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 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
304New |
$55.6K - $64.4K
|
304
$92.7K
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-170KClosed |
$31.2M - $36.1M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.36KClosed |
$248K - $288K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-19.8KClosed |
$3.62M - $4.19M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-1.72KClosed |
$315K - $365K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-155Closed |
$28.3K - $32.8K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-11.1KClosed |
$2.03M - $2.35M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.54KClosed |
$281K - $325K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.74KClosed |
$318K - $369K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-139Closed |
$25.4K - $29.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Alta Capital Management LLC
|
SELL
|
- |
-7.93KClosed |
$1.45M - $1.68M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-130Closed |
$23.8K - $27.5K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.8KClosed |
$329K - $381K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-13.2KClosed |
$2.42M - $2.8M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10.3K+ 41.08% |
$1.78M - $2.05M
|
35.3K
$10.8M
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-36.4KClosed |
$6.3M - $7.27M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
1.1KNew |
$190K - $219K
|
1.1K
$335K
|
|
Nov 13, 2020
Q3 2020
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12.4KClosed |
$2.14M - $2.47M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-116KClosed |
$20.1M - $23.2M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.55KClosed |
$268K - $310K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.96KClosed |
$685K - $790K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.96KClosed |
$339K - $391K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-7.63KClosed |
$1.32M - $1.52M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7KClosed |
$1.21M - $1.4M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-26Closed |
$4.49K - $5.19K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.71KClosed |
$295K - $341K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-18Closed |
$3.11K - $3.59K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.3KNew |
$225K - $259K
|
1.3K
$397K
|
|
Oct 23, 2020
Q3 2020
|
Hudock, Inc.
|
SELL
|
- |
-579- 97.97% |
$100K - $115K
|
12
$3.66K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-119- 1.56% |
$16.1K - $21.4K
|
7.5K
$2.29M
|
|
Aug 20, 2020
Q2 2020
|
Financial Insights, Inc.
|
SELL
|
- |
-1.61KClosed |
$218K - $290K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-213Closed |
$28.8K - $38.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-260Closed |
$35.2K - $46.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-20.5KClosed |
$2.78M - $3.69M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.2KNew |
$162K - $216K
|
1.2K
$366K
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-681- 51.55% |
$92.1K - $122K
|
640
$195K
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-109KClosed |
$14.7M - $19.5M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-939Closed |
$127K - $169K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-325KClosed |
$44M - $58.5M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.28KClosed |
$1.26M - $1.67M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2KClosed |
$270K - $359K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.41KClosed |
$732K - $972K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.24KClosed |
$1.25M - $1.66M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Forward Management, LLC
|
SELL
|
- |
-14.2KClosed |
$1.93M - $2.56M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
2.82KNew |
$382K - $508K
|
2.82K
$861K
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-256Closed |
$34.6K - $46K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-256Closed |
$34.6K - $46K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-19Closed |
$2.57K - $3.42K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.73KClosed |
$369K - $491K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Motco
|
SELL
|
- |
-74Closed |
$10K - $13.3K
|
0
$0
|