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
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
14.9KNew |
$4.62M - $4.99M
|
14.9K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7K+ 27.64% |
$4.56M - $4.92M
|
67.7K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
13.1KNew |
$4.07M - $4.39M
|
13.1K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
12.4KNew |
$3.85M - $4.15M
|
12.4K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 79.26% |
$3.59M - $3.87M
|
26.1K
$8.76M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.5K+ 210.4% |
$3.58M - $3.86M
|
17K
$5.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$3.54M - $3.82M
|
11.4K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
11KNew |
$3.43M - $3.7M
|
11K
$3.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
10.9K+ 1554.26% |
$3.4M - $3.67M
|
11.6K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3K+ 2.17% |
$3.2M - $3.45M
|
485K
$163M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.99K+ 4.83% |
$3.11M - $3.35M
|
217K
$72.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.93K+ 11.09% |
$3.09M - $3.33M
|
99.5K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.5K+ 8.22% |
$2.95M - $3.19M
|
125K
$42M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.18K+ 5.13% |
$2.86M - $3.08M
|
188K
$63.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
9.08K+ 881.84% |
$2.83M - $3.05M
|
10.1K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.87K+ 75.88% |
$2.76M - $2.98M
|
20.6K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.66K+ 1161.13% |
$2.69M - $2.91M
|
9.41K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.59KNew |
$2.67M - $2.88M
|
8.59K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.56K+ 171.49% |
$2.66M - $2.87M
|
13.6K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.2K+ 10.17% |
$2.55M - $2.75M
|
88.8K
$29.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.92K+ 50.14% |
$2.47M - $2.66M
|
23.7K
$7.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.72K+ 294.99% |
$2.4M - $2.59M
|
10.3K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.68K+ 93.78% |
$2.39M - $2.58M
|
15.9K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.63KNew |
$2.37M - $2.56M
|
7.63K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.9KNew |
$2.15M - $2.32M
|
6.9K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
6.89KNew |
$2.14M - $2.31M
|
6.89K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.83KNew |
$2.13M - $2.29M
|
6.83K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.77K+ 816.02% |
$2.11M - $2.27M
|
7.6K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
6.69KNew |
$2.08M - $2.25M
|
6.69K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 48.99% |
$2.07M - $2.24M
|
20.3K
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.65K+ 13.16% |
$2.07M - $2.23M
|
57.2K
$19.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.28K+ 7.56% |
$1.95M - $2.11M
|
89.4K
$30M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.01K+ 3.4% |
$1.87M - $2.02M
|
183K
$61.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.86K+ 454.11% |
$1.82M - $1.97M
|
7.15K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 2.95% |
$1.81M - $1.95M
|
203K
$68.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.78KNew |
$1.8M - $1.94M
|
5.78K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.61K+ 19.71% |
$1.75M - $1.88M
|
34.1K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.59K+ 342.61% |
$1.74M - $1.88M
|
7.22K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.59K+ 3.49% |
$1.74M - $1.88M
|
166K
$55.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 3.76% |
$1.73M - $1.86M
|
153K
$51.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.53K+ 18.35% |
$1.72M - $1.86M
|
35.7K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.47KNew |
$1.7M - $1.84M
|
5.47K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4K+ 51.16% |
$1.68M - $1.81M
|
16K
$5.36M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 148.99% |
$1.66M - $1.79M
|
8.89K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.3K+ 60.46% |
$1.65M - $1.78M
|
14.1K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.19K+ 34566.67% |
$1.61M - $1.74M
|
5.2K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.99K+ 1.75% |
$1.55M - $1.67M
|
289K
$97.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.96K+ 20.69% |
$1.54M - $1.66M
|
28.9K
$9.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.74KNew |
$1.47M - $1.59M
|
4.74K
$1.59M
|