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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3+ 0.29% |
$933 - $1.01K
|
1.03K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3+ 0.4% |
$933 - $1.01K
|
761
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.32% |
$933 - $1.01K
|
927
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$622 - $671
|
3.85K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.5% |
$622 - $671
|
406
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$622 - $671
|
690
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.2% |
$622 - $671
|
979
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.28% |
$622 - $671
|
717
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2+ 0.19% |
$622 - $671
|
1.05K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.3% |
$622 - $671
|
660
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$622 - $671
|
774
$240K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2+ 0.11% |
$622 - $671
|
1.82K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
10.9K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1+ 0.1% |
$311 - $336
|
1.04K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$311 - $336
|
570
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$311 - $336
|
1.05K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$311 - $336
|
1.98K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.18% |
$311 - $336
|
548
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.0% |
$311 - $336
|
214K
$66.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$311 - $336
|
4.59K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.27% |
$311 - $336
|
373
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$311 - $336
|
8.36K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
3.23K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$311 - $336
|
1.06K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.08% |
$311 - $336
|
1.25K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.07% |
$311 - $336
|
1.5K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$311 - $336
|
785
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$311 - $336
|
28.7K
$8.89M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1+ 0.14% |
$311 - $336
|
722
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$311 - $336
|
2.9K
$899K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$311 - $336
|
825
$256K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
474K+ 293.46% |
$134M - $149M
|
635K
$197M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
91.9KNew |
$26M - $28.9M
|
91.9K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
84.8K+ 691.59% |
$24M - $26.7M
|
97.1K
$30.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78K+ 1020.27% |
$22.1M - $24.5M
|
85.6K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31K+ 404.9% |
$8.77M - $9.73M
|
38.6K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.2K+ 20.17% |
$4.58M - $5.08M
|
96.3K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
11.7KNew |
$3.32M - $3.69M
|
11.7K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.7KNew |
$3.3M - $3.67M
|
11.7K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65K+ 4.9% |
$2.45M - $2.72M
|
185K
$57.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.6KNew |
$2.44M - $2.71M
|
8.6K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$1.86M - $2.07M
|
6.58K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.06K+ 575.23% |
$1.43M - $1.59M
|
5.94K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.58KNew |
$1.3M - $1.44M
|
4.58K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 9.63% |
$881K - $978K
|
35.4K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.47K+ 27.82% |
$699K - $776K
|
11.3K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.44K+ 182.75% |
$690K - $766K
|
3.77K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.07KNew |
$587K - $652K
|
2.07K
$642K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.94K+ 14.46% |
$548K - $608K
|
15.3K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$589K
|
|