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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
72+ 38.92% |
$22.4K - $24.2K
|
257
$85.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
64+ 7.92% |
$19.9K - $21.5K
|
872
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
63+ 1.62% |
$19.6K - $21.1K
|
3.96K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60+ 8.88% |
$18.7K - $20.1K
|
736
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 0.76% |
$18.7K - $20.1K
|
7.94K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.16% |
$18.7K - $20.1K
|
37.8K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
51+ 6.2% |
$15.9K - $17.1K
|
874
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
51+ 2.68% |
$15.9K - $17.1K
|
1.95K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
50+ 0.35% |
$15.6K - $16.8K
|
14.5K
$4.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
49+ 4.9% |
$15.2K - $16.4K
|
1.05K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.62% |
$14.3K - $15.4K
|
1.8K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.3% |
$13.7K - $14.8K
|
14.9K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
44+ 5.37% |
$13.7K - $14.8K
|
863
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 2.56% |
$13.4K - $14.4K
|
1.73K
$572K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40+ 0.43% |
$12.4K - $13.4K
|
9.38K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
39+ 5.91% |
$12.1K - $13.1K
|
699
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
34+ 4.11% |
$10.6K - $11.4K
|
862
$286K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
32+ 0.9% |
$9.96K - $10.7K
|
3.59K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 2.2% |
$9.96K - $10.7K
|
1.49K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$9.96K - $10.7K
|
10.2K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.27% |
$9.33K - $10.1K
|
11.1K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29+ 3.01% |
$9.02K - $9.73K
|
994
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26+ 0.23% |
$8.09K - $8.73K
|
11.4K
$3.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$7.78K - $8.39K
|
3.79K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 0.24% |
$7.47K - $8.06K
|
9.82K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.49% |
$7.47K - $8.06K
|
4.94K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.43% |
$7.16K - $7.72K
|
5.42K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 2.08% |
$6.84K - $7.38K
|
1.08K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 3.05% |
$6.22K - $6.71K
|
675
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 1.79% |
$6.22K - $6.71K
|
1.14K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.32% |
$5.6K - $6.04K
|
5.63K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18+ 0.98% |
$5.6K - $6.04K
|
1.86K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 1.61% |
$5.6K - $6.04K
|
1.14K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
17+ 0.35% |
$5.29K - $5.71K
|
4.9K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$5.29K - $5.71K
|
17
$5.64K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.14% |
$4.98K - $5.37K
|
11.8K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$4.98K - $5.37K
|
5.46K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16New |
$4.98K - $5.37K
|
16
$5.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 0.41% |
$4.04K - $4.36K
|
3.21K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.07% |
$4.04K - $4.36K
|
19.8K
$6.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.01% |
$3.73K - $4.03K
|
95.9K
$31.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
11New |
$3.42K - $3.69K
|
11
$3.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.44% |
$3.42K - $3.69K
|
2.53K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$3.42K - $3.69K
|
10.3K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11+ 0.52% |
$3.42K - $3.69K
|
2.14K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.33% |
$3.42K - $3.69K
|
3.32K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 0.32% |
$3.42K - $3.69K
|
3.47K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.31% |
$3.11K - $3.36K
|
3.21K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.4% |
$2.8K - $3.02K
|
2.26K
$749K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.38% |
$2.8K - $3.02K
|
2.39K
$792K
|