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 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.02% |
$1.36K - $1.47K
|
23K
$8.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.14% |
$1.02K - $1.1K
|
2.12K
$781K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.2% |
$339 - $366
|
508
$187K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-518- 1.97% |
$176K - $190K
|
25.7K
$9.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-4- 0.09% |
$1.36K - $1.47K
|
4.4K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
267New |
$90.6K - $97.8K
|
267
$98.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-45K- 12.99% |
$15.3M - $16.5M
|
302K
$111M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-322- 0.92% |
$109K - $118K
|
34.5K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.52% |
$4.07K - $4.4K
|
2.3K
$847K
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-74- 3.4% |
$25.1K - $27.1K
|
2.1K
$774K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
468+ 19.18% |
$159K - $172K
|
2.91K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-763- 2.83% |
$259K - $280K
|
26.2K
$9.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-394- 2.27% |
$134K - $144K
|
16.9K
$6.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-122- 12.08% |
$41.4K - $44.7K
|
888
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-52- 1.21% |
$17.6K - $19.1K
|
4.25K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.53K- 2.55% |
$1.54M - $1.66M
|
173K
$63.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-40- 1.04% |
$13.6K - $14.7K
|
3.8K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.04% |
$679 - $733
|
5.27K
$1.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.77% |
$11.2K - $12.1K
|
4.3K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-145- 9.37% |
$49.2K - $53.1K
|
1.4K
$516K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
13New |
$4.41K - $4.76K
|
13
$4.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-365- 0.62% |
$124K - $134K
|
58.1K
$21.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
115+ 15.52% |
$39K - $42.1K
|
856
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.47K+ 16.51% |
$500K - $540K
|
10.4K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-534- 4.88% |
$181K - $196K
|
10.4K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
708New |
$240K - $259K
|
708
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-299- 6.59% |
$101K - $110K
|
4.24K
$1.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$339 - $366
|
763
$281K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-112- 8.98% |
$38K - $41K
|
1.14K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.36% |
$679 - $733
|
553
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
717+ 1.33% |
$243K - $263K
|
54.8K
$20.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
377+ 20.26% |
$128K - $138K
|
2.24K
$823K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
5New |
$1.7K - $1.83K
|
5
$1.84K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 8.33% |
$1.7K - $1.83K
|
65
$23.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-62- 3.22% |
$21K - $22.7K
|
1.86K
$685K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
117+ 7.8% |
$39.7K - $42.9K
|
1.62K
$595K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-714- 0.84% |
$242K - $262K
|
84.5K
$31.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$339 - $366
|
3.23K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
576New |
$195K - $211K
|
576
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
565New |
$192K - $207K
|
565
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-21- 0.49% |
$7.13K - $7.7K
|
4.28K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
6.98KNew |
$2.37M - $2.56M
|
6.98K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-89- 2.79% |
$30.2K - $32.6K
|
3.1K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
967New |
$328K - $354K
|
967
$356K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-81- 0.62% |
$27.5K - $29.7K
|
13K
$4.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
138+ 2.68% |
$46.8K - $50.6K
|
5.28K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.96K- 4.91% |
$1M - $1.08M
|
57.2K
$21M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
124+ 3.75% |
$42.1K - $45.4K
|
3.44K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-934- 47.92% |
$317K - $342K
|
1.02K
$373K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-76- 14.18% |
$25.8K - $27.9K
|
460
$169K
|
|