Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 2025. 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 05, 2026
Q4 2025
|
Argent Capital Management LLC
|
BUY
|
- |
199KNew |
$71.4M - $75M
|
199K
$73.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2K+ 21.59% |
$5.08M - $5.34M
|
79.9K
$29.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
8.31KNew |
$2.98M - $3.13M
|
8.31K
$3.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.24KNew |
$1.88M - $1.97M
|
5.24K
$1.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
4.77K+ 239.15% |
$1.71M - $1.8M
|
6.77K
$2.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.31K+ 459.28% |
$1.54M - $1.62M
|
5.25K
$1.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.15KNew |
$1.49M - $1.56M
|
4.15K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.6KNew |
$1.29M - $1.36M
|
3.6K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.44K+ 15.61% |
$1.23M - $1.29M
|
25.5K
$9.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.29KNew |
$1.18M - $1.24M
|
3.29K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.23KNew |
$1.16M - $1.22M
|
3.23K
$1.19M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.87K+ 100.0% |
$1.03M - $1.08M
|
5.73K
$2.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.81KNew |
$1.01M - $1.06M
|
2.81K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.54K+ 157.09% |
$909K - $955K
|
4.15K
$1.53M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77KNew |
$635K - $668K
|
1.77K
$652K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.62KNew |
$581K - $610K
|
1.62K
$596K
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
1.57KNew |
$563K - $592K
|
1.57K
$578K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.24KNew |
$444K - $467K
|
1.24K
$456K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.23K+ 7.06% |
$441K - $464K
|
18.7K
$6.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.01KNew |
$363K - $381K
|
1.01K
$372K
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
922New |
$330K - $347K
|
922
$339K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
900New |
$323K - $339K
|
900
$331K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
707+ 22.74% |
$253K - $266K
|
3.82K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
702+ 3.54% |
$252K - $264K
|
20.5K
$7.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
677+ 5.8% |
$243K - $255K
|
12.4K
$4.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
671New |
$240K - $253K
|
671
$247K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
595New |
$213K - $224K
|
595
$219K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
582New |
$209K - $219K
|
582
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
541New |
$194K - $204K
|
541
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
526+ 0.72% |
$189K - $198K
|
73.8K
$27.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
522+ 33.76% |
$187K - $197K
|
2.07K
$761K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
452+ 9.61% |
$162K - $170K
|
5.16K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
415+ 18.33% |
$149K - $156K
|
2.68K
$986K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
385+ 5.73% |
$138K - $145K
|
7.11K
$2.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
357+ 24.14% |
$128K - $134K
|
1.84K
$675K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
325+ 6.98% |
$116K - $122K
|
4.98K
$1.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
320+ 36.74% |
$115K - $120K
|
1.19K
$438K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
311+ 2.13% |
$111K - $117K
|
14.9K
$5.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
286+ 31.96% |
$102K - $108K
|
1.18K
$434K
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
274+ 3.21% |
$98.2K - $103K
|
8.8K
$3.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
272+ 3.62% |
$97.5K - $102K
|
7.79K
$2.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
268+ 43.72% |
$96K - $101K
|
881
$324K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
241+ 5.23% |
$86.4K - $90.7K
|
4.85K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
184+ 0.46% |
$65.9K - $69.3K
|
40.2K
$14.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
146New |
$52.3K - $55K
|
146
$53.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
86New |
$30.8K - $32.4K
|
86
$31.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
66+ 0.88% |
$23.7K - $24.9K
|
7.59K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
54+ 0.26% |
$19.4K - $20.3K
|
20.9K
$7.67M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
51+ 0.76% |
$18.3K - $19.2K
|
6.79K
$2.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
51+ 78.46% |
$18.3K - $19.2K
|
116
$42.7K
|
|