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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.76% |
$372K - $402K
|
30.3K
$11.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.85K+ 0.56% |
$629K - $679K
|
334K
$123M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$1.36K - $1.47K
|
1.42K
$523K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
11+ 0.33% |
$3.73K - $4.03K
|
3.39K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-98- 2.96% |
$33.3K - $35.9K
|
3.22K
$1.18M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
309+ 13.27% |
$105K - $113K
|
2.64K
$970K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-90- 1.01% |
$30.5K - $33K
|
8.85K
$3.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
342+ 19.19% |
$116K - $125K
|
2.12K
$781K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.7K- 43.72% |
$8.04M - $8.68M
|
30.5K
$11.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.7K - $1.83K
|
1.85K
$681K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$2.04K - $2.2K
|
2.27K
$835K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-35.9K- 23.01% |
$12.2M - $13.2M
|
120K
$44.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-625- 1.14% |
$212K - $229K
|
54.3K
$20M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-273- 1.15% |
$92.6K - $100K
|
23.5K
$8.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-15- 1.12% |
$5.09K - $5.5K
|
1.32K
$486K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22.4K- 44.06% |
$7.62M - $8.23M
|
28.5K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 1.06% |
$50.2K - $54.2K
|
14.2K
$5.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.31K- 5.32% |
$444K - $479K
|
23.2K
$8.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.38% |
$3.73K - $4.03K
|
2.91K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.25K+ 1.55% |
$2.46M - $2.66M
|
474K
$174M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-60- 3.68% |
$20.4K - $22K
|
1.57K
$578K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-265- 4.69% |
$89.9K - $97.1K
|
5.38K
$1.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83- 3.18% |
$28.2K - $30.4K
|
2.52K
$928K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-321- 2.76% |
$109K - $118K
|
11.3K
$4.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-69- 1.08% |
$23.4K - $25.3K
|
6.33K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-745- 57.53% |
$253K - $273K
|
550
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.36K - $1.47K
|
1.64K
$602K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
396+ 27.99% |
$134K - $145K
|
1.81K
$666K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
922+ 42.98% |
$313K - $338K
|
3.07K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-41- 1.16% |
$13.9K - $15K
|
3.5K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-711- 45.61% |
$241K - $261K
|
848
$312K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.75K+ 2.32% |
$934K - $1.01M
|
121K
$44.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-18.6K- 39.54% |
$6.31M - $6.82M
|
28.4K
$10.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.94K- 1.81% |
$660K - $712K
|
105K
$38.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$339 - $366
|
3.94K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$339 - $366
|
5.94K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-160- 12.18% |
$54.3K - $58.6K
|
1.15K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-270- 15.93% |
$91.6K - $98.9K
|
1.43K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-102- 13.08% |
$34.6K - $37.4K
|
678
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-814- 0.46% |
$276K - $298K
|
177K
$65.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
SELL
|
- |
-101- 10.18% |
$34.3K - $37K
|
891
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-626- 3.14% |
$212K - $229K
|
19.3K
$7.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.98K- 97.78% |
$673K - $727K
|
45
$16.6K
|
|
|
Oct 14, 2025
Q3 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
29+ 4.02% |
$9.84K - $10.6K
|
751
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-44- 0.49% |
$14.9K - $16.1K
|
8.91K
$3.28M
|
|