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 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$311 - $336
|
1.5K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.0% |
$311 - $336
|
214K
$71.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
8.36K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.18% |
$311 - $336
|
548
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$311 - $336
|
785
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$311 - $336
|
4.59K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$311 - $336
|
28.7K
$9.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
3.23K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
2.9K
$974K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
10.9K
$3.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$311 - $336
|
1.05K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.27% |
$311 - $336
|
373
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$311 - $336
|
570
$191K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$311 - $336
|
825
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.14% |
$311 - $336
|
722
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.08% |
$311 - $336
|
1.25K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$311 - $336
|
5.24K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1- 0.13% |
$311 - $336
|
747
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.12% |
$311 - $336
|
818
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1- 0.06% |
$311 - $336
|
1.55K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.01% |
$311 - $336
|
11.1K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 1.18% |
$311 - $336
|
84
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2- 0.05% |
$622 - $671
|
3.75K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.21% |
$622 - $671
|
935
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 3.64% |
$622 - $671
|
53
$17.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$622 - $671
|
2.11K
$707K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-2- 0.27% |
$622 - $671
|
752
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3- 0.18% |
$933 - $1.01K
|
1.65K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4- 0.29% |
$1.24K - $1.34K
|
1.37K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.56% |
$1.56K - $1.68K
|
895
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5- 0.09% |
$1.56K - $1.68K
|
5.56K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5- 0.3% |
$1.56K - $1.68K
|
1.69K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.45% |
$1.87K - $2.01K
|
1.31K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.37% |
$1.87K - $2.01K
|
1.63K
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6- 0.04% |
$1.87K - $2.01K
|
15.4K
$5.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6- 0.03% |
$1.87K - $2.01K
|
20.7K
$6.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.32% |
$1.87K - $2.01K
|
1.87K
$629K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.01K
|
8.69K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-8- 0.03% |
$2.49K - $2.69K
|
25.2K
$8.47M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9- 0.02% |
$2.8K - $3.02K
|
52.3K
$17.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-9- 0.98% |
$2.8K - $3.02K
|
909
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.12% |
$2.8K - $3.02K
|
7.57K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 1.28% |
$3.11K - $3.36K
|
769
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-10- 0.49% |
$3.11K - $3.36K
|
2.04K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-10- 0.61% |
$3.11K - $3.36K
|
1.64K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-10- 0.09% |
$3.11K - $3.36K
|
10.5K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-10- 0.04% |
$3.11K - $3.36K
|
26.7K
$8.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11- 0.26% |
$3.42K - $3.69K
|
4.2K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.24% |
$3.73K - $4.03K
|
954
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 0.96% |
$3.73K - $4.03K
|
1.24K
$417K
|