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 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-11Closed |
$1.49K - $1.98K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-300Closed |
$36.9K - $56.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12+ 0.54% |
$1.48K - $2.26K
|
2.24K
$684K
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$123 - $188
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.54KClosed |
$436K - $666K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.04KClosed |
$250K - $383K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-220Closed |
$27.1K - $41.4K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Nippon Life Insurance CO
|
SELL
|
- |
-1.84MClosed |
$226M - $346M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-3.5KClosed |
$430K - $658K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-426Closed |
$52.4K - $80.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.18KClosed |
$146K - $223K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-5.49KClosed |
$675K - $1.03M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-13.8KClosed |
$1.7M - $2.6M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-253Closed |
$31.1K - $47.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-639Closed |
$78.6K - $120K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.45KClosed |
$178K - $272K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-211Closed |
$26K - $39.7K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
37New |
$5.91K - $6.62K
|
37
$11.3K
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
30New |
$4.79K - $5.37K
|
30
$9.15K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-254KClosed |
$40.6M - $45.5M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.6KClosed |
$415K - $465K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.32KClosed |
$211K - $236K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-150- 4.55% |
$24K - $26.8K
|
3.15K
$961K
|
|
|
Feb 10, 2020
Q4 2019
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-130- 73.45% |
$20.8K - $23.3K
|
47
$14.3K
|
|
|
Feb 05, 2020
Q4 2019
|
Sfmg, LLC
|
SELL
|
- |
-1.43KClosed |
$228K - $255K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-434Closed |
$69.3K - $77.7K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$31.9K - $35.8K
|
200
$61K
|
|
|
Jan 29, 2020
Q4 2019
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.39KClosed |
$222K - $249K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-801Closed |
$128K - $143K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-257Closed |
$41K - $46K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
CALL |
-4.4KClosed |
$703K - $787K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-249K- 98.41% |
$39.8M - $44.6M
|
4.04K
$1.23M
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-263KClosed |
$43M - $43.9M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.69KNew |
$277K - $282K
|
1.69K
$516K
|
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9Closed |
$1.47K - $1.5K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.64KClosed |
$269K - $274K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-586Closed |
$95.9K - $97.9K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-250Closed |
$40.9K - $41.8K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.76KClosed |
$289K - $295K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-275Closed |
$45K - $45.9K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
41+ 4100.0% |
N/A
|
42
$12.8K
|
|
|
Aug 14, 2019
Q2 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.18KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-246Closed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-3.58KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-3.09KClosed |
N/A
|
0
$0
|
|
|
Mar 12, 2021
Q1 2019
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|