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 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-272- 10.96% |
$84.6K - $91.3K
|
2.21K
$721K
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-248- 1.68% |
$77.2K - $83.2K
|
14.6K
$4.75M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 11.87% |
$42.3K - $45.6K
|
1.01K
$330K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
213+ 32.37% |
$66.3K - $71.5K
|
871
$284K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 11.03% |
$492K - $530K
|
12.7K
$4.16M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.12% |
$311 - $336
|
818
$267K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.42K - $3.69K
|
3.47K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-166- 1.3% |
$51.6K - $55.7K
|
12.6K
$4.12M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-76- 7.64% |
$23.6K - $25.5K
|
919
$300K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
774New |
$241K - $260K
|
774
$253K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-46- 0.66% |
$14.3K - $15.4K
|
6.91K
$2.26M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.18K - $2.35K
|
4.96K
$1.62M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-149- 4.61% |
$46.4K - $50K
|
3.08K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-84- 1.63% |
$26.1K - $28.2K
|
5.08K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$311 - $336
|
5.24K
$1.71M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.12K- 11.23% |
$659K - $711K
|
16.7K
$5.46M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12- 1.61% |
$3.73K - $4.03K
|
735
$240K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
701New |
$218K - $235K
|
701
$229K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
168+ 4.6% |
$52.3K - $56.4K
|
3.82K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 2.08% |
$6.84K - $7.38K
|
1.08K
$352K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 22.79% |
$9.64K - $10.4K
|
105
$34.3K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
301+ 2.04% |
$93.6K - $101K
|
15.1K
$4.92M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-112- 6.65% |
$34.8K - $37.6K
|
1.57K
$513K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
73+ 0.72% |
$22.7K - $24.5K
|
10.2K
$3.34M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.45K+ 1.12% |
$1.07M - $1.16M
|
311K
$101M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16New |
$4.98K - $5.37K
|
16
$5.22K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-69- 1.22% |
$21.5K - $23.2K
|
5.57K
$1.82M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
350+ 27.01% |
$109K - $117K
|
1.65K
$537K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-603K- 99.68% |
$188M - $202M
|
1.92K
$626K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
148+ 0.64% |
$46K - $49.7K
|
23.3K
$7.59M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
974New |
$303K - $327K
|
974
$318K
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-100- 7.52% |
$31.1K - $33.6K
|
1.23K
$401K
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$622 - $671
|
1.82K
$594K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-208- 0.58% |
$64.7K - $69.8K
|
35.4K
$11.5M
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
1.56KNew |
$486K - $524K
|
1.56K
$509K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-18- 2.64% |
$5.6K - $6.04K
|
664
$217K
|
|
Q3 2024 | |||||||
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.65K- 11.63% |
$1.88M - $2.09M
|
50.5K
$16.5M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.78% |
$2.83K - $3.14K
|
1.27K
$415K
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9- 1.14% |
$2.55K - $2.83K
|
782
$255K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78K+ 1020.27% |
$22.1M - $24.5M
|
85.6K
$28M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-144- 8.68% |
$40.8K - $45.3K
|
1.52K
$494K
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
650New |
$184K - $204K
|
650
$212K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 70.37% |
$5.38K - $5.97K
|
46
$15K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31K+ 404.9% |
$8.77M - $9.73M
|
38.6K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.7KNew |
$3.3M - $3.67M
|
11.7K
$3.81M
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
474K+ 293.46% |
$134M - $149M
|
635K
$207M
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.52K- 19.98% |
$2.41M - $2.68M
|
34.1K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.33% |
$850 - $943
|
903
$295K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.6% |
$19.3K - $21.4K
|
2.55K
$832K
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
51+ 1.08% |
$14.4K - $16K
|
4.76K
$1.55M
|