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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
720New |
$224K - $242K
|
720
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
717+ 28.83% |
$223K - $241K
|
3.2K
$993K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
713+ 488.36% |
$222K - $239K
|
859
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
710+ 7.05% |
$221K - $238K
|
10.8K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
703+ 3.42% |
$219K - $236K
|
21.2K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
701New |
$218K - $235K
|
701
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
696New |
$217K - $234K
|
696
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
694New |
$216K - $233K
|
694
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
685New |
$213K - $230K
|
685
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
643New |
$200K - $216K
|
643
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
632New |
$197K - $212K
|
632
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
631New |
$196K - $212K
|
631
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
631New |
$196K - $212K
|
631
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
628New |
$195K - $211K
|
628
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
627New |
$195K - $210K
|
627
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
626New |
$195K - $210K
|
626
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
624+ 5.66% |
$194K - $209K
|
11.6K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
624+ 624.0% |
$194K - $209K
|
724
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
622New |
$194K - $209K
|
622
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
617+ 14.14% |
$192K - $207K
|
4.98K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
608+ 0.56% |
$189K - $204K
|
110K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
600+ 18.75% |
$187K - $201K
|
3.8K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
596New |
$185K - $200K
|
596
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
596+ 0.8% |
$185K - $200K
|
74.9K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
568+ 81.61% |
$177K - $191K
|
1.26K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
560+ 285.71% |
$174K - $188K
|
756
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
542+ 56.05% |
$169K - $182K
|
1.51K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
533+ 101.72% |
$166K - $179K
|
1.06K
$327K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
523New |
$163K - $176K
|
523
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
512+ 16.0% |
$159K - $172K
|
3.71K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
492New |
$153K - $165K
|
492
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
486+ 1.26% |
$151K - $163K
|
39.1K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
468+ 0.46% |
$146K - $157K
|
103K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
465+ 3.51% |
$145K - $156K
|
13.7K
$4.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
455New |
$142K - $153K
|
455
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
454+ 7.62% |
$141K - $152K
|
6.42K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
448+ 1.28% |
$139K - $150K
|
35.5K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
435New |
$135K - $146K
|
435
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
423+ 15.31% |
$132K - $142K
|
3.19K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
421New |
$131K - $141K
|
421
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
407+ 7.11% |
$127K - $137K
|
6.13K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 272.11% |
$124K - $134K
|
547
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
395+ 2.11% |
$123K - $133K
|
19.1K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
380New |
$118K - $128K
|
380
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
378+ 12.73% |
$118K - $127K
|
3.35K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
366+ 2.22% |
$114K - $123K
|
16.9K
$5.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
363+ 15.61% |
$113K - $122K
|
2.69K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
361+ 120.33% |
$112K - $121K
|
661
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
360New |
$112K - $121K
|
360
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
354+ 33.59% |
$110K - $119K
|
1.41K
$436K
|