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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
110+ 1.59% |
$24.8K - $28.9K
|
7.03K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-750- 87.62% |
$169K - $197K
|
106
$34.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
800New |
$180K - $211K
|
800
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.26K- 7.19% |
$508K - $593K
|
29.1K
$9.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.74KNew |
$392K - $459K
|
1.74K
$569K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-100- 8.1% |
$22.5K - $26.3K
|
1.14K
$370K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
793New |
$179K - $209K
|
793
$259K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
806New |
$181K - $212K
|
806
$263K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
822New |
$185K - $216K
|
822
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.9K- 8.34% |
$6.72M - $7.86M
|
328K
$107M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
814New |
$183K - $214K
|
814
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-174- 16.2% |
$39.2K - $45.8K
|
900
$294K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-41.5K- 97.74% |
$9.33M - $10.9M
|
959
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 51.17% |
$2.51M - $2.93M
|
32.9K
$10.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
777New |
$175K - $204K
|
777
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 2.75% |
$5.63K - $6.58K
|
885
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.74% |
$225 - $263
|
136
$44.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 3.44% |
$5.4K - $6.32K
|
674
$220K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 5.4% |
$18.2K - $21.3K
|
1.42K
$463K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-479- 10.71% |
$108K - $126K
|
4K
$1.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
539+ 1.45% |
$121K - $142K
|
37.7K
$12.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
11.4K+ 754.97% |
$2.57M - $3M
|
12.9K
$4.21M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$263K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-322- 20.16% |
$75.4K - $81.2K
|
1.28K
$416K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
104+ 113.04% |
$24.3K - $26.2K
|
196
$64K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-223- 0.66% |
$52.2K - $56.2K
|
33.4K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-644- 23.47% |
$151K - $162K
|
2.1K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-40- 21.62% |
$9.36K - $10.1K
|
145
$47.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-367- 0.07% |
$85.9K - $92.5K
|
539K
$176M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-90- 48.39% |
$21.1K - $22.7K
|
96
$31.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.91% |
$6.55K - $7.06K
|
3.09K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
875New |
$205K - $221K
|
875
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
699New |
$164K - $176K
|
699
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-213- 8.8% |
$49.9K - $53.7K
|
2.21K
$721K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43New |
$10.1K - $10.8K
|
43
$14K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
992New |
$232K - $250K
|
992
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$390K - $421K
|
1.67K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-225- 8.32% |
$52.7K - $56.7K
|
2.48K
$809K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-283- 0.91% |
$66.2K - $71.4K
|
30.7K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-100- 2.26% |
$23.4K - $25.2K
|
4.32K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$4.68K - $5.04K
|
4.01K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-126K- 10.32% |
$29.5M - $31.8M
|
1.09M
$357M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.66K+ 367.22% |
$1.09M - $1.18M
|
5.93K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-200- 7.32% |
$46.8K - $50.4K
|
2.53K
$826K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$18.5K - $19.9K
|
79
$25.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
161+ 16.95% |
$37.7K - $40.6K
|
1.11K
$363K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.22K- 10.35% |
$520K - $560K
|
19.2K
$6.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-40K- 95.04% |
$9.35M - $10.1M
|
2.09K
$681K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 2.1% |
$976K - $1.05M
|
194K
$63.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
855New |
$200K - $216K
|
855
$279K
|
|