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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19KNew |
$3.75M - $4.27M
|
19K
$6.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.92% |
$1.97K - $2.24K
|
1.09K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 4.76% |
$19.7K - $22.4K
|
2K
$653K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.5KNew |
$493K - $562K
|
2.5K
$817K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.31KNew |
$1.44M - $1.64M
|
7.31K
$2.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
163New |
$32.1K - $36.6K
|
163
$53.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.1% |
$394 - $449
|
1.92K
$626K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36KNew |
$268K - $305K
|
1.36K
$444K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
979New |
$193K - $220K
|
979
$320K
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.68KNew |
$726K - $827K
|
3.68K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-100- 6.24% |
$19.7K - $22.4K
|
1.5K
$491K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.53K+ 16.87% |
$1.48M - $1.69M
|
52.2K
$17M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
29.1KNew |
$5.74M - $6.54M
|
29.1K
$9.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 61.06% |
$275K - $314K
|
3.69K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 9.98% |
$56.5K - $64.4K
|
2.59K
$845K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-445- 29.22% |
$87.6K - $99.9K
|
1.08K
$352K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
81New |
$16K - $18.2K
|
81
$26.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
955+ 3.22% |
$188K - $214K
|
30.6K
$10M
|
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
42.6KNew |
$8.38M - $9.55M
|
42.6K
$13.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-246- 10.92% |
$48.4K - $55.2K
|
2.01K
$655K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 60.55% |
$13K - $14.8K
|
175
$57.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
413New |
$81.3K - $92.7K
|
413
$135K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 46.88% |
$303K - $346K
|
1.75K
$570K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.2KNew |
$1.22M - $1.39M
|
6.2K
$2.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.5K- 66.91% |
$2.07M - $2.36M
|
5.19K
$1.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
1.8KNew |
$354K - $404K
|
1.8K
$588K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56+ 4.8% |
$11K - $12.6K
|
1.22K
$399K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.94K+ 1187.1% |
$580K - $661K
|
3.19K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-841- 18.43% |
$166K - $189K
|
3.72K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-836- 20.53% |
$165K - $188K
|
3.24K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1KNew |
$197K - $224K
|
1K
$326K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$402K - $459K
|
2.04K
$667K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
159New |
$31.3K - $35.7K
|
159
$51.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$98.5K - $112K
|
500
$163K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
417+ 19.52% |
$82.1K - $93.6K
|
2.55K
$833K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
9.1K+ 3.95% |
$1.79M - $2.04M
|
239K
$78.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.34% |
$788 - $898
|
1.17K
$380K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$46.3K - $52.8K
|
235
$76.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49New |
$9.65K - $11K
|
49
$16K
|
|
| Q3 2022 | |||||||
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-13.6KClosed |
$2.68M - $3.23M
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-479Closed |
$94.5K - $114K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 0.43% |
$39.5K - $47.5K
|
46.5K
$15.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 7.14% |
$987 - $1.19K
|
65
$21.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-598- 11.92% |
$118K - $142K
|
4.42K
$1.44M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$121K - $146K
|
613
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
780+ 3.73% |
$154K - $185K
|
21.7K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
115+ 7.16% |
$22.7K - $27.3K
|
1.72K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.57KNew |
$1.3M - $1.56M
|
6.57K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-352- 6.42% |
$69.5K - $83.6K
|
5.13K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
95.3K+ 49.67% |
$18.8M - $22.6M
|
287K
$93.7M
|
|