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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-32- 4.44% |
$8.72K - $10.9K
|
688
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
80+ 1.16% |
$21.8K - $27.2K
|
6.98K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
97+ 10.5% |
$26.4K - $32.9K
|
1.02K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20+ 3.02% |
$5.45K - $6.79K
|
683
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
612New |
$167K - $208K
|
612
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
950New |
$259K - $323K
|
950
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-71- 13.76% |
$19.3K - $24.1K
|
445
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-298- 14.24% |
$81.2K - $101K
|
1.8K
$660K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.82% |
$27.2K - $34K
|
3.44K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
23New |
$6.26K - $7.81K
|
23
$8.46K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-130- 1.2% |
$35.4K - $44.1K
|
10.7K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-16- 0.45% |
$4.36K - $5.43K
|
3.54K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$3.27K - $4.07K
|
3.5K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-327- 1.35% |
$89.1K - $111K
|
24K
$8.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
658New |
$179K - $223K
|
658
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$77.6K - $96.8K
|
285
$105K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-149- 1.37% |
$40.6K - $50.6K
|
10.7K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-18- 0.52% |
$4.9K - $6.11K
|
3.43K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1K- 2.01% |
$273K - $340K
|
48.8K
$18M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-34- 4.99% |
$9.26K - $11.5K
|
647
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
653New |
$178K - $222K
|
653
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
51+ 3.07% |
$13.9K - $17.3K
|
1.71K
$629K
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-31- 0.04% |
$8.44K - $10.5K
|
83.5K
$30.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
692New |
$188K - $235K
|
692
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-196- 7.39% |
$53.4K - $66.6K
|
2.46K
$904K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
431+ 0.48% |
$117K - $146K
|
91K
$33.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
619New |
$169K - $210K
|
619
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
74+ 6.0% |
$20.2K - $25.1K
|
1.31K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-56- 14.62% |
$15.3K - $19K
|
327
$120K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
73+ 1.11% |
$19.9K - $24.8K
|
6.64K
$2.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$681K - $849K
|
2.5K
$920K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-993- 6.02% |
$270K - $337K
|
15.5K
$5.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 2.5% |
$4.63K - $5.77K
|
696
$256K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-18- 0.96% |
$4.9K - $6.11K
|
1.86K
$684K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3- 2.44% |
$817 - $1.02K
|
120
$44.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
59+ 15.21% |
$16.1K - $20K
|
447
$164K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3- 0.04% |
$817 - $1.02K
|
8.12K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
341+ 1.9% |
$92.9K - $116K
|
18.3K
$6.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-422- 64.53% |
$115K - $143K
|
232
$85.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
232New |
$63.2K - $78.8K
|
232
$85.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
612New |
$167K - $208K
|
612
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
625New |
$170K - $212K
|
625
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-644- 5.34% |
$175K - $219K
|
11.4K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
386+ 25.92% |
$105K - $131K
|
1.88K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
681New |
$185K - $231K
|
681
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-95- 5.25% |
$25.9K - $32.3K
|
1.72K
$631K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-25- 22.32% |
$6.81K - $8.49K
|
87
$32K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 0.38% |
$17.2K - $21.4K
|
16.7K
$6.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35+ 3.51% |
$9.53K - $11.9K
|
1.03K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
993New |
$270K - $337K
|
993
$365K
|
|