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 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
888New |
$185K - $205K
|
888
$275K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500+ 111.11% |
$104K - $115K
|
950
$294K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
308New |
$64.3K - $71K
|
308
$95.4K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 13.44% |
$30.3K - $33.4K
|
1.22K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$13.4K - $14.8K
|
64
$19.8K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
39New |
$8.14K - $8.99K
|
39
$12.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$7.72K - $8.53K
|
37
$11.5K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.38% |
$6.26K - $6.92K
|
7.97K
$2.47M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.54% |
$4.18K - $4.61K
|
3.69K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17New |
$3.55K - $3.92K
|
17
$5.27K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.04K
$321K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.76% |
$209 - $231
|
132
$40.9K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
42.6KNew |
$8.38M - $9.55M
|
42.6K
$13.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
30.3KNew |
$5.96M - $6.79M
|
30.3K
$9.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
29.1KNew |
$5.74M - $6.54M
|
29.1K
$9.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19KNew |
$3.75M - $4.27M
|
19K
$5.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
9.1K+ 3.95% |
$1.79M - $2.04M
|
239K
$74.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.53K+ 16.87% |
$1.48M - $1.69M
|
52.2K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.31KNew |
$1.44M - $1.64M
|
7.31K
$2.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.2KNew |
$1.22M - $1.39M
|
6.2K
$1.92M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.63KNew |
$1.11M - $1.26M
|
5.63K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.68KNew |
$726K - $827K
|
3.68K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.94K+ 1187.1% |
$580K - $661K
|
3.19K
$989K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.5KNew |
$493K - $562K
|
2.5K
$775K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 2.14% |
$414K - $472K
|
100K
$31.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$402K - $459K
|
2.04K
$633K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
1.8KNew |
$354K - $404K
|
1.8K
$558K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$336K - $383K
|
1.71K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.58K+ 64.5% |
$312K - $356K
|
4.04K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42KNew |
$279K - $318K
|
1.42K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 61.06% |
$275K - $314K
|
3.69K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36KNew |
$268K - $305K
|
1.36K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$257K - $293K
|
1.3K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.04K+ 33.03% |
$205K - $234K
|
4.19K
$1.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1KNew |
$197K - $224K
|
1K
$310K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
979New |
$193K - $220K
|
979
$303K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
979New |
$193K - $220K
|
979
$303K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
979New |
$193K - $220K
|
979
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
955+ 3.22% |
$188K - $214K
|
30.6K
$9.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
667+ 1.83% |
$131K - $150K
|
37K
$11.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$98.5K - $112K
|
500
$155K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
417+ 19.52% |
$82.1K - $93.6K
|
2.55K
$791K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
413New |
$81.3K - $92.7K
|
413
$128K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$59.1K - $67.3K
|
300
$92.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
266New |
$52.4K - $59.7K
|
266
$82.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$46.3K - $52.8K
|
235
$72.8K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
178+ 10.47% |
$35.1K - $40K
|
1.88K
$582K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177New |
$34.9K - $39.7K
|
177
$54.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
173+ 15.99% |
$34.1K - $38.8K
|
1.26K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
163New |
$32.1K - $36.6K
|
163
$50.5K
|
|