Latest Institutional Transactions on Ishares Tr Russell 1000 ETF (IWB)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 1000 ETF (IWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-249- 1.13% |
$89.2K - $93.8K
|
21.8K
$8.02M
|
|
|
Jan 29, 2026
Q4 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-233- 6.21% |
$83.5K - $87.7K
|
3.52K
$1.29M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.01K+ 217.04% |
$721K - $758K
|
2.94K
$1.08M
|
|
|
Jan 29, 2026
Q4 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-573- 17.82% |
$205K - $216K
|
2.64K
$972K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-642- 5.71% |
$230K - $242K
|
10.6K
$3.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.11K+ 108.11% |
$1.47M - $1.55M
|
7.9K
$2.91M
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
649+ 23.56% |
$233K - $244K
|
3.4K
$1.25M
|
|
|
Jan 29, 2026
Q4 2025
|
Courier Capital LLC
|
SELL
|
- |
-291- 11.91% |
$104K - $110K
|
2.15K
$792K
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
SELL
|
- |
-413- 54.63% |
$148K - $156K
|
343
$126K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-345- 6.48% |
$124K - $130K
|
4.98K
$1.83M
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4+ 0.24% |
$1.43K - $1.51K
|
1.69K
$620K
|
|
|
Jan 29, 2026
Q4 2025
|
Hegarty Advisors, LLC
Garden City, NY |
BUY
|
- |
749New |
$268K - $282K
|
749
$276K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-35.6K- 3.76% |
$12.8M - $13.4M
|
910K
$335M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.2K+ 17.37% |
$1.51M - $1.58M
|
28.4K
$10.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-138- 9.39% |
$49.5K - $52K
|
1.33K
$490K
|
|
|
Jan 29, 2026
Q4 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-615- 11.8% |
$220K - $232K
|
4.6K
$1.69M
|
|
|
Jan 29, 2026
Q4 2025
|
Matisse Capital
|
SELL
|
- |
-13- 2.24% |
$4.66K - $4.9K
|
567
$209K
|
|
|
Jan 29, 2026
Q4 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.46K- 50.31% |
$524K - $551K
|
1.45K
$532K
|
|
|
Jan 29, 2026
Q4 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.06% |
$358 - $377
|
1.74K
$640K
|
|
|
Jan 29, 2026
Q4 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-340- 10.78% |
$122K - $128K
|
2.82K
$1.04M
|
|
|
Jan 29, 2026
Q4 2025
|
James Investment Research Inc
|
SELL
|
- |
-454- 6.19% |
$163K - $171K
|
6.88K
$2.53M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
341+ 3.06% |
$122K - $128K
|
11.5K
$4.22M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmr Wealth Builders
|
BUY
|
- |
58+ 2.28% |
$20.8K - $21.8K
|
2.61K
$959K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
420+ 0.08% |
$151K - $158K
|
535K
$197M
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9- 0.92% |
$3.23K - $3.39K
|
969
$356K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-52- 0.32% |
$18.6K - $19.6K
|
16.3K
$6.01M
|
|
|
Jan 29, 2026
Q4 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-279- 1.83% |
$100K - $105K
|
15K
$5.51M
|
|
|
Jan 28, 2026
Q4 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-50- 6.94% |
$17.9K - $18.8K
|
670
$246K
|
|
|
Jan 28, 2026
Q4 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-186- 9.18% |
$66.7K - $70K
|
1.84K
$677K
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.82M- 99.48% |
$1.01B - $1.06B
|
14.7K
$5.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 0.13% |
$3.94K - $4.14K
|
8.29K
$3.05M
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
15+ 0.88% |
$5.38K - $5.65K
|
1.71K
$631K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2- 0.19% |
$717 - $753
|
1.05K
$387K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.92K- 7.47% |
$687K - $722K
|
23.8K
$8.74M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
55+ 6.52% |
$19.7K - $20.7K
|
899
$331K
|
|
|
Jan 28, 2026
Q4 2025
|
Story One LLC
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 0.36% |
$53.8K - $56.5K
|
41.1K
$15.1M
|
|
|
Jan 28, 2026
Q4 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-74- 3.71% |
$26.5K - $27.9K
|
1.92K
$706K
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-711- 2.83% |
$255K - $268K
|
24.4K
$8.97M
|
|
|
Jan 28, 2026
Q4 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-218- 2.21% |
$78.1K - $82.1K
|
9.67K
$3.56M
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-79- 15.74% |
$28.3K - $29.7K
|
423
$156K
|
|
|
Jan 28, 2026
Q4 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
3+ 0.3% |
$1.08K - $1.13K
|
992
$365K
|
|
|
Jan 28, 2026
Q4 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-112- 4.9% |
$40.1K - $42.2K
|
2.17K
$799K
|
|
|
Jan 28, 2026
Q4 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-707- 1.92% |
$253K - $266K
|
36.1K
$13.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-318- 0.62% |
$114K - $120K
|
51.2K
$18.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35- 2.29% |
$12.5K - $13.2K
|
1.49K
$549K
|
|
|
Jan 28, 2026
Q4 2025
|
Libra Wealth LLC
|
BUY
|
- |
538New |
$193K - $203K
|
538
$198K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-179- 29.2% |
$64.2K - $67.4K
|
434
$160K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.14K+ 16.33% |
$768K - $807K
|
15.3K
$5.62M
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
625+ 10.24% |
$224K - $235K
|
6.73K
$2.47M
|
|