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 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-74- 7.41% |
$23K - $24.8K
|
924
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
814+ 2.43% |
$253K - $273K
|
34.3K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-241- 1.77% |
$75K - $80.9K
|
13.4K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
114New |
$35.5K - $38.3K
|
114
$38.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$933 - $1.01K
|
2.12K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.66K+ 30.18% |
$515K - $556K
|
7.14K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 3.06% |
$23.3K - $25.2K
|
2.53K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$933 - $1.01K
|
5.27K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24- 0.9% |
$7.47K - $8.06K
|
2.63K
$883K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.86K- 75.52% |
$3.07M - $3.31M
|
3.19K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.12% |
$933 - $1.01K
|
2.44K
$818K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.45K- 1.62% |
$451K - $487K
|
87.9K
$29.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.51% |
$4.36K - $4.7K
|
2.75K
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
852+ 50.0% |
$265K - $286K
|
2.56K
$857K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
39+ 5.91% |
$12.1K - $13.1K
|
699
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
264+ 33.8% |
$82.1K - $88.6K
|
1.05K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.62% |
$14.3K - $15.4K
|
1.8K
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-118- 15.92% |
$36.7K - $39.6K
|
623
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
102+ 2.38% |
$31.7K - $34.2K
|
4.39K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.28K+ 64.49% |
$709K - $765K
|
5.81K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$5.29K - $5.71K
|
17
$5.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1- 1.18% |
$311 - $336
|
84
$28.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-12- 0.96% |
$3.73K - $4.03K
|
1.24K
$417K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.31% |
$2.18K - $2.35K
|
2.25K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-194- 2.41% |
$60.4K - $65.1K
|
7.85K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 5.74% |
$651K - $702K
|
34.3K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-20- 0.24% |
$6.22K - $6.71K
|
8.27K
$2.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.28K- 10.45% |
$1.02M - $1.1M
|
28.1K
$9.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2K- 40.0% |
$622K - $671K
|
3K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 0.92% |
$467K - $504K
|
162K
$54.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-567- 8.46% |
$176K - $190K
|
6.14K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
435New |
$135K - $146K
|
435
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 2.83% |
$799K - $862K
|
88.1K
$29.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-5- 0.09% |
$1.56K - $1.68K
|
5.56K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
157+ 0.7% |
$48.8K - $52.7K
|
22.5K
$7.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.03% |
$933 - $1.01K
|
9.53K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$311 - $336
|
1.06K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-9- 0.02% |
$2.8K - $3.02K
|
52.3K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.6KNew |
$10.1M - $10.9M
|
32.6K
$10.9M
|
|
|
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
|