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, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114New |
$25.3K - $27.8K
|
114
$37.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-13K- 1.1% |
$2.88M - $3.16M
|
1.16M
$380M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
599+ 17.71% |
$133K - $146K
|
3.98K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
568KNew |
$126M - $139M
|
568K
$186M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-800- 47.09% |
$177K - $195K
|
899
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
44New |
$9.76K - $10.7K
|
44
$14.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$589K - $647K
|
2.66K
$867K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
954New |
$212K - $233K
|
954
$311K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.8KNew |
$843K - $926K
|
3.8K
$1.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.6K- 2.46% |
$4.12M - $4.52M
|
735K
$240M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
122+ 9.06% |
$27.1K - $29.7K
|
1.47K
$479K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
868New |
$193K - $212K
|
868
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$233K - $256K
|
1.05K
$343K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5- 0.21% |
$1.11K - $1.22K
|
2.34K
$764K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-73- 2.94% |
$16.2K - $17.8K
|
2.41K
$787K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-235- 0.54% |
$52.1K - $57.3K
|
43.4K
$14.2M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-39K- 70.7% |
$8.64M - $9.5M
|
16.1K
$5.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
5.91K+ 219.13% |
$1.31M - $1.44M
|
8.61K
$2.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-906- 51.48% |
$201K - $221K
|
854
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.23KNew |
$273K - $300K
|
1.23K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
231New |
$51.2K - $56.3K
|
231
$75.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.06% |
$222 - $244
|
1.61K
$525K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2+ 0.18% |
$444 - $487
|
1.11K
$363K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.01KNew |
$445K - $489K
|
2.01K
$655K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 13.22% |
$17.7K - $19.5K
|
525
$171K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 7.69% |
$22.2K - $24.4K
|
1.4K
$457K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.54% |
$4.18K - $4.61K
|
3.69K
$1.21M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.38% |
$6.26K - $6.92K
|
7.97K
$2.6M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-23.3K- 25.16% |
$4.87M - $5.37M
|
69.3K
$22.6M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 99.56% |
$7.58M - $8.37M
|
162
$52.9K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.7K- 96.49% |
$2.02M - $2.24M
|
353
$115K
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.17KNew |
$245K - $271K
|
1.17K
$383K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 13.44% |
$30.3K - $33.4K
|
1.22K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.2KNew |
$251K - $277K
|
1.2K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.13KNew |
$235K - $259K
|
1.13K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.27KNew |
$265K - $292K
|
1.27K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500+ 111.11% |
$104K - $115K
|
950
$310K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-30- 0.35% |
$6.26K - $6.92K
|
8.49K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.27% |
$8.35K - $9.22K
|
14.6K
$4.78M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17New |
$3.55K - $3.92K
|
17
$5.55K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
39New |
$8.14K - $8.99K
|
39
$12.7K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.09% |
$59.5K - $65.7K
|
13.4K
$4.37M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.87KNew |
$599K - $662K
|
2.87K
$937K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12- 0.08% |
$2.51K - $2.77K
|
14.5K
$4.72M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
236KNew |
$49.3M - $54.5M
|
236K
$77.1M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
913New |
$191K - $210K
|
913
$298K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.55KNew |
$532K - $588K
|
2.55K
$832K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$13.4K - $14.8K
|
64
$20.9K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.8KNew |
$4.13M - $4.56M
|
19.8K
$6.45M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$7.72K - $8.53K
|
37
$12.1K
|
|