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 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-32- 1.9% |
$9.06K - $10.1K
|
1.66K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
413New |
$117K - $130K
|
413
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-85- 49.71% |
$24.1K - $26.7K
|
86
$28.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
103New |
$29.2K - $32.4K
|
103
$33.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 2.97% |
$9.91K - $11K
|
1.14K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
117New |
$33.1K - $36.8K
|
117
$38.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
81+ 1.02% |
$22.9K - $25.5K
|
8.05K
$2.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
263New |
$74.5K - $82.7K
|
263
$85.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-65- 8.45% |
$18.4K - $20.4K
|
704
$230K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
569+ 23.8% |
$161K - $179K
|
2.96K
$966K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10- 0.11% |
$2.83K - $3.14K
|
8.85K
$2.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-290- 0.59% |
$82.2K - $91.2K
|
48.6K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.6KNew |
$2.44M - $2.71M
|
8.6K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
663New |
$188K - $208K
|
663
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
571+ 2.9% |
$162K - $180K
|
20.3K
$6.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-152- 8.52% |
$43.1K - $47.8K
|
1.63K
$533K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.24% |
$2.55K - $2.83K
|
3.69K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.07KNew |
$587K - $652K
|
2.07K
$677K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-24- 24.74% |
$6.8K - $7.55K
|
73
$23.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
686New |
$194K - $216K
|
686
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-7- 0.15% |
$1.98K - $2.2K
|
4.53K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-44- 5.55% |
$12.5K - $13.8K
|
749
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 3.89% |
$8.5K - $9.43K
|
741
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.16% |
$567 - $629
|
1.23K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14+ 0.35% |
$3.97K - $4.4K
|
4.05K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.1K+ 37.41% |
$312K - $346K
|
4.04K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94K+ 14.46% |
$548K - $608K
|
15.3K
$5M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-165- 2.94% |
$46.7K - $51.9K
|
5.45K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.13K- 75.01% |
$2.02M - $2.24M
|
2.38K
$776K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-39- 0.53% |
$11K - $12.3K
|
7.37K
$2.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.02K+ 357.39% |
$288K - $319K
|
1.3K
$424K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-142- 4.47% |
$40.2K - $44.6K
|
3.04K
$992K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-480- 91.43% |
$136K - $151K
|
45
$14.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.61KNew |
$456K - $506K
|
1.61K
$525K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 0.9% |
$4.82K - $5.34K
|
1.88K
$614K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-103- 7.94% |
$29.2K - $32.4K
|
1.19K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
91.9KNew |
$26M - $28.9M
|
91.9K
$30M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 18.37% |
$127K - $141K
|
2K
$653K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-59- 6.39% |
$16.7K - $18.5K
|
865
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.2KNew |
$340K - $377K
|
1.2K
$392K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 1.0% |
$2.55K - $2.83K
|
910
$297K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
35+ 1.22% |
$9.91K - $11K
|
2.9K
$945K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 8.6% |
$4.53K - $5.03K
|
170
$55.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.03% |
$283 - $314
|
2.89K
$945K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-900- 56.89% |
$255K - $283K
|
682
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-179- 1.67% |
$50.7K - $56.3K
|
10.6K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 1.25% |
$7.08K - $7.86K
|
1.98K
$646K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120New |
$34K - $37.7K
|
120
$39.2K
|