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 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
3.86KNew |
$1.2M - $1.3M
|
3.86K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.11KNew |
$344K - $372K
|
1.11K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-44- 5.12% |
$13.7K - $14.8K
|
816
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
400KNew |
$124M - $134M
|
400K
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.99K+ 1.75% |
$1.55M - $1.67M
|
289K
$88.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-295- 2.73% |
$91.8K - $99K
|
10.5K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-10- 0.04% |
$3.11K - $3.36K
|
26.7K
$8.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 272.11% |
$124K - $134K
|
547
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9+ 0.02% |
$2.8K - $3.02K
|
43.1K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.2K+ 7.61% |
$16.2M - $17.5M
|
738K
$225M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.5KNew |
$12.6M - $13.6M
|
40.5K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.32% |
$1.24K - $1.34K
|
1.27K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.47K- 39.12% |
$458K - $494K
|
2.29K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4K+ 51.16% |
$1.68M - $1.81M
|
16K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-212- 6.05% |
$66K - $71.2K
|
3.29K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
694New |
$216K - $233K
|
694
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-59- 0.55% |
$18.4K - $19.8K
|
10.7K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
10.9K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-89- 3.41% |
$27.7K - $29.9K
|
2.52K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-75- 2.47% |
$23.3K - $25.2K
|
2.97K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-50- 0.81% |
$15.6K - $16.8K
|
6.1K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
39+ 0.65% |
$12.1K - $13.1K
|
6.02K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
311+ 13.47% |
$96.8K - $104K
|
2.62K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-17.5K- 24.31% |
$5.44M - $5.87M
|
54.4K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-117- 1.71% |
$36.4K - $39.3K
|
6.72K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.19KNew |
$370K - $399K
|
1.19K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
84New |
$26.1K - $28.2K
|
84
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.19% |
$5.29K - $5.71K
|
8.97K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.42K- 8.28% |
$440K - $475K
|
15.7K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
272+ 0.94% |
$84.6K - $91.3K
|
29.1K
$8.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-249- 4.64% |
$77.5K - $83.6K
|
5.12K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 0.04% |
$4.98K - $5.37K
|
39.7K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.72% |
$5.29K - $5.71K
|
1.01K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-10- 0.09% |
$3.11K - $3.36K
|
10.5K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
643New |
$200K - $216K
|
643
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
753New |
$234K - $253K
|
753
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.81K- 44.03% |
$874K - $942K
|
3.57K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-968- 2.76% |
$301K - $325K
|
34.1K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.51K- 14.18% |
$2.34M - $2.52M
|
45.5K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.33K- 15.34% |
$1.97M - $2.12M
|
34.9K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 43.87% |
$642K - $692K
|
6.77K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.86K- 12.52% |
$578K - $624K
|
13K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.32K- 3.35% |
$722K - $779K
|
67.1K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
95+ 5.36% |
$29.6K - $31.9K
|
1.87K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22+ 0.51% |
$6.84K - $7.38K
|
4.32K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
240+ 8.73% |
$74.7K - $80.6K
|
2.99K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 24.88% |
$16.8K - $18.1K
|
271
$82.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 2.9% |
$1.03M - $1.11M
|
117K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-791- 5.59% |
$246K - $265K
|
13.4K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5.59K+ 342.61% |
$1.74M - $1.88M
|
7.22K
$2.2M
|