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 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$295K - $324K
|
1.08K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
794+ 96.36% |
$216K - $237K
|
1.62K
$528K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
481New |
$131K - $144K
|
481
$157K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 6.77% |
$136K - $149K
|
6.89K
$2.25M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
912New |
$248K - $272K
|
912
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
908New |
$247K - $271K
|
908
$296K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.6KNew |
$436K - $479K
|
1.6K
$523K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.46KNew |
$1.49M - $1.63M
|
5.46K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-119- 0.69% |
$32.4K - $35.5K
|
17.2K
$5.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Counselling Inc
|
BUY
|
- |
2.01K+ 6.88% |
$548K - $601K
|
31.3K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-593- 46.55% |
$161K - $177K
|
681
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 5.8% |
$13.1K - $14.3K
|
779
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
224+ 18.67% |
$61K - $66.9K
|
1.42K
$465K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
46+ 4.44% |
$12.5K - $13.7K
|
1.08K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 1.44% |
$109K - $119K
|
28.2K
$9.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.76% |
$2.72K - $2.99K
|
1.31K
$427K
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 2.44% |
$13.6K - $14.9K
|
2K
$652K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-76- 17.04% |
$20.7K - $22.7K
|
370
$121K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-74- 97.37% |
$20.1K - $22.1K
|
2
$653
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.17% |
$8.17K - $8.96K
|
1.41K
$461K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$6.81K - $7.47K
|
3.53K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1KNew |
$273K - $299K
|
1K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.41% |
$6.53K - $7.17K
|
5.78K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.11K+ 6.24% |
$303K - $332K
|
18.9K
$6.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 45.45% |
$2.72K - $2.99K
|
12
$3.92K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
242+ 42.01% |
$65.9K - $72.3K
|
818
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
690New |
$188K - $206K
|
690
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18- 0.5% |
$4.9K - $5.38K
|
3.57K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
722New |
$197K - $216K
|
722
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-104- 0.17% |
$28.3K - $31.1K
|
60.8K
$19.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
260New |
$70.8K - $77.7K
|
260
$84.9K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-201- 15.33% |
$54.7K - $60K
|
1.11K
$362K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$817 - $896
|
3
$979
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
799+ 2.63% |
$217K - $239K
|
31.1K
$10.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$272 - $299
|
795
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
824New |
$224K - $246K
|
824
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
582New |
$158K - $174K
|
582
$190K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 3.42% |
$5.44K - $5.97K
|
565
$184K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
150New |
$40.8K - $44.8K
|
150
$49K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181New |
$49.3K - $54.1K
|
181
$59.1K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19- 0.33% |
$5.17K - $5.68K
|
5.67K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
742+ 50.48% |
$202K - $222K
|
2.21K
$722K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
810+ 13.41% |
$220K - $242K
|
6.85K
$2.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.44K+ 52.15% |
$393K - $431K
|
4.21K
$1.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-83- 0.14% |
$22.6K - $24.8K
|
60.3K
$19.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4- 0.53% |
$1.09K - $1.19K
|
750
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
434+ 219.19% |
$118K - $130K
|
632
$206K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.24% |
$1.91K - $2.09K
|
2.94K
$959K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.27% |
$5.44K - $5.97K
|
7.28K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.91% |
$5.44K - $5.97K
|
2.17K
$707K
|