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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45New |
$10.1K - $11.8K
|
45
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-266- 23.81% |
$59.9K - $70K
|
851
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.35K- 98.9% |
$305K - $356K
|
15
$4.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
229+ 17.7% |
$51.6K - $60.3K
|
1.52K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
348New |
$78.4K - $91.6K
|
348
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.97% |
$225 - $263
|
104
$33.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.86KNew |
$419K - $489K
|
1.86K
$607K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 0.8% |
$9.01K - $10.5K
|
4.99K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
768New |
$173K - $202K
|
768
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.11% |
$1.35K - $1.58K
|
5.44K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.78KNew |
$851K - $995K
|
3.78K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.72KNew |
$1.29M - $1.5M
|
5.72K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
963New |
$217K - $253K
|
963
$314K
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
16.8KNew |
$3.77M - $4.41M
|
16.8K
$5.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-282- 3.02% |
$63.5K - $74.2K
|
9.06K
$2.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
920New |
$207K - $242K
|
920
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
797New |
$179K - $210K
|
797
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
57+ 0.78% |
$12.8K - $15K
|
7.37K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.7K+ 38.27% |
$8.26M - $9.65M
|
132K
$43.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$2.7K - $3.16K
|
5.18K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
65New |
$14.6K - $17.1K
|
65
$21.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
806New |
$181K - $212K
|
806
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 1.13% |
$3.15K - $3.68K
|
1.22K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.22KNew |
$275K - $321K
|
1.22K
$399K
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-412K- 34.25% |
$92.8M - $108M
|
791K
$258M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-679- 37.12% |
$153K - $179K
|
1.15K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
164+ 7.54% |
$36.9K - $43.2K
|
2.34K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.56% |
$225 - $263
|
178
$58.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$17.6K - $20.5K
|
78
$25.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.24% |
$19.4K - $22.6K
|
1.1K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-26- 1.54% |
$5.85K - $6.84K
|
1.66K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
784New |
$177K - $206K
|
784
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-65- 7.07% |
$14.6K - $17.1K
|
854
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$225 - $263
|
140
$45.7K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1.99KNew |
$449K - $524K
|
1.99K
$650K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-39- 1.22% |
$8.78K - $10.3K
|
3.17K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.73K- 2.7% |
$1.06M - $1.24M
|
170K
$55.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
810New |
$182K - $213K
|
810
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-113- 42.01% |
$25.4K - $29.7K
|
156
$50.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
234+ 14.43% |
$52.7K - $61.6K
|
1.86K
$606K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.3KNew |
$1.87M - $2.18M
|
8.3K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
62New |
$14K - $16.3K
|
62
$20.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
849New |
$191K - $223K
|
849
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81K+ 9.0% |
$857K - $1M
|
46.1K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.34KNew |
$526K - $615K
|
2.34K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 70.83% |
$11.5K - $13.4K
|
123
$40.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
788New |
$177K - $207K
|
788
$257K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
56New |
$12.6K - $14.7K
|
56
$18.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
2.21KNew |
$499K - $583K
|
2.21K
$723K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95New |
$21.4K - $25K
|
95
$31K
|