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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.43% |
$7.16K - $7.72K
|
5.42K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
54.1KNew |
$16.8M - $18.1M
|
54.1K
$17.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$512K - $553K
|
1.65K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 2.57% |
$31.7K - $34.2K
|
3.87K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-33- 3.36% |
$10.3K - $11.1K
|
949
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
455New |
$142K - $153K
|
455
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-6- 0.37% |
$1.87K - $2.01K
|
1.63K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
191+ 0.74% |
$59.4K - $64.1K
|
25.9K
$8.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-23- 0.81% |
$7.16K - $7.72K
|
2.81K
$918K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
96+ 10.5% |
$29.9K - $32.2K
|
1.01K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-591- 6.54% |
$184K - $198K
|
8.44K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
8.36K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
560+ 285.71% |
$174K - $188K
|
756
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
182+ 5.14% |
$56.6K - $61.1K
|
3.72K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-145- 7.83% |
$45.1K - $48.7K
|
1.71K
$557K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-409- 5.14% |
$127K - $137K
|
7.54K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.08% |
$22.1K - $23.8K
|
3.35K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.32% |
$1.87K - $2.01K
|
1.87K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-107- 4.96% |
$33.3K - $35.9K
|
2.05K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-160- 2.02% |
$49.8K - $53.7K
|
7.76K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
624+ 624.0% |
$194K - $209K
|
724
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
779New |
$242K - $261K
|
779
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.24% |
$3.73K - $4.03K
|
954
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-293- 1.27% |
$91.2K - $98.3K
|
22.8K
$7.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-50- 2.42% |
$15.6K - $16.8K
|
2.02K
$659K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.3KNew |
$716K - $772K
|
2.3K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$622 - $671
|
2.11K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-782- 10.37% |
$243K - $262K
|
6.76K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
3.23K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.26% |
$933 - $1.01K
|
1.14K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-74- 7.41% |
$23K - $24.8K
|
924
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
814+ 2.43% |
$253K - $273K
|
34.3K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-241- 1.77% |
$75K - $80.9K
|
13.4K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
114New |
$35.5K - $38.3K
|
114
$37.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$933 - $1.01K
|
2.12K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.66K+ 30.18% |
$515K - $556K
|
7.14K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
75+ 3.06% |
$23.3K - $25.2K
|
2.53K
$825K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$933 - $1.01K
|
5.27K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-24- 0.9% |
$7.47K - $8.06K
|
2.63K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.86K- 75.52% |
$3.07M - $3.31M
|
3.19K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.12% |
$933 - $1.01K
|
2.44K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.45K- 1.62% |
$451K - $487K
|
87.9K
$28.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-14- 0.51% |
$4.36K - $4.7K
|
2.75K
$899K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
852+ 50.0% |
$265K - $286K
|
2.56K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
39+ 5.91% |
$12.1K - $13.1K
|
699
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
264+ 33.8% |
$82.1K - $88.6K
|
1.05K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.62% |
$14.3K - $15.4K
|
1.8K
$589K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.16K+ 6.87% |
$1.6M - $1.73M
|
80.2K
$26.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-118- 15.92% |
$36.7K - $39.6K
|
623
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
102+ 2.38% |
$31.7K - $34.2K
|
4.39K
$1.43M
|