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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
705New |
$182K - $203K
|
705
$234K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
701New |
$180K - $202K
|
701
$232K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
700New |
$180K - $202K
|
700
$232K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
700New |
$180K - $202K
|
700
$232K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
696New |
$179K - $201K
|
696
$231K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
531+ 44.89% |
$137K - $153K
|
1.71K
$568K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
520New |
$134K - $150K
|
520
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
498+ 28.85% |
$128K - $143K
|
2.22K
$737K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
425+ 2.02% |
$109K - $122K
|
21.5K
$7.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
410New |
$106K - $118K
|
410
$136K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
403+ 29.7% |
$104K - $116K
|
1.76K
$583K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
363New |
$93.5K - $105K
|
363
$120K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
350New |
$90.1K - $101K
|
350
$116K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
332New |
$85.5K - $95.6K
|
332
$110K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
241New |
$62K - $69.4K
|
241
$79.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
221+ 5.53% |
$56.9K - $63.7K
|
4.22K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
197+ 5.91% |
$50.7K - $56.8K
|
3.53K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
174New |
$44.8K - $50.1K
|
174
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
143New |
$36.8K - $41.2K
|
143
$47.4K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
128+ 7.75% |
$33K - $36.9K
|
1.78K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
125+ 100.0% |
$32.2K - $36K
|
250
$82.9K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
96New |
$24.7K - $27.7K
|
96
$31.8K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
89+ 2.52% |
$22.9K - $25.6K
|
3.63K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
84New |
$21.6K - $24.2K
|
84
$27.8K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
79+ 0.29% |
$20.3K - $22.8K
|
27.4K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
45+ 5.6% |
$11.6K - $13K
|
848
$281K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27New |
$6.95K - $7.78K
|
27
$8.95K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27+ 0.22% |
$6.95K - $7.78K
|
12.4K
$4.1M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13+ 1.16% |
$3.35K - $3.75K
|
1.13K
$376K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13New |
$3.35K - $3.75K
|
13
$4.31K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$2.83K - $3.17K
|
11
$3.65K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
11+ 0.24% |
$2.83K - $3.17K
|
4.58K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.33% |
$1.54K - $1.73K
|
1.83K
$606K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
2New |
$515 - $576
|
2
$663
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.45% |
$515 - $576
|
443
$147K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.55MNew |
$348M - $407M
|
1.55M
$513M
|
|
|
Feb 14, 2024
Q4 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
64.6KNew |
$14.6M - $17M
|
64.6K
$21.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.7K+ 38.27% |
$8.26M - $9.65M
|
132K
$43.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
25.1KNew |
$5.64M - $6.6M
|
25.1K
$8.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
16.8KNew |
$3.77M - $4.41M
|
16.8K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
15.4KNew |
$3.48M - $4.06M
|
15.4K
$5.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
11.4K+ 754.97% |
$2.57M - $3M
|
12.9K
$4.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 51.17% |
$2.51M - $2.93M
|
32.9K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.5KNew |
$2.37M - $2.77M
|
10.5K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.3KNew |
$2.32M - $2.71M
|
10.3K
$3.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.3KNew |
$1.87M - $2.18M
|
8.3K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.72KNew |
$1.29M - $1.5M
|
5.72K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81K+ 9.0% |
$857K - $1M
|
46.1K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.78KNew |
$851K - $995K
|
3.78K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.3K+ 15.53% |
$743K - $868K
|
24.6K
$8.14M
|
|