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 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-20- 0.73% |
$6.22K - $6.71K
|
2.74K
$917K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-82- 3.13% |
$25.5K - $27.5K
|
2.54K
$851K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11+ 0.52% |
$3.42K - $3.69K
|
2.14K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-104- 3.22% |
$32.4K - $34.9K
|
3.12K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.53K+ 18.35% |
$1.72M - $1.86M
|
35.7K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
486+ 1.26% |
$151K - $163K
|
39.1K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.69K- 23.66% |
$835K - $901K
|
8.66K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.63KNew |
$507K - $547K
|
1.63K
$546K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-31- 1.88% |
$9.64K - $10.4K
|
1.61K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.71K+ 179.41% |
$531K - $573K
|
2.66K
$892K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 1.61% |
$5.6K - $6.04K
|
1.14K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-123- 9.65% |
$38.3K - $41.3K
|
1.15K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-572- 6.61% |
$178K - $192K
|
8.08K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.32K- 15.64% |
$412K - $444K
|
7.14K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.41% |
$4.04K - $4.36K
|
3.21K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.33% |
$3.42K - $3.69K
|
3.32K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-470- 22.15% |
$146K - $158K
|
1.65K
$554K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
622New |
$194K - $209K
|
622
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.08% |
$311 - $336
|
1.25K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-5- 0.3% |
$1.56K - $1.68K
|
1.69K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-167- 1.4% |
$52K - $56.1K
|
11.8K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.35K- 2.84% |
$421K - $454K
|
46.4K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-169- 0.67% |
$52.6K - $56.7K
|
25K
$8.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-483- 6.1% |
$150K - $162K
|
7.43K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 148.99% |
$1.66M - $1.79M
|
8.89K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
380New |
$118K - $128K
|
380
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
49+ 4.9% |
$15.2K - $16.4K
|
1.05K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-42- 6.3% |
$13.1K - $14.1K
|
625
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 19.45% |
$510K - $550K
|
6.79K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-37- 0.64% |
$11.5K - $12.4K
|
5.76K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
5.78KNew |
$1.8M - $1.94M
|
5.78K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.55KNew |
$481K - $519K
|
1.55K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.14% |
$4.98K - $5.37K
|
11.8K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-83- 1.2% |
$25.8K - $27.9K
|
6.86K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-105- 8.97% |
$32.7K - $35.2K
|
1.07K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.54K- 3.28% |
$1.1M - $1.19M
|
105K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.44K+ 12.63% |
$449K - $484K
|
12.9K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-28- 1.0% |
$8.71K - $9.4K
|
2.76K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-380- 9.42% |
$118K - $128K
|
3.66K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.26KNew |
$393K - $424K
|
1.26K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 0.99% |
$336K - $363K
|
108K
$36.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$311 - $336
|
1.5K
$501K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-20- 0.44% |
$6.22K - $6.71K
|
4.54K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 38.92% |
$22.4K - $24.2K
|
257
$86.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6- 0.04% |
$1.87K - $2.01K
|
15.4K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$311 - $336
|
785
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.05K+ 45.19% |
$638K - $688K
|
6.59K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-134- 17.01% |
$41.7K - $45K
|
654
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
116New |
$36.1K - $38.9K
|
116
$38.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
51+ 6.2% |
$15.9K - $17.1K
|
874
$293K
|