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 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.31% |
$11.5K - $12.4K
|
11.9K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
34+ 4.11% |
$10.6K - $11.4K
|
862
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
32+ 0.9% |
$9.96K - $10.7K
|
3.59K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 2.2% |
$9.96K - $10.7K
|
1.49K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$9.96K - $10.7K
|
10.2K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.27% |
$9.33K - $10.1K
|
11.1K
$3.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$9.33K - $10.1K
|
30
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
29+ 2.44% |
$9.02K - $9.73K
|
1.22K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29+ 3.01% |
$9.02K - $9.73K
|
994
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27+ 0.69% |
$8.4K - $9.06K
|
3.93K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26+ 0.23% |
$8.09K - $8.73K
|
11.4K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26+ 2.22% |
$8.09K - $8.73K
|
1.2K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$7.78K - $8.39K
|
3.79K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
25+ 7.14% |
$7.78K - $8.39K
|
375
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.49% |
$7.47K - $8.06K
|
4.94K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.04% |
$7.47K - $8.06K
|
65.7K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 0.24% |
$7.47K - $8.06K
|
9.82K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.43% |
$7.16K - $7.72K
|
5.42K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 2.08% |
$6.84K - $7.38K
|
1.08K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22+ 0.51% |
$6.84K - $7.38K
|
4.32K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 3.05% |
$6.22K - $6.71K
|
675
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 1.79% |
$6.22K - $6.71K
|
1.14K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18+ 0.98% |
$5.6K - $6.04K
|
1.86K
$626K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.32% |
$5.6K - $6.04K
|
5.63K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 1.61% |
$5.6K - $6.04K
|
1.14K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 1.8% |
$5.6K - $6.04K
|
1.02K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
17+ 0.35% |
$5.29K - $5.71K
|
4.9K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.72% |
$5.29K - $5.71K
|
1.01K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.19% |
$5.29K - $5.71K
|
8.97K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$5.29K - $5.71K
|
17
$5.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 0.04% |
$4.98K - $5.37K
|
39.7K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$4.98K - $5.37K
|
5.46K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16New |
$4.98K - $5.37K
|
16
$5.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.14% |
$4.98K - $5.37K
|
11.8K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
15+ 0.26% |
$4.67K - $5.03K
|
5.81K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.41% |
$4.04K - $4.36K
|
3.21K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$4.04K - $4.36K
|
19.8K
$6.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$3.73K - $4.03K
|
95.9K
$32.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
11New |
$3.42K - $3.69K
|
11
$3.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.33% |
$3.42K - $3.69K
|
3.32K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$3.42K - $3.69K
|
2.53K
$848K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11+ 0.52% |
$3.42K - $3.69K
|
2.14K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$3.42K - $3.69K
|
10.3K
$3.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.42K - $3.69K
|
3.47K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.31% |
$3.11K - $3.36K
|
3.21K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 1.33% |
$3.11K - $3.36K
|
760
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.3% |
$3.11K - $3.36K
|
3.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.32% |
$3.11K - $3.36K
|
3.15K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$3.11K - $3.36K
|
6.69K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.03% |
$3.11K - $3.36K
|
29.9K
$10M
|