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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-57- 1.21% |
$17.7K - $19.1K
|
4.65K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63+ 1.62% |
$19.6K - $21.1K
|
3.96K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$311 - $336
|
4.59K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
141+ 1.44% |
$43.9K - $47.3K
|
9.94K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
11.4KNew |
$3.54M - $3.82M
|
11.4K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
626New |
$195K - $210K
|
626
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
912+ 6.97% |
$284K - $306K
|
14K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.28% |
$622 - $671
|
717
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6- 0.45% |
$1.87K - $2.01K
|
1.31K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.18K+ 5.13% |
$2.86M - $3.08M
|
188K
$59.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.72K- 5.99% |
$1.16M - $1.25M
|
58.4K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.14K+ 57.14% |
$353K - $381K
|
3.12K
$989K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-185- 0.44% |
$57.6K - $62.1K
|
41.4K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
120New |
$37.3K - $40.3K
|
120
$38K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$3.42K - $3.69K
|
2.53K
$800K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-120- 0.32% |
$37.3K - $40.3K
|
37.9K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-90- 0.67% |
$28K - $30.2K
|
13.4K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
685New |
$213K - $230K
|
685
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-57- 0.68% |
$17.7K - $19.1K
|
8.33K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-431- 6.96% |
$134K - $145K
|
5.76K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$7.78K - $8.39K
|
3.79K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-390- 2.25% |
$121K - $131K
|
17K
$5.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.86% |
$1.87K - $2.01K
|
700
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.56K- 60.77% |
$795K - $858K
|
1.65K
$523K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
102+ 15.04% |
$31.7K - $34.2K
|
780
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.31% |
$3.11K - $3.36K
|
3.21K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.02K- 0.91% |
$319K - $344K
|
112K
$35.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$3.42K - $3.69K
|
10.3K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 1.34% |
$1.46M - $1.57M
|
346K
$109M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$9.96K - $10.7K
|
10.2K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-12- 0.56% |
$3.73K - $4.03K
|
2.14K
$677K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$3.73K - $4.03K
|
95.9K
$30.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
146+ 6.9% |
$45.4K - $49K
|
2.26K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.04K- 24.0% |
$325K - $350K
|
3.31K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.42% |
$106K - $115K
|
81.8K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
780+ 42.79% |
$243K - $262K
|
2.6K
$824K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18+ 0.98% |
$5.6K - $6.04K
|
1.86K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
77.5K+ 5.08% |
$24.1M - $26M
|
1.61M
$508M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-451- 2.17% |
$140K - $151K
|
20.3K
$6.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
395+ 2.11% |
$123K - $133K
|
19.1K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-396- 23.87% |
$123K - $133K
|
1.26K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
824New |
$256K - $277K
|
824
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
735New |
$229K - $247K
|
735
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47.7K+ 11.79% |
$14.9M - $16M
|
453K
$143M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11.6K- 2.26% |
$3.6M - $3.89M
|
502K
$159M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1- 0.01% |
$311 - $336
|
11.1K
$3.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
448+ 1.28% |
$139K - $150K
|
35.5K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.72K- 7.48% |
$1.47M - $1.58M
|
58.4K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
801New |
$249K - $269K
|
801
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-137- 3.56% |
$42.6K - $46K
|
3.71K
$1.17M
|