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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
61+ 3.68% |
$16.6K - $20.7K
|
1.72K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
59+ 15.21% |
$16.1K - $20K
|
447
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 19.35% |
$14.7K - $18.3K
|
333
$123K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
53+ 42.4% |
$14.4K - $18K
|
178
$65.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
51+ 3.07% |
$13.9K - $17.3K
|
1.71K
$629K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42+ 7.36% |
$11.4K - $14.3K
|
613
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
39+ 0.25% |
$10.6K - $13.2K
|
15.5K
$5.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 75.0% |
$10.6K - $13.2K
|
91
$33.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$143K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35+ 3.51% |
$9.53K - $11.9K
|
1.03K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
30+ 8.0% |
$8.17K - $10.2K
|
405
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
29New |
$7.9K - $9.85K
|
29
$10.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 1.2% |
$7.08K - $8.83K
|
2.19K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
23New |
$6.26K - $7.81K
|
23
$8.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
21+ 6.33% |
$5.72K - $7.13K
|
353
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20+ 3.02% |
$5.45K - $6.79K
|
683
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 2.5% |
$4.63K - $5.77K
|
696
$256K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15New |
$4.09K - $5.09K
|
15
$5.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$3.27K - $4.07K
|
3.5K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 11.9% |
$2.72K - $3.4K
|
94
$34.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.25% |
$2.18K - $2.72K
|
3.22K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4+ 0.04% |
$1.09K - $1.36K
|
9.11K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.19% |
$545 - $679
|
1.06K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
742
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
754
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
49.2K+ 388.03% |
$14.9M - $16.6M
|
61.8K
$22.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
30.1KNew |
$9.1M - $10.2M
|
30.1K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$6.64M - $7.41M
|
22K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20KNew |
$6.03M - $6.74M
|
20K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.8K+ 26.46% |
$4.18M - $4.67M
|
66.1K
$24.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12.5K+ 53.71% |
$3.78M - $4.22M
|
35.7K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
9.11KNew |
$2.75M - $3.07M
|
9.11K
$3.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7.62K+ 418.18% |
$2.3M - $2.57M
|
9.44K
$3.47M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.65KNew |
$1.41M - $1.57M
|
4.65K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.48K+ 241.27% |
$1.35M - $1.51M
|
6.33K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.57K+ 81.94% |
$1.08M - $1.21M
|
7.93K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.56KNew |
$1.08M - $1.2M
|
3.56K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.21KNew |
$969K - $1.08M
|
3.21K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.83KNew |
$553K - $618K
|
1.83K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77KNew |
$534K - $596K
|
1.77K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$642K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.49KNew |
$452K - $504K
|
1.49K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 145.17% |
$418K - $466K
|
2.33K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
1.19K+ 3.81% |
$360K - $402K
|
32.4K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.12KNew |
$339K - $378K
|
1.12K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 31.81% |
$333K - $372K
|
4.57K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 157.29% |
$316K - $353K
|
1.71K
$629K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.03KNew |
$312K - $349K
|
1.03K
$380K
|
|