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 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-822- 21.82% |
$192K - $207K
|
2.95K
$961K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-18- 0.44% |
$4.21K - $4.54K
|
4.08K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-56- 81.16% |
$13.1K - $14.1K
|
13
$4.24K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$293K - $316K
|
1.25K
$409K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
23New |
$5.38K - $5.8K
|
23
$7.51K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.1K- 15.83% |
$6.11M - $6.59M
|
139K
$45.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$936 - $1.01K
|
1.13K
$368K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-2.55K- 52.38% |
$596K - $643K
|
2.32K
$756K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-85- 85.0% |
$19.9K - $21.4K
|
15
$4.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
604New |
$141K - $152K
|
604
$197K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.29KNew |
$1M - $1.08M
|
4.29K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-210- 32.61% |
$49.2K - $53K
|
434
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
415New |
$97.1K - $105K
|
415
$135K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 3.68% |
$9.13K - $9.83K
|
1.02K
$334K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
149+ 4.61% |
$34.9K - $37.6K
|
3.38K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.05K+ 49.69% |
$245K - $264K
|
3.15K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 27.06% |
$5.38K - $5.8K
|
108
$35.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 1.39% |
$3.98K - $4.29K
|
1.24K
$404K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
145New |
$33.9K - $36.6K
|
145
$47.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.89% |
$7.02K - $7.57K
|
3.42K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-154- 73.33% |
$36K - $38.8K
|
56
$18.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.1K+ 2157.76% |
$11.5M - $12.4M
|
51.4K
$16.8M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-25- 2.5% |
$5.85K - $6.3K
|
975
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
143New |
$33.5K - $36.1K
|
143
$46.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
484New |
$113K - $122K
|
484
$158K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
84+ 0.33% |
$19.7K - $21.2K
|
25.6K
$8.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-347- 23.9% |
$81.2K - $87.5K
|
1.11K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$211K - $227K
|
900
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-57- 3.59% |
$13.3K - $14.4K
|
1.53K
$500K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15New |
$3.51K - $3.78K
|
15
$4.9K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-524- 2.35% |
$116K - $128K
|
21.8K
$7.11M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12M- 95.72% |
$248M - $273M
|
50.1K
$16.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$5.1K - $5.61K
|
23
$7.51K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
283New |
$62.8K - $69K
|
283
$92.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
166KNew |
$36.7M - $40.4M
|
166K
$54M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-781- 25.78% |
$173K - $190K
|
2.25K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
35.3KNew |
$7.83M - $8.6M
|
35.3K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.54KNew |
$1.01M - $1.11M
|
4.54K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-120- 1.86% |
$26.6K - $29.2K
|
6.33K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.58KNew |
$794K - $872K
|
3.58K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.2KNew |
$1.6M - $1.75M
|
7.2K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 0.25% |
$1.77K - $1.95K
|
3.21K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
869New |
$193K - $212K
|
869
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28- 1.44% |
$6.21K - $6.82K
|
1.92K
$626K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
141+ 11.15% |
$31.3K - $34.4K
|
1.41K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 0.42% |
$1.33K - $1.46K
|
1.41K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-125- 3.21% |
$27.7K - $30.5K
|
3.77K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 4.99% |
$33.3K - $36.6K
|
2.86K
$932K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83New |
$18.4K - $20.2K
|
83
$27.1K
|
|