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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-77- 36.67% |
$21K - $23K
|
133
$48.9K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
691New |
$188K - $206K
|
691
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
290+ 4.53% |
$78.9K - $86.6K
|
6.7K
$2.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.9K- 77.89% |
$3.24M - $3.56M
|
3.38K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-857- 88.72% |
$233K - $256K
|
109
$40.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.45KNew |
$395K - $433K
|
1.45K
$533K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.13% |
$6.81K - $7.47K
|
2.24K
$824K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$214K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 2.97% |
$4.63K - $5.08K
|
590
$217K
|
|
| Q1 2024 | |||||||
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-1.29K- 67.41% |
$333K - $373K
|
625
$230K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-19Closed |
$4.89K - $5.47K
|
0
$0
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$260K - $290K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
403+ 29.7% |
$104K - $116K
|
1.76K
$647K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
700New |
$180K - $202K
|
700
$258K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27New |
$6.95K - $7.78K
|
27
$9.93K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
143New |
$36.8K - $41.2K
|
143
$52.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.64KNew |
$681K - $762K
|
2.64K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.05KNew |
$270K - $302K
|
1.05K
$386K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$704K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
708New |
$182K - $204K
|
708
$260K
|
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
455K+ 292.55% |
$117M - $131M
|
610K
$224M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
425+ 2.02% |
$109K - $122K
|
21.5K
$7.91M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-206K- 56.17% |
$53M - $59.3M
|
161K
$59M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
125+ 100.0% |
$32.2K - $36K
|
250
$92K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-256- 0.55% |
$65.9K - $73.8K
|
45.9K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
701New |
$180K - $202K
|
701
$258K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 2.56% |
$10.3K - $11.5K
|
1.53K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$24.7K - $27.7K
|
96
$35.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.48K+ 2.79% |
$896K - $1M
|
128K
$47.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.8K+ 82.64% |
$6.4M - $7.16M
|
54.9K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-2.17K- 33.47% |
$558K - $625K
|
4.31K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
725New |
$187K - $209K
|
725
$267K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$539K - $604K
|
2.1K
$771K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
84New |
$21.6K - $24.2K
|
84
$30.9K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.6K+ 15.89% |
$1.7M - $1.9M
|
48.1K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3- 0.8% |
$772 - $864
|
371
$136K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-16.3K- 95.57% |
$4.19M - $4.69M
|
755
$278K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 2.41% |
$1.03K - $1.15K
|
162
$59.6K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.55KNew |
$915K - $1.02M
|
3.55K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.6KNew |
$412K - $461K
|
1.6K
$588K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.2KNew |
$309K - $346K
|
1.2K
$441K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
760New |
$196K - $219K
|
760
$280K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-450- 26.87% |
$116K - $130K
|
1.23K
$451K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.33% |
$1.54K - $1.73K
|
1.83K
$673K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-495- 2.95% |
$127K - $143K
|
16.3K
$6M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.73K
|
2.87K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
992New |
$255K - $286K
|
992
$365K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.57KNew |
$919K - $1.03M
|
3.57K
$1.31M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
709New |
$183K - $204K
|
709
$261K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
6.39KNew |
$1.65M - $1.84M
|
6.39K
$2.35M
|
|