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
|
Comerica Bank
|
BUY
|
- |
2.19K+ 0.38% |
$680K - $734K
|
575K
$193M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.19K+ 89.15% |
$680K - $733K
|
4.64K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.18K+ 3.76% |
$677K - $730K
|
59.9K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$658K - $710K
|
2.12K
$710K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.06KNew |
$642K - $693K
|
2.06K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 43.87% |
$642K - $692K
|
6.77K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.05K+ 45.19% |
$638K - $688K
|
6.59K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
BUY
|
- |
1.97KNew |
$614K - $662K
|
1.97K
$662K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.87K+ 90.54% |
$581K - $626K
|
3.93K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.86K+ 1.37% |
$580K - $625K
|
138K
$46.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 5.76% |
$548K - $591K
|
32.3K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.76K+ 1.7% |
$547K - $590K
|
106K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 3.06% |
$546K - $589K
|
59.2K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.75KNew |
$546K - $589K
|
1.75K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
1.74KNew |
$542K - $585K
|
1.74K
$585K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.71K+ 179.41% |
$531K - $573K
|
2.66K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$529K - $570K
|
1.7K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.67K+ 12.85% |
$519K - $560K
|
14.6K
$4.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.66K+ 30.18% |
$515K - $556K
|
7.14K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$512K - $553K
|
1.65K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.64KNew |
$509K - $549K
|
1.64K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.63KNew |
$507K - $547K
|
1.63K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.6K+ 958.08% |
$498K - $537K
|
1.77K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.58K+ 53.0% |
$492K - $531K
|
4.57K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.58K+ 8.52% |
$492K - $531K
|
20.1K
$6.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
BUY
|
- |
1.57K+ 108.42% |
$489K - $527K
|
3.02K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.56KNew |
$486K - $524K
|
1.56K
$524K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.55KNew |
$481K - $519K
|
1.55K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.52KNew |
$473K - $511K
|
1.52K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.48KNew |
$459K - $495K
|
1.48K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.44K+ 12.63% |
$449K - $484K
|
12.9K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.44KNew |
$448K - $483K
|
1.44K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.44KNew |
$446K - $482K
|
1.44K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.42K+ 38.0% |
$441K - $475K
|
5.14K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.4K+ 24.66% |
$436K - $471K
|
7.09K
$2.38M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.4KNew |
$434K - $469K
|
1.4K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 8.87% |
$434K - $468K
|
17.1K
$5.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.39K+ 164.39% |
$434K - $468K
|
2.24K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.39KNew |
$432K - $466K
|
1.39K
$466K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.35KNew |
$421K - $454K
|
1.35K
$454K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.35KNew |
$420K - $453K
|
1.35K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.34KNew |
$415K - $448K
|
1.34K
$448K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$404K - $436K
|
1.3K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.26KNew |
$393K - $424K
|
1.26K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.25K+ 34.98% |
$389K - $420K
|
4.83K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.25K+ 2.08% |
$389K - $419K
|
61.2K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.19KNew |
$370K - $399K
|
1.19K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.14K+ 57.14% |
$353K - $381K
|
3.12K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.13KNew |
$351K - $378K
|
1.13K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.11K+ 7.22% |
$347K - $374K
|
16.5K
$5.55M
|