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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
2.27KNew |
$707K - $763K
|
2.27K
$762K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$622 - $671
|
774
$259K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
43.4K+ 5.81% |
$13.5M - $14.6M
|
791K
$265M
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-165- 5.15% |
$51.3K - $55.4K
|
3.04K
$1.02M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$832K - $898K
|
2.68K
$897K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-319- 7.43% |
$99.2K - $107K
|
3.98K
$1.33M
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
84.8KNew |
$26.4M - $28.5M
|
84.8K
$28.4M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-90- 93.75% |
$28K - $30.2K
|
6
$2.01K
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-449- 22.51% |
$140K - $151K
|
1.55K
$518K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6.37K- 1.66% |
$1.98M - $2.14M
|
378K
$127M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
241+ 0.54% |
$75K - $80.9K
|
45.2K
$15.2M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-500- 1.68% |
$156K - $168K
|
29.3K
$9.81M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-197- 2.12% |
$61.3K - $66.1K
|
9.08K
$3.04M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$1.87K - $2.01K
|
8.69K
$2.91M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-875- 3.19% |
$272K - $294K
|
26.6K
$8.91M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-31- 1.57% |
$9.64K - $10.4K
|
1.94K
$651K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
141+ 16.51% |
$43.9K - $47.3K
|
995
$333K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$529K - $570K
|
1.7K
$569K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.69K- 76.56% |
$524K - $566K
|
516
$173K
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
8.59KNew |
$2.67M - $2.88M
|
8.59K
$2.88M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-76- 3.3% |
$23.6K - $25.5K
|
2.22K
$745K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 1.79% |
$6.22K - $6.71K
|
1.14K
$381K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-992- 33.96% |
$309K - $333K
|
1.93K
$647K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-36- 0.76% |
$11.2K - $12.1K
|
4.7K
$1.58M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-30- 0.59% |
$9.33K - $10.1K
|
5.04K
$1.69M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 0.53% |
$416K - $448K
|
250K
$83.9M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-267- 7.71% |
$83.1K - $89.6K
|
3.19K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-478- 17.14% |
$149K - $160K
|
2.31K
$775K
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.53K- 0.66% |
$474K - $512K
|
229K
$76.9M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-320- 4.26% |
$99.6K - $107K
|
7.2K
$2.41M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
189+ 2.39% |
$58.8K - $63.4K
|
8.11K
$2.72M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-269- 7.48% |
$83.7K - $90.3K
|
3.33K
$1.11M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-272- 10.96% |
$84.6K - $91.3K
|
2.21K
$741K
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-248- 1.68% |
$77.2K - $83.2K
|
14.6K
$4.88M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-136- 11.87% |
$42.3K - $45.6K
|
1.01K
$339K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
213+ 32.37% |
$66.3K - $71.5K
|
871
$292K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 11.03% |
$492K - $530K
|
12.7K
$4.27M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.12% |
$311 - $336
|
818
$274K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.42K - $3.69K
|
3.47K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-166- 1.3% |
$51.6K - $55.7K
|
12.6K
$4.23M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-76- 7.64% |
$23.6K - $25.5K
|
919
$308K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
774New |
$241K - $260K
|
774
$259K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-46- 0.66% |
$14.3K - $15.4K
|
6.91K
$2.32M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.18K - $2.35K
|
4.96K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-149- 4.61% |
$46.4K - $50K
|
3.08K
$1.03M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-84- 1.63% |
$26.1K - $28.2K
|
5.08K
$1.7M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$311 - $336
|
5.24K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.12K- 11.23% |
$659K - $711K
|
16.7K
$5.61M
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12- 1.61% |
$3.73K - $4.03K
|
735
$246K
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
701New |
$218K - $235K
|
701
$235K
|