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 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12- 1.61% |
$3.73K - $4.03K
|
735
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.56% |
$3.73K - $4.03K
|
2.14K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13- 0.3% |
$4.04K - $4.36K
|
4.33K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-13- 0.91% |
$4.04K - $4.36K
|
1.42K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14- 0.45% |
$4.36K - $4.7K
|
3.08K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.51% |
$4.36K - $4.7K
|
2.75K
$925K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.27% |
$4.67K - $5.03K
|
5.47K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-15- 0.26% |
$4.67K - $5.03K
|
5.7K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-15- 0.67% |
$4.67K - $5.03K
|
2.22K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-15- 0.06% |
$4.67K - $5.03K
|
26.3K
$8.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-15- 1.59% |
$4.67K - $5.03K
|
927
$311K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16- 1.29% |
$4.98K - $5.37K
|
1.23K
$412K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-16- 2.18% |
$4.98K - $5.37K
|
718
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-17- 0.77% |
$5.29K - $5.71K
|
2.2K
$739K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-18- 2.64% |
$5.6K - $6.04K
|
664
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-20- 0.73% |
$6.22K - $6.71K
|
2.74K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 2.0% |
$6.22K - $6.71K
|
981
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-20- 0.25% |
$6.22K - $6.71K
|
7.94K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-20- 0.28% |
$6.22K - $6.71K
|
7.21K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.24% |
$6.22K - $6.71K
|
8.27K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-20- 0.44% |
$6.22K - $6.71K
|
4.54K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23- 0.81% |
$7.16K - $7.72K
|
2.81K
$945K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-23- 2.69% |
$7.16K - $7.72K
|
832
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-24- 1.1% |
$7.47K - $8.06K
|
2.15K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24- 0.9% |
$7.47K - $8.06K
|
2.63K
$884K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 0.55% |
$7.78K - $8.39K
|
4.52K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.08% |
$7.78K - $8.39K
|
29.5K
$9.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-25- 1.02% |
$7.78K - $8.39K
|
2.42K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-28- 1.0% |
$8.71K - $9.4K
|
2.76K
$927K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-30- 0.59% |
$9.33K - $10.1K
|
5.04K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 1.57% |
$9.64K - $10.4K
|
1.94K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 22.79% |
$9.64K - $10.4K
|
105
$35.3K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 1.88% |
$9.64K - $10.4K
|
1.61K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.34% |
$9.64K - $10.4K
|
2.29K
$769K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-32- 1.46% |
$9.96K - $10.7K
|
2.16K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-33- 3.36% |
$10.3K - $11.1K
|
949
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-34- 0.84% |
$10.6K - $11.4K
|
4.01K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35- 2.12% |
$10.9K - $11.7K
|
1.62K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-36- 0.63% |
$11.2K - $12.1K
|
5.69K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.76% |
$11.2K - $12.1K
|
4.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-37- 0.64% |
$11.5K - $12.4K
|
5.76K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-38- 1.53% |
$11.8K - $12.8K
|
2.44K
$820K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-38- 0.86% |
$11.8K - $12.8K
|
4.36K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-38- 12.06% |
$11.8K - $12.8K
|
277
$93K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-39- 2.73% |
$12.1K - $13.1K
|
1.39K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-39- 0.39% |
$12.1K - $13.1K
|
9.98K
$3.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 6.98% |
$12.4K - $13.4K
|
533
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.43% |
$12.4K - $13.4K
|
9.29K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-40- 4.72% |
$12.4K - $13.4K
|
808
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-42- 6.3% |
$13.1K - $14.1K
|
625
$210K
|