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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
122New |
$38K - $40.9K
|
122
$38.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-50- 0.23% |
$15.6K - $16.8K
|
22.1K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-68- 1.93% |
$21.2K - $22.8K
|
3.46K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.19% |
$622 - $671
|
1.05K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 21.74% |
$62.2K - $67.1K
|
720
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
348+ 4.6% |
$108K - $117K
|
7.92K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
378+ 12.73% |
$118K - $127K
|
3.35K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.18K- 15.17% |
$1.92M - $2.07M
|
34.6K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.6K- 50.86% |
$1.12M - $1.21M
|
3.47K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
423+ 15.31% |
$132K - $142K
|
3.19K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
16.5K+ 13.55% |
$5.13M - $5.54M
|
138K
$43.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-80- 3.88% |
$24.9K - $26.9K
|
1.98K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-25- 1.02% |
$7.78K - $8.39K
|
2.42K
$766K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.97K- 3.07% |
$1.24M - $1.33M
|
125K
$39.7M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.25K+ 34.98% |
$389K - $420K
|
4.83K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
3.73K+ 7.75% |
$1.16M - $1.25M
|
51.8K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-406- 2.78% |
$126K - $136K
|
14.2K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.87K- 1.11% |
$1.83M - $1.97M
|
522K
$165M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-95- 5.74% |
$29.6K - $31.9K
|
1.56K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.66K+ 1161.13% |
$2.69M - $2.91M
|
9.41K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 3.05% |
$6.22K - $6.71K
|
675
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3.25K- 1.61% |
$1.01M - $1.09M
|
199K
$63.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.9K- 25.95% |
$8.07M - $8.71M
|
74K
$23.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35- 2.12% |
$10.9K - $11.7K
|
1.62K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-10- 0.49% |
$3.11K - $3.36K
|
2.04K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3+ 0.31% |
$933 - $1.01K
|
977
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.27% |
$311 - $336
|
373
$118K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40+ 0.43% |
$12.4K - $13.4K
|
9.38K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
608+ 0.56% |
$189K - $204K
|
110K
$34.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.83KNew |
$2.13M - $2.29M
|
6.83K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 1.15% |
$441K - $476K
|
122K
$38.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 31.44% |
$41.4K - $44.6K
|
290
$91.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.29KNew |
$1.02M - $1.11M
|
3.29K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
139New |
$43.2K - $46.7K
|
139
$44K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-20- 0.25% |
$6.22K - $6.71K
|
7.94K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.3K+ 60.46% |
$1.65M - $1.78M
|
14.1K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.59K+ 3.49% |
$1.74M - $1.88M
|
166K
$52.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
794+ 4.56% |
$247K - $266K
|
18.2K
$5.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
717+ 28.83% |
$223K - $241K
|
3.2K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.4KNew |
$1.06M - $1.14M
|
3.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
149+ 3.2% |
$46.4K - $50K
|
4.81K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 1.41% |
$959K - $1.03M
|
215K
$68.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1K- 5.4% |
$311K - $336K
|
17.5K
$5.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
468+ 0.46% |
$146K - $157K
|
103K
$32.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-50- 2.19% |
$15.6K - $16.8K
|
2.23K
$707K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-112- 6.42% |
$34.8K - $37.6K
|
1.63K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-38- 12.06% |
$11.8K - $12.8K
|
277
$87.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
565KNew |
$176M - $190M
|
565K
$179M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-20- 2.0% |
$6.22K - $6.71K
|
981
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.27% |
$9.33K - $10.1K
|
11.1K
$3.51M
|