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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-400- 5.77% |
$136K - $147K
|
6.54K
$2.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
57+ 1.55% |
$19.3K - $20.9K
|
3.74K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-22.9K- 14.79% |
$7.78M - $8.41M
|
132K
$48.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
BUY
|
- |
919New |
$312K - $337K
|
919
$338K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.26K- 0.42% |
$429K - $463K
|
303K
$111M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
675New |
$229K - $247K
|
675
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
45+ 3.08% |
$15.3K - $16.5K
|
1.51K
$555K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.36% |
$1.02K - $1.1K
|
844
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-1.14K- 1.01% |
$388K - $418K
|
112K
$41.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
5.93KNew |
$2.01M - $2.17M
|
5.93K
$2.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 0.28% |
$8.48K - $9.16K
|
8.82K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
843New |
$286K - $309K
|
843
$310K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
93+ 0.14% |
$31.6K - $34.1K
|
68.4K
$25.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-16- 0.92% |
$5.43K - $5.86K
|
1.73K
$637K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-548- 0.68% |
$186K - $201K
|
79.5K
$29.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
14+ 0.19% |
$4.75K - $5.13K
|
7.3K
$2.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-3.59K- 51.84% |
$1.22M - $1.31M
|
3.33K
$1.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-30- 0.41% |
$10.2K - $11K
|
7.25K
$2.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-657- 1.32% |
$223K - $241K
|
49K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
3.33KNew |
$1.13M - $1.22M
|
3.33K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-415- 7.12% |
$141K - $152K
|
5.41K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-571- 0.68% |
$194K - $209K
|
83.5K
$30.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 14.77% |
$8.82K - $9.53K
|
202
$74.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
179+ 53.75% |
$60.7K - $65.6K
|
512
$188K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-11- 0.23% |
$3.73K - $4.03K
|
4.78K
$1.76M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.1K- 27.5% |
$2.07M - $2.24M
|
16.1K
$5.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.26% |
$1.02K - $1.1K
|
1.15K
$423K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2- 0.23% |
$679 - $733
|
866
$319K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-153- 3.19% |
$51.9K - $56.1K
|
4.65K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-193- 5.52% |
$65.5K - $70.7K
|
3.3K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-21- 4.02% |
$7.13K - $7.7K
|
502
$185K
|
|
|
Oct 31, 2025
Q3 2025
|
Formulate Financial LLC
Boca Raton, FL |
BUY
|
- |
24.8KNew |
$8.43M - $9.1M
|
24.8K
$9.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-14- 1.87% |
$4.75K - $5.13K
|
733
$270K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-17K- 3.91% |
$5.75M - $6.21M
|
417K
$153M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4+ 0.17% |
$1.36K - $1.47K
|
2.42K
$889K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
86New |
$29.2K - $31.5K
|
86
$31.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.69K+ 109.21% |
$1.93M - $2.09M
|
10.9K
$4.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.49K- 2.3% |
$506K - $546K
|
63.4K
$23.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
575New |
$195K - $211K
|
575
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10.5K- 44.68% |
$3.55M - $3.84M
|
13K
$4.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
99+ 4.38% |
$33.6K - $36.3K
|
2.36K
$867K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-100- 14.88% |
$33.9K - $36.6K
|
572
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
241+ 8.78% |
$81.8K - $88.3K
|
2.99K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-100- 1.89% |
$33.9K - $36.6K
|
5.18K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.33K- 23.92% |
$453K - $489K
|
4.24K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5+ 0.77% |
$1.7K - $1.83K
|
653
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
648New |
$220K - $237K
|
648
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
100+ 24.88% |
$33.9K - $36.6K
|
502
$185K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
347+ 19.29% |
$118K - $127K
|
2.15K
$789K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.48K- 5.72% |
$842K - $909K
|
40.9K
$15M
|
|