Latest Institutional Purchases of Ishares Tr Russell 1000 ETF (IWB)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 1000 ETF (IWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.1% |
$339 - $366
|
983
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.16% |
$339 - $366
|
639
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.15% |
$339 - $366
|
679
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1+ 0.11% |
$339 - $366
|
876
$322K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
1+ 0.13% |
$339 - $366
|
773
$284K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1+ 0.1% |
$339 - $366
|
978
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$339 - $366
|
2.02K
$743K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
1+ 0.16% |
$339 - $366
|
621
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$339 - $366
|
1.05K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$339 - $366
|
3.23K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$339 - $366
|
5.94K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.21MNew |
$331M - $412M
|
1.21M
$447M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6K+ 16.79% |
$16.2M - $20.2M
|
414K
$152M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
18KNew |
$4.9M - $6.11M
|
18K
$6.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
16.9K+ 26021.54% |
$4.61M - $5.74M
|
17K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
10.3K+ 99.04% |
$2.81M - $3.5M
|
20.7K
$7.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.16K+ 0.78% |
$1.68M - $2.09M
|
799K
$294M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.03K+ 161.05% |
$1.64M - $2.05M
|
9.77K
$3.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
4.52KNew |
$1.23M - $1.54M
|
4.52K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.13K+ 5.1% |
$1.12M - $1.4M
|
85.1K
$31.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$891K - $1.11M
|
3.27K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.13KNew |
$579K - $722K
|
2.13K
$782K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2.12KNew |
$577K - $719K
|
2.12K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.98KNew |
$538K - $671K
|
1.98K
$727K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.86KNew |
$507K - $632K
|
1.86K
$684K
|
|
|
Jan 08, 2026
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.81K+ 3.48% |
$493K - $614K
|
53.7K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$464K - $579K
|
1.71K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$436K - $543K
|
1.6K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.28K+ 1171.56% |
$348K - $434K
|
1.39K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.26KNew |
$343K - $428K
|
1.26K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$319K - $397K
|
1.17K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.16% |
$312K - $389K
|
4.82K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.13K+ 4.63% |
$309K - $385K
|
25.6K
$9.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.05KNew |
$286K - $356K
|
1.05K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.05KNew |
$285K - $356K
|
1.05K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
993New |
$270K - $337K
|
993
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
950New |
$259K - $323K
|
950
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
893New |
$243K - $303K
|
893
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
881+ 10.79% |
$240K - $299K
|
9.05K
$3.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
814New |
$222K - $276K
|
814
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750New |
$204K - $255K
|
750
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
742New |
$202K - $252K
|
742
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724New |
$197K - $246K
|
724
$266K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
692New |
$188K - $235K
|
692
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
687New |
$187K - $233K
|
687
$253K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
681New |
$185K - $231K
|
681
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
673New |
$183K - $229K
|
673
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
658New |
$179K - $223K
|
658
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
657New |
$179K - $223K
|
657
$242K
|
|