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 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 24.88% |
$16.8K - $18.1K
|
271
$84K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
51+ 6.2% |
$15.9K - $17.1K
|
874
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
51+ 2.68% |
$15.9K - $17.1K
|
1.95K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
50New |
$15.6K - $16.8K
|
50
$15.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
50+ 0.35% |
$15.6K - $16.8K
|
14.5K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
49+ 4.9% |
$15.2K - $16.4K
|
1.05K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
46+ 4.72% |
$14.3K - $15.4K
|
1.02K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.62% |
$14.3K - $15.4K
|
1.8K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.3% |
$13.7K - $14.8K
|
14.9K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
44+ 5.37% |
$13.7K - $14.8K
|
863
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
43+ 2.56% |
$13.4K - $14.4K
|
1.73K
$534K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
40+ 0.43% |
$12.4K - $13.4K
|
9.38K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
39+ 0.65% |
$12.1K - $13.1K
|
6.02K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
39+ 5.91% |
$12.1K - $13.1K
|
699
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
38+ 1.9% |
$11.8K - $12.8K
|
2.04K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.31% |
$11.5K - $12.4K
|
11.9K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
34+ 4.11% |
$10.6K - $11.4K
|
862
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
32+ 0.9% |
$9.96K - $10.7K
|
3.59K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 2.2% |
$9.96K - $10.7K
|
1.49K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
32+ 0.32% |
$9.96K - $10.7K
|
10.2K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$9.33K - $10.1K
|
30
$9.29K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.27% |
$9.33K - $10.1K
|
11.1K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
29+ 2.44% |
$9.02K - $9.73K
|
1.22K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29+ 3.01% |
$9.02K - $9.73K
|
994
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27+ 0.69% |
$8.4K - $9.06K
|
3.93K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
26+ 2.22% |
$8.09K - $8.73K
|
1.2K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
26+ 0.23% |
$8.09K - $8.73K
|
11.4K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
25+ 7.14% |
$7.78K - $8.39K
|
375
$116K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
25+ 0.66% |
$7.78K - $8.39K
|
3.79K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.04% |
$7.47K - $8.06K
|
65.7K
$20.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
24+ 0.24% |
$7.47K - $8.06K
|
9.82K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.49% |
$7.47K - $8.06K
|
4.94K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23+ 0.43% |
$7.16K - $7.72K
|
5.42K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22+ 0.51% |
$6.84K - $7.38K
|
4.32K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 2.08% |
$6.84K - $7.38K
|
1.08K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
20+ 3.05% |
$6.22K - $6.71K
|
675
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
20+ 1.79% |
$6.22K - $6.71K
|
1.14K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 1.8% |
$5.6K - $6.04K
|
1.02K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.32% |
$5.6K - $6.04K
|
5.63K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18+ 0.98% |
$5.6K - $6.04K
|
1.86K
$577K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
18+ 1.61% |
$5.6K - $6.04K
|
1.14K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 0.19% |
$5.29K - $5.71K
|
8.97K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.72% |
$5.29K - $5.71K
|
1.01K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
17+ 0.35% |
$5.29K - $5.71K
|
4.9K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17New |
$5.29K - $5.71K
|
17
$5.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 0.04% |
$4.98K - $5.37K
|
39.7K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.14% |
$4.98K - $5.37K
|
11.8K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$4.98K - $5.37K
|
5.46K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
16New |
$4.98K - $5.37K
|
16
$4.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
15+ 0.26% |
$4.67K - $5.03K
|
5.81K
$1.8M
|