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
|
Coldstream Capital Management Inc
|
BUY
|
- |
279+ 0.42% |
$86.8K - $93.6K
|
66.3K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275+ 5.63% |
$85.6K - $92.3K
|
5.16K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
272+ 0.94% |
$84.6K - $91.3K
|
29.1K
$9.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
269New |
$83.7K - $90.3K
|
269
$90.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
267+ 2.22% |
$83.1K - $89.6K
|
12.3K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
264+ 33.8% |
$82.1K - $88.6K
|
1.05K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
258+ 2.26% |
$80.3K - $86.6K
|
11.7K
$3.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
257+ 1.37% |
$80K - $86.3K
|
19.1K
$6.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
245New |
$76.2K - $82.2K
|
245
$82.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
241+ 0.54% |
$75K - $80.9K
|
45.2K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 8.73% |
$74.7K - $80.6K
|
2.99K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
239+ 6.63% |
$74.4K - $80.2K
|
3.85K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
227+ 14.01% |
$70.6K - $76.2K
|
1.85K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
224+ 19.75% |
$69.7K - $75.2K
|
1.36K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
222New |
$69.1K - $74.5K
|
222
$74.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
218New |
$67.8K - $73.2K
|
218
$73.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
213+ 32.37% |
$66.3K - $71.5K
|
871
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
206+ 2.8% |
$64.1K - $69.1K
|
7.56K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
198+ 1.57% |
$61.6K - $66.5K
|
12.8K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 2.85% |
$59.7K - $64.4K
|
6.93K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
191+ 0.74% |
$59.4K - $64.1K
|
25.9K
$8.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
189+ 0.89% |
$58.8K - $63.4K
|
21.5K
$7.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
189+ 2.39% |
$58.8K - $63.4K
|
8.11K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
188+ 17.62% |
$58.5K - $63.1K
|
1.26K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
187+ 12.76% |
$58.2K - $62.8K
|
1.65K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
182+ 5.14% |
$56.6K - $61.1K
|
3.72K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
181+ 13.07% |
$56.3K - $60.8K
|
1.57K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 0.58% |
$54.4K - $58.7K
|
30.2K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
169+ 0.33% |
$52.6K - $56.7K
|
52.1K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 4.6% |
$52.3K - $56.4K
|
3.82K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 2.53% |
$51.6K - $55.7K
|
6.74K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
161+ 4.87% |
$50.1K - $54K
|
3.47K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
161+ 2.93% |
$50.1K - $54K
|
5.66K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
158New |
$49.2K - $53K
|
158
$53.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
157+ 0.7% |
$48.8K - $52.7K
|
22.5K
$7.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 10.51% |
$47K - $50.7K
|
1.59K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
149+ 3.2% |
$46.4K - $50K
|
4.81K
$1.62M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
148+ 0.64% |
$46K - $49.7K
|
23.3K
$7.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
146+ 6.9% |
$45.4K - $49K
|
2.26K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
141+ 12.5% |
$43.9K - $47.3K
|
1.27K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
141+ 16.51% |
$43.9K - $47.3K
|
995
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 1.44% |
$43.9K - $47.3K
|
9.94K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
139New |
$43.2K - $46.7K
|
139
$46.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
132+ 12.61% |
$41.1K - $44.3K
|
1.18K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
126+ 0.81% |
$39.2K - $42.3K
|
15.6K
$5.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
124+ 0.75% |
$38.6K - $41.6K
|
16.6K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
122+ 0.29% |
$38K - $40.9K
|
42.2K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122New |
$38K - $40.9K
|
122
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
120+ 1.27% |
$37.3K - $40.3K
|
9.56K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
120New |
$37.3K - $40.3K
|
120
$40.3K
|