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 |
---|---|---|---|---|---|---|---|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
315+ 4.68% |
$98K - $106K
|
7.05K
$2.3M
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.72KNew |
$534K - $576K
|
1.72K
$560K
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
767New |
$239K - $257K
|
767
$250K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-95- 2.06% |
$29.6K - $31.9K
|
4.53K
$1.48M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
125+ 0.54% |
$38.9K - $42K
|
23.3K
$7.62M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.74K+ 9.27% |
$540K - $582K
|
20.5K
$6.68M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
7.18KNew |
$2.23M - $2.41M
|
7.18K
$2.34M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.38KNew |
$739K - $797K
|
2.38K
$775K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.19K+ 23.18% |
$992K - $1.07M
|
17K
$5.53M
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-384- 3.93% |
$119K - $129K
|
9.39K
$3.06M
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.14K- 4.31% |
$353K - $381K
|
25.2K
$8.22M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8+ 0.44% |
$2.49K - $2.69K
|
1.82K
$594K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.55K- 26.96% |
$795K - $857K
|
6.92K
$2.26M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$404K - $436K
|
1.3K
$424K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.4K+ 24.66% |
$436K - $471K
|
7.09K
$2.32M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-547- 15.36% |
$170K - $184K
|
3.01K
$984K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.93K+ 11.09% |
$3.09M - $3.33M
|
99.5K
$32.5M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.29% |
$933 - $1.01K
|
1.05K
$343K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
112New |
$34.8K - $37.6K
|
112
$36.6K
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.23% |
$1.24K - $1.34K
|
1.75K
$572K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
59+ 0.7% |
$18.4K - $19.8K
|
8.53K
$2.79M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.35KNew |
$420K - $453K
|
1.35K
$441K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.87K+ 90.54% |
$581K - $626K
|
3.93K
$1.28M
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$112K - $121K
|
360
$118K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.4KNew |
$434K - $469K
|
1.4K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.5M+ 22234.15% |
$778M - $839M
|
2.51M
$819M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.88K- 89.03% |
$2.45M - $2.64M
|
971
$317K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 79.26% |
$3.59M - $3.87M
|
26.1K
$8.51M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 3.76% |
$1.73M - $1.86M
|
153K
$50M
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.06K- 10.45% |
$1.26M - $1.36M
|
34.8K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.98K- 1.04% |
$1.24M - $1.34M
|
378K
$123M
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
66+ 10.14% |
$20.5K - $22.2K
|
717
$234K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 40.19% |
$550K - $594K
|
2.63K
$859K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-88K- 75.1% |
$27.4M - $29.5M
|
29.2K
$9.53M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
109K+ 3409.38% |
$33.9M - $36.6M
|
112K
$36.7M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 3.51% |
$784K - $846K
|
69.3K
$22.6M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 1.28% |
$3.11K - $3.36K
|
769
$251K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 0.55% |
$581K - $626K
|
334K
$109M
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.32% |
$1.24K - $1.34K
|
1.27K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.43% |
$12.4K - $13.4K
|
9.29K
$3.03M
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 48.99% |
$2.07M - $2.24M
|
20.3K
$6.62M
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
29K+ 1500.52% |
$9.02M - $9.73M
|
30.9K
$10.1M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.08% |
$7.78K - $8.39K
|
29.5K
$9.61M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-110- 0.49% |
$34.2K - $36.9K
|
22.4K
$7.32M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 3.64% |
$622 - $671
|
53
$17.3K
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-288- 1.98% |
$89.6K - $96.7K
|
14.3K
$4.65M
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-102- 24.11% |
$31.7K - $34.2K
|
321
$105K
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
17.4KNew |
$5.43M - $5.86M
|
17.4K
$5.69M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455K+ 12.49% |
$141M - $153M
|
4.09M
$1.34B
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.2K+ 2269.15% |
$5.68M - $6.12M
|
19K
$6.22M
|