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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
916New |
$191K - $211K
|
916
$299K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
888New |
$185K - $205K
|
888
$290K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-321- 8.46% |
$67K - $74K
|
3.47K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
90.2KNew |
$18.8M - $20.8M
|
90.2K
$29.4M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 17.36% |
$8.77K - $9.68K
|
200
$65.3K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-462- 16.53% |
$96.5K - $107K
|
2.33K
$761K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$4.18K - $4.61K
|
4.66K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-520- 0.59% |
$109K - $120K
|
88K
$28.7M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-290- 2.63% |
$60.5K - $66.9K
|
10.7K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 15.96% |
$10.2K - $11.3K
|
258
$84.2K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-297Closed |
$62K - $68.5K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$3.95M - $4.36M
|
18.9K
$6.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
42.6KNew |
$8.88M - $9.81M
|
42.6K
$13.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-165- 3.19% |
$34.4K - $38K
|
5.01K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
308New |
$64.3K - $71K
|
308
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
919New |
$192K - $212K
|
919
$300K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.04K
$338K
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 93.33% |
$2.92M - $3.23M
|
29K
$9.47M
|
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$191K - $211K
|
914
$298K
|
|
|
Apr 18, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
958New |
$200K - $221K
|
958
$313K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-107- 0.17% |
$22.3K - $24.7K
|
61.3K
$20M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 41.01% |
$316K - $349K
|
2.18K
$710K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$355K - $392K
|
1.7K
$555K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 66.81% |
$386K - $426K
|
918
$300K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.76% |
$209 - $231
|
132
$43.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-98- 3.54% |
$20.5K - $22.6K
|
2.67K
$873K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.18K+ 39.64% |
$245K - $271K
|
4.14K
$1.35M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$336K - $383K
|
1.71K
$556K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
178+ 10.47% |
$35.1K - $40K
|
1.88K
$613K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
979New |
$193K - $220K
|
979
$320K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
979New |
$193K - $220K
|
979
$320K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$59.1K - $67.3K
|
300
$97.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
81New |
$16K - $18.2K
|
81
$26.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 2.14% |
$414K - $472K
|
100K
$32.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.63KNew |
$1.11M - $1.26M
|
5.63K
$1.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11New |
$2.17K - $2.47K
|
11
$3.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42KNew |
$279K - $318K
|
1.42K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-283- 1.92% |
$55.7K - $63.5K
|
14.4K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 63.64% |
$1.38K - $1.57K
|
4
$1.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
173+ 15.99% |
$34.1K - $38.8K
|
1.26K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
82+ 5.1% |
$16.1K - $18.4K
|
1.69K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
123New |
$24.2K - $27.6K
|
123
$40.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10.6K- 1.69% |
$2.08M - $2.37M
|
615K
$201M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.58K+ 64.5% |
$312K - $356K
|
4.04K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.04K+ 33.03% |
$205K - $234K
|
4.19K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
30.3KNew |
$5.96M - $6.79M
|
30.3K
$9.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$257K - $293K
|
1.3K
$425K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177New |
$34.9K - $39.7K
|
177
$57.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
266New |
$52.4K - $59.7K
|
266
$86.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
667+ 1.83% |
$131K - $150K
|
37K
$12.1M
|
|