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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
321+ 35.16% |
$109K - $118K
|
1.23K
$454K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
316+ 16.05% |
$107K - $116K
|
2.29K
$841K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
311+ 0.52% |
$106K - $114K
|
60.1K
$22.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
309+ 0.36% |
$105K - $113K
|
85.8K
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
309+ 13.27% |
$105K - $113K
|
2.64K
$970K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
307+ 0.71% |
$104K - $113K
|
43.7K
$16.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
304+ 353.49% |
$103K - $111K
|
390
$143K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
303+ 2.17% |
$103K - $111K
|
14.3K
$5.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
300+ 2.33% |
$102K - $110K
|
13.2K
$4.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
298+ 28.44% |
$101K - $109K
|
1.35K
$495K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
286+ 0.21% |
$97.1K - $105K
|
139K
$51M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
285New |
$96.7K - $104K
|
285
$105K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
284+ 1.91% |
$96.4K - $104K
|
15.2K
$5.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
270+ 6.25% |
$91.6K - $98.9K
|
4.59K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
267+ 1.93% |
$90.6K - $97.8K
|
14.1K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
267New |
$90.6K - $97.8K
|
267
$98.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
266+ 16.36% |
$90.3K - $97.5K
|
1.89K
$696K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
258New |
$87.6K - $94.5K
|
258
$94.9K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
253+ 41.96% |
$85.9K - $92.7K
|
856
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
248+ 0.86% |
$84.2K - $90.9K
|
29.1K
$10.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
242+ 3.87% |
$82.1K - $88.7K
|
6.49K
$2.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
241+ 8.78% |
$81.8K - $88.3K
|
2.99K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
224+ 2.51% |
$76K - $82.1K
|
9.15K
$3.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
221+ 8.75% |
$75K - $81K
|
2.75K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
209+ 0.53% |
$70.9K - $76.6K
|
39.7K
$14.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
200New |
$67.9K - $73.3K
|
200
$73.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
195New |
$66.2K - $71.5K
|
195
$71.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
190+ 2.49% |
$64.5K - $69.6K
|
7.82K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
188+ 1.45% |
$63.8K - $68.9K
|
13.1K
$4.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
186New |
$63.1K - $68.2K
|
186
$68.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
179+ 53.75% |
$60.7K - $65.6K
|
512
$188K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
177+ 3.27% |
$60.1K - $64.9K
|
5.6K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
167+ 7.16% |
$56.7K - $61.2K
|
2.5K
$920K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
163+ 4.34% |
$55.3K - $59.7K
|
3.92K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
162+ 3.52% |
$55K - $59.4K
|
4.76K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
159+ 1.02% |
$54K - $58.3K
|
15.7K
$5.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
158+ 3.99% |
$53.6K - $57.9K
|
4.12K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
150+ 2.97% |
$50.9K - $55K
|
5.19K
$1.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
150+ 9.67% |
$50.9K - $55K
|
1.7K
$626K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
148+ 1.06% |
$50.2K - $54.2K
|
14.2K
$5.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
138+ 2.68% |
$46.8K - $50.6K
|
5.28K
$1.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
137+ 0.87% |
$46.5K - $50.2K
|
15.8K
$5.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
131New |
$44.5K - $48K
|
131
$48.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
130+ 3.71% |
$44.1K - $47.6K
|
3.64K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
129+ 2.62% |
$43.8K - $47.3K
|
5.05K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
128+ 0.82% |
$43.4K - $46.9K
|
15.7K
$5.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
128+ 2.04% |
$43.4K - $46.9K
|
6.4K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
126+ 0.24% |
$42.8K - $46.2K
|
52K
$19.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
124+ 3.75% |
$42.1K - $45.4K
|
3.44K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
117+ 3.86% |
$39.7K - $42.9K
|
3.15K
$1.16M
|
|