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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
80+ 90.91% |
$27.1K - $29.3K
|
168
$61.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-148- 0.71% |
$50.2K - $54.2K
|
20.8K
$7.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-145- 5.64% |
$49.2K - $53.1K
|
2.42K
$892K
|
|
|
Oct 23, 2025
Q3 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-4.51K- 4.47% |
$1.53M - $1.65M
|
96.4K
$35.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.01% |
$1.02K - $1.1K
|
29.5K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-152- 3.63% |
$51.6K - $55.7K
|
4.04K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-143- 6.69% |
$48.5K - $52.4K
|
1.99K
$733K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-25- 1.3% |
$8.48K - $9.16K
|
1.9K
$699K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
482New |
$164K - $177K
|
482
$177K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1- 0.12% |
$339 - $366
|
844
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-36- 0.27% |
$12.2K - $13.2K
|
13.1K
$4.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
732+ 13.49% |
$248K - $268K
|
6.16K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.07% |
$339 - $366
|
1.37K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-200- 3.04% |
$67.9K - $73.3K
|
6.39K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
186New |
$63.1K - $68.2K
|
186
$68.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-70- 1.97% |
$23.8K - $25.7K
|
3.48K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-310- 2.48% |
$105K - $114K
|
12.2K
$4.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
548New |
$186K - $201K
|
548
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 4.35% |
$17K - $18.3K
|
1.1K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-16- 1.17% |
$5.43K - $5.86K
|
1.35K
$497K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-57- 4.54% |
$19.3K - $20.9K
|
1.2K
$441K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
574New |
$195K - $210K
|
574
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
577New |
$196K - $211K
|
577
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13- 0.36% |
$4.41K - $4.76K
|
3.62K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-273- 22.3% |
$92.6K - $100K
|
951
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-287- 24.24% |
$97.4K - $105K
|
897
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.24% |
$2.71K - $2.93K
|
3.3K
$1.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.66K- 5.21% |
$2.26M - $2.44M
|
121K
$44.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 5.59% |
$4.09M - $4.42M
|
204K
$74.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-50- 8.04% |
$17K - $18.3K
|
572
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-268- 2.05% |
$91K - $98.2K
|
12.8K
$4.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-34- 0.3% |
$11.5K - $12.5K
|
11.1K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-173- 1.83% |
$58.7K - $63.4K
|
9.3K
$3.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$339 - $366
|
1.05K
$386K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8+ 0.1% |
$2.71K - $2.93K
|
8.12K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-71- 2.62% |
$24.1K - $26K
|
2.64K
$971K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.13% |
$679 - $733
|
1.53K
$562K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2- 0.07% |
$679 - $733
|
2.97K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-67- 6.24% |
$22.7K - $24.6K
|
1.01K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-228- 25.25% |
$77.4K - $83.6K
|
675
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-99- 19.49% |
$33.6K - $36.3K
|
409
$150K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.15K+ 1.09% |
$2.77M - $2.99M
|
758K
$279M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10- 0.67% |
$3.39K - $3.66K
|
1.49K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
90New |
$30.5K - $33K
|
90
$33.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-48- 3.21% |
$16.3K - $17.6K
|
1.45K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-52- 6.68% |
$17.6K - $19.1K
|
727
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
19+ 0.49% |
$6.45K - $6.96K
|
3.94K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
652New |
$221K - $239K
|
652
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
410+ 26.97% |
$139K - $150K
|
1.93K
$710K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2+ 0.12% |
$679 - $733
|
1.68K
$618K
|
|