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 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 1.2% |
$7.08K - $8.83K
|
2.19K
$805K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
67+ 0.14% |
$18.2K - $22.8K
|
48.7K
$17.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
881+ 10.79% |
$240K - $299K
|
9.05K
$3.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
644New |
$175K - $219K
|
644
$237K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
18KNew |
$4.9M - $6.11M
|
18K
$6.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.26KNew |
$343K - $428K
|
1.26K
$463K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-560- 88.75% |
$153K - $190K
|
71
$26.1K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-8- 0.3% |
$2.18K - $2.72K
|
2.7K
$993K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-305- 3.99% |
$83.1K - $104K
|
7.33K
$2.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-32- 1.96% |
$8.72K - $10.9K
|
1.6K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
435+ 42.07% |
$118K - $148K
|
1.47K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
53+ 42.4% |
$14.4K - $18K
|
178
$65.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
539+ 85.96% |
$147K - $183K
|
1.17K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-75- 3.02% |
$20.4K - $25.5K
|
2.41K
$885K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-21- 0.02% |
$5.72K - $7.13K
|
105K
$38.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-117- 1.71% |
$31.9K - $39.7K
|
6.72K
$2.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-13Closed |
$3.54K - $4.41K
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7- 0.27% |
$1.91K - $2.38K
|
2.57K
$944K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-194- 6.17% |
$52.8K - $65.9K
|
2.95K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
130New |
$35.4K - $44.1K
|
130
$47.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.78% |
$30.8K - $38.4K
|
14.4K
$5.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 11.9% |
$2.72K - $3.4K
|
94
$34.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-10- 0.22% |
$2.72K - $3.4K
|
4.47K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4+ 0.04% |
$1.09K - $1.36K
|
9.11K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4- 0.38% |
$1.09K - $1.36K
|
1.04K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-308- 8.11% |
$83.9K - $105K
|
3.49K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
632New |
$172K - $215K
|
632
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
645New |
$176K - $219K
|
645
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.19% |
$545 - $679
|
1.06K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
745New |
$203K - $253K
|
745
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-11- 0.25% |
$3K - $3.74K
|
4.32K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
589New |
$160K - $200K
|
589
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
225+ 193.97% |
$61.3K - $76.4K
|
341
$125K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.05KNew |
$286K - $356K
|
1.05K
$386K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.13KNew |
$579K - $722K
|
2.13K
$782K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-76- 4.7% |
$20.7K - $25.8K
|
1.54K
$567K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
435New |
$118K - $148K
|
435
$160K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-5.61K- 64.25% |
$1.53M - $1.9M
|
3.12K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.8K- 68.93% |
$7.02M - $8.75M
|
11.6K
$4.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
617New |
$168K - $210K
|
617
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
215New |
$58.6K - $73K
|
215
$79.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
129New |
$35.1K - $43.8K
|
129
$47.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-5- 0.3% |
$1.36K - $1.7K
|
1.65K
$606K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-300- 5.96% |
$81.7K - $102K
|
4.73K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.13K+ 5.1% |
$1.12M - $1.4M
|
85.1K
$31.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.68K- 49.16% |
$1M - $1.25M
|
3.81K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.1% |
$1.63K - $2.04K
|
5.76K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-32- 3.91% |
$8.72K - $10.9K
|
787
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$891K - $1.11M
|
3.27K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
591New |
$161K - $201K
|
591
$217K
|
|