Latest Institutional Purchases of Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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
Jul 17, 2024 Q2 2024
Atticus Wealth Management, LLC

BUY
 -
56
New
$15.2K - $16.7K
56 $18.6K
Aug 05, 2024 Q2 2024
Drake & Associates, LLC

Waukesha, WI
BUY
 -
46
+ 4.44%
$12.5K - $13.7K
1.08K $359K
Aug 02, 2024 Q2 2024
Arq Wealth Advisors, LLC

BUY
 -
30
+ 2.17%
$8.17K - $8.96K
1.41K $468K
Jul 17, 2024 Q2 2024
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
27
+ 10.71%
$7.35K - $8.07K
279 $92.5K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
25
New
$6.81K - $7.47K
25 $8.29K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
25
+ 1.13%
$6.81K - $7.47K
2.24K $743K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
22
New
$5.99K - $6.57K
22 $7.29K
Aug 14, 2024 Q2 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
19
New
$5.17K - $5.68K
19 $6.3K
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
17
+ 2.97%
$4.63K - $5.08K
590 $196K
Aug 12, 2024 Q2 2024
Princeton Global Asset Management LLC

BUY
 -
16
New
$4.36K - $4.78K
16 $5.3K
Jul 22, 2024 Q2 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
7
+ 0.24%
$1.91K - $2.09K
2.94K $974K
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
3
New
$817 - $896
3 $995
Aug 12, 2024 Q2 2024
Optimist Retirement Group LLC

Bellevue, WA
BUY
 -
2
+ 0.06%
$544 - $597
3.44K $1.14M
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 0.46%
$272 - $299
219 $72.6K
Jul 29, 2024 Q2 2024
Arthur M. Cohen & Associates, LLC

BUY
 -
1
+ 0.13%
$272 - $299
795 $264K
Q1 2024
May 15, 2024 Q1 2024
Geisinger Health

Danville, PA
BUY
 -
455K
+ 292.55%
$117M - $131M
610K $202M
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
139K
New
$35.9M - $40.2M
139K $46.2M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
24.8K
+ 82.64%
$6.4M - $7.16M
54.9K $18.2M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
18.5K
New
$4.76M - $5.32M
18.5K $6.13M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
15.1K
New
$3.88M - $4.35M
15.1K $5M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
6.6K
+ 15.89%
$1.7M - $1.9M
48.1K $15.9M
May 06, 2024 Q1 2024
Concord Investment Counsel Inc.

Irvine, CA
BUY
 -
6.39K
New
$1.65M - $1.84M
6.39K $2.12M
Apr 12, 2024 Q1 2024
First Financial Corp

BUY
 -
4.6K
New
$1.18M - $1.32M
4.6K $1.52M
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
3.57K
New
$919K - $1.03M
3.57K $1.18M
May 10, 2024 Q1 2024
Credit Suisse Ag

Zurich, V8
BUY
 -
3.55K
New
$915K - $1.02M
3.55K $1.18M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.48K
+ 2.79%
$896K - $1M
128K $42.5M
May 06, 2024 Q1 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
3.31K
New
$851K - $952K
3.31K $1.1M
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
2.64K
New
$681K - $762K
2.64K $877K
May 13, 2024 Q1 2024
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
2.1K
New
$539K - $604K
2.1K $695K
May 09, 2024 Q1 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.6K
New
$412K - $461K
1.6K $530K
Apr 12, 2024 Q1 2024
Curated Wealth Partners LLC

BUY
 PUT
1.45K
New
$373K - $418K
1.45K $481K
May 09, 2024 Q1 2024
V2 Financial Group LLC

Naperville, IL
BUY
 -
1.2K
New
$309K - $346K
1.2K $398K
May 15, 2024 Q1 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
1.05K
New
$270K - $302K
1.05K $348K
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
992
New
$255K - $286K
992 $329K
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
972
New
$250K - $280K
972 $322K
Apr 26, 2024 Q1 2024
Tenon Financial LLC

Metuchen, NJ
BUY
 -
966
New
$249K - $278K
966 $320K
May 14, 2024 Q1 2024
First Commonwealth Financial Corp

Indiana, PA
BUY
 -
840
New
$216K - $242K
840 $278K
May 15, 2024 Q1 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
806
New
$208K - $232K
806 $267K
Apr 23, 2024 Q1 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
800
New
$206K - $230K
800 $265K
May 14, 2024 Q1 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
779
New
$201K - $224K
779 $258K
May 03, 2024 Q1 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
768
New
$198K - $221K
768 $255K
May 08, 2024 Q1 2024
Holistic Financial Partners

BUY
 -
760
New
$196K - $219K
760 $252K
May 14, 2024 Q1 2024
Washington Trust Bank

BUY
 -
754
New
$194K - $217K
754 $250K
May 08, 2024 Q1 2024
Mandatum Life Insurance CO LTD

BUY
 -
731
New
$188K - $211K
731 $242K
May 13, 2024 Q1 2024
Boston Family Office LLC

Boston, MA
BUY
 -
725
New
$187K - $209K
725 $240K
Apr 22, 2024 Q1 2024
Wealth Effects LLC

BUY
 -
723
New
$186K - $208K
723 $240K
Apr 25, 2024 Q1 2024
Carmel Capital Partners, LLC

BUY
 -
717
New
$185K - $207K
717 $238K
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
709
New
$183K - $204K
709 $235K
May 15, 2024 Q1 2024
Private Capital Management, LLC

Naples, FL
BUY
 -
708
New
$182K - $204K
708 $235K

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