Purchases and Sales Made in Q4 2025 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 2025. 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 05, 2026 Q4 2025
Argent Capital Management LLC

BUY
 -
199K
New
$71.4M - $75M
199K $73.2M
Jan 21, 2026 Q4 2025
Robinhood Asset Management, LLC

Menlo Park, CA
BUY
 -
62.4K
New
$22.4M - $23.5M
62.4K $22.9M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
14.2K
+ 21.59%
$5.08M - $5.34M
79.9K $29.4M
Jan 15, 2026 Q4 2025
Scharf Investments, LLC

BUY
 -
8.31K
New
$2.98M - $3.13M
8.31K $3.06M
Jan 20, 2026 Q4 2025
Hippocratic Financial Advisors, LLC

Westlake Village, CA
BUY
 -
7.79K
+ 5.87%
$2.79M - $2.93M
140K $51.7M
Jan 23, 2026 Q4 2025
Choreo, LLC

Minneapolis, MN
BUY
 -
7.03K
+ 5.15%
$2.52M - $2.65M
143K $52.8M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
5.24K
New
$1.88M - $1.97M
5.24K $1.93M
Jan 20, 2026 Q4 2025
Stewardship Concepts Financial Services LLC

Spokane, WA
BUY
 -
4.78K
New
$1.71M - $1.8M
4.78K $1.76M
Jan 08, 2026 Q4 2025
Fulton Bank, N.A.

BUY
 -
4.77K
+ 239.15%
$1.71M - $1.8M
6.77K $2.49M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
4.31K
+ 459.28%
$1.54M - $1.62M
5.25K $1.93M
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.15K
New
$1.49M - $1.56M
4.15K $1.53M
Jan 16, 2026 Q4 2025
Asl Financial, LLC

Los Gatos, CA
BUY
 -
3.65K
New
$1.31M - $1.37M
3.65K $1.34M
Jan 12, 2026 Q4 2025
Legacy Wealth Asset Management, LLC

BUY
 -
3.6K
New
$1.29M - $1.36M
3.6K $1.32M
Jan 15, 2026 Q4 2025
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
3.44K
+ 15.61%
$1.23M - $1.29M
25.5K $9.37M
Jan 14, 2026 Q4 2025
Praetorian Wealth Management, Inc.

BUY
 -
3.29K
New
$1.18M - $1.24M
3.29K $1.21M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
3.26K
+ 25.13%
$1.17M - $1.23M
16.2K $5.96M
Jan 15, 2026 Q4 2025
Polaris Investment Advisors, LLC

Framingham, MA
BUY
 -
3.23K
New
$1.16M - $1.22M
3.23K $1.19M
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.87K
+ 100.0%
$1.03M - $1.08M
5.73K $2.11M
Jan 06, 2026 Q4 2025
Eagle Wealth Strategies LLC

West Deptford, NJ
BUY
 -
2.81K
New
$1.01M - $1.06M
2.81K $1.03M
Jan 21, 2026 Q4 2025
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
2.55K
+ 32.65%
$914K - $960K
10.4K $3.81M
Jan 13, 2026 Q4 2025
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2.54K
+ 157.09%
$909K - $955K
4.15K $1.53M
Jan 21, 2026 Q4 2025
Mayport, LLC

BUY
 -
2.35K
New
$843K - $886K
2.35K $865K
Jan 23, 2026 Q4 2025
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
2.29K
+ 20.24%
$822K - $863K
13.6K $5.01M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
2.26K
+ 2.02%
$810K - $851K
114K $42.1M
Jan 16, 2026 Q4 2025
Omnia Family Wealth, LLC

BUY
 -
1.85K
New
$662K - $696K
1.85K $680K
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.77K
New
$635K - $668K
1.77K $652K
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.75K
+ 3.06%
$628K - $659K
59K $21.7M
Jan 12, 2026 Q4 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
1.62K
New
$581K - $610K
1.62K $596K
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
1.57K
New
$563K - $592K
1.57K $578K
Jan 13, 2026 Q4 2025
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
1.24K
New
$444K - $467K
1.24K $456K
Jan 08, 2026 Q4 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.23K
+ 7.06%
$441K - $464K
18.7K $6.87M
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.08K
+ 16.69%
$388K - $408K
7.57K $2.79M
Jan 12, 2026 Q4 2025
Foster Group, Inc.

BUY
 -
1.01K
New
$363K - $381K
1.01K $372K
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
922
New
$330K - $347K
922 $339K
Jan 05, 2026 Q4 2025
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
BUY
 -
900
New
$323K - $339K
900 $331K
Jan 16, 2026 Q4 2025
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
796
New
$285K - $300K
796 $293K
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
707
+ 22.74%
$253K - $266K
3.82K $1.4M
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
702
+ 3.54%
$252K - $264K
20.5K $7.55M
Jan 13, 2026 Q4 2025
Parsons Capital Management Inc

BUY
 -
677
+ 5.8%
$243K - $255K
12.4K $4.54M
Jan 07, 2026 Q4 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
671
New
$240K - $253K
671 $247K
Jan 14, 2026 Q4 2025
Inves Trust

Oklahoma City, OK
BUY
 -
595
New
$213K - $224K
595 $219K
Jan 07, 2026 Q4 2025
Everhart Financial Group, Inc.

BUY
 -
582
New
$209K - $219K
582 $214K
Jan 16, 2026 Q4 2025
Dorato Capital Management

Denver, CO
BUY
 -
566
New
$203K - $213K
566 $208K
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
541
New
$194K - $204K
541 $199K
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
526
+ 0.72%
$189K - $198K
73.8K $27.2M
Jan 07, 2026 Q4 2025
Northside Capital Management, LLC

BUY
 -
522
+ 33.76%
$187K - $197K
2.07K $761K
Jan 20, 2026 Q4 2025
ETF Portfolio Partners, Inc.

BUY
 -
501
+ 1.45%
$180K - $189K
35K $12.9M
Jan 20, 2026 Q4 2025
St. Clair Advisors, LLC

Mayfield Hts, OH
BUY
 -
489
+ 3.82%
$175K - $184K
13.3K $4.88M
Jan 16, 2026 Q4 2025
Kendall Capital Management

BUY
 -
476
+ 12.89%
$171K - $179K
4.17K $1.53M

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