.5% |
$550K - $594K
|
8.95K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 40.19% |
$550K - $594K
|
2.63K
$816K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.8K- 5.31% |
$558K - $602K
|
32K
$9.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 0.75% |
$561K - $605K
|
239K
$74M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.81K- 0.32% |
$562K - $606K
|
570K
$177M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.86K- 12.52% |
$578K - $624K
|
13K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 0.55% |
$581K - $626K
|
334K
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.35% |
$588K - $634K
|
78.7K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.96K- 66.38% |
$610K - $658K
|
993
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2K- 40.0% |
$622K - $671K
|
3K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-2.03K- 5.98% |
$632K - $681K
|
31.9K
$9.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 5.74% |
$651K - $702K
|
34.3K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.12K- 11.23% |
$659K - $711K
|
16.7K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.22K- 18.3% |
$692K - $746K
|
9.93K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.28K- 5.16% |
$708K - $764K
|
41.8K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.32K- 3.35% |
$722K - $779K
|
67.1K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 3.51% |
$784K - $846K
|
69.3K
$21.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.55K- 26.96% |
$795K - $857K
|
6.92K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 60.77% |
$795K - $858K
|
1.65K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-2.56K- 55.38% |
$796K - $859K
|
2.06K
$639K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.56K- 1.37% |
$796K - $859K
|
184K
$57.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 2.83% |
$799K - $862K
|
88.1K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.62K- 0.21% |
$814K - $879K
|
1.22M
$377M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.69K- 23.66% |
$835K - $901K
|
8.66K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.81K- 44.03% |
$874K - $942K
|
3.57K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.84K- 5.25% |
$883K - $953K
|
51.3K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.96K- 1.3% |
$922K - $995K
|
225K
$69.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 1.41% |
$959K - $1.03M
|
215K
$66.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.23K- 2.62% |
$1M - $1.08M
|
120K
$37.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3.25K- 1.61% |
$1.01M - $1.09M
|
199K
$61.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.28K- 10.45% |
$1.02M - $1.1M
|
28.1K
$8.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.39K- 2.96% |
$1.05M - $1.14M
|
111K
$34.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.54K- 3.28% |
$1.1M - $1.19M
|
105K
$32.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.6K- 50.86% |
$1.12M - $1.21M
|
3.47K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.66K- 1.6% |
$1.14M - $1.23M
|
224K
$69.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.72K- 5.99% |
$1.16M - $1.25M
|
58.4K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.9K- 0.5% |
$1.21M - $1.31M
|
778K
$241M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.97K- 3.07% |
$1.24M - $1.33M
|
125K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.98K- 1.04% |
$1.24M - $1.34M
|
378K
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.06K- 10.45% |
$1.26M - $1.36M
|
34.8K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 7.64% |
$1.31M - $1.41M
|
50.8K
$15.8M
|