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 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-24- 1.92% |
$7.26K - $8.1K
|
1.22K
$450K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.65KNew |
$1.41M - $1.57M
|
4.65K
$1.71M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.24K- 64.92% |
$374K - $418K
|
669
$246K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
118New |
$35.7K - $39.8K
|
118
$43.4K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
661New |
$200K - $223K
|
661
$243K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
984New |
$297K - $332K
|
984
$362K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
471+ 146.73% |
$142K - $159K
|
792
$291K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-388- 30.92% |
$117K - $131K
|
867
$319K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.9K- 26.42% |
$5.41M - $6.04M
|
49.8K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 588.24% |
$30.2K - $33.8K
|
117
$43K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$3.02K - $3.38K
|
10
$3.68K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.8K+ 26.46% |
$4.18M - $4.67M
|
66.1K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.12KNew |
$339K - $378K
|
1.12K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-469- 54.6% |
$142K - $158K
|
390
$143K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
75New |
$22.7K - $25.3K
|
75
$27.6K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.12K- 50.0% |
$339K - $378K
|
1.12K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-74- 1.1% |
$22.4K - $25K
|
6.66K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
49.2K+ 388.03% |
$14.9M - $16.6M
|
61.8K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 14.58% |
$4.23K - $4.73K
|
110
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-160- 6.28% |
$48.4K - $54K
|
2.39K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.56KNew |
$1.08M - $1.2M
|
3.56K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 6.37% |
$14.8K - $16.5K
|
720
$265K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
41+ 2.45% |
$12.4K - $13.8K
|
1.71K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 3.92% |
$5.14K - $5.74K
|
451
$166K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$587K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.75K- 27.95% |
$1.43M - $1.6M
|
12.2K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-51- 5.2% |
$15.4K - $17.2K
|
930
$342K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.96% |
$302 - $338
|
105
$38.6K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
903New |
$273K - $305K
|
903
$332K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-26- 3.02% |
$7.86K - $8.78K
|
836
$308K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
371New |
$112K - $125K
|
371
$136K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
97+ 0.33% |
$29.3K - $32.7K
|
29.9K
$11M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-154- 19.77% |
$46.6K - $52K
|
625
$230K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-223- 10.76% |
$67.4K - $75.3K
|
1.85K
$681K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.19K- 36.05% |
$965K - $1.08M
|
5.66K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53New |
$16K - $17.9K
|
53
$19.5K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-361- 54.61% |
$109K - $122K
|
300
$110K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66- 8.47% |
$20K - $22.3K
|
713
$262K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
140+ 24.05% |
$42.3K - $47.3K
|
722
$266K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-65- 7.45% |
$19.7K - $21.9K
|
807
$297K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 0.12% |
$6.35K - $7.09K
|
17.2K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.21KNew |
$969K - $1.08M
|
3.21K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$6.64M - $7.41M
|
22K
$8.08M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-929- 0.67% |
$281K - $314K
|
139K
$51M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-462- 11.52% |
$140K - $156K
|
3.55K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 3.6% |
$9.98K - $11.1K
|
883
$325K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
732New |
$221K - $247K
|
732
$269K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-363- 13.5% |
$110K - $123K
|
2.33K
$856K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 31.81% |
$333K - $372K
|
4.57K
$1.68M
|
|