Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-593- 46.55% |
$161K - $177K
|
681
$222K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 6.77% |
$136K - $149K
|
6.89K
$2.25M
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-414- 20.79% |
$113K - $124K
|
1.58K
$515K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-323- 0.35% |
$87.9K - $96.5K
|
92.2K
$30.1M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-314- 23.02% |
$85.5K - $93.8K
|
1.05K
$343K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-201- 15.33% |
$54.7K - $60K
|
1.11K
$362K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-170- 27.33% |
$46.3K - $50.8K
|
452
$148K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-168- 48.98% |
$45.7K - $50.2K
|
175
$57.1K
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-167- 0.51% |
$45.5K - $49.9K
|
32.3K
$10.5M
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-157- 23.33% |
$42.7K - $46.9K
|
516
$168K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 12.09% |
$38.7K - $42.4K
|
1.03K
$337K
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-119- 0.69% |
$32.4K - $35.5K
|
17.2K
$5.62M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-104- 0.17% |
$28.3K - $31.1K
|
60.8K
$19.8M
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-103- 21.68% |
$28K - $30.8K
|
372
$121K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-83- 0.14% |
$22.6K - $24.8K
|
60.3K
$19.7M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-77- 36.67% |
$21K - $23K
|
133
$43.4K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-76- 17.04% |
$20.7K - $22.7K
|
370
$121K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-74- 97.37% |
$20.1K - $22.1K
|
2
$653
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 5.35% |
$13.6K - $14.9K
|
885
$289K
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 2.44% |
$13.6K - $14.9K
|
2K
$652K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-50- 2.97% |
$13.6K - $14.9K
|
1.64K
$534K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49- 1.97% |
$13.3K - $14.6K
|
2.44K
$796K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-48- 5.8% |
$13.1K - $14.3K
|
779
$254K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-35- 5.36% |
$9.53K - $10.5K
|
618
$202K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$190K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
$8.17K - $8.96K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 0.7% |
$6.81K - $7.47K
|
3.53K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.41% |
$6.53K - $7.17K
|
5.78K
$1.89M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 3.42% |
$5.44K - $5.97K
|
565
$184K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.27% |
$5.44K - $5.97K
|
7.28K
$2.38M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.91% |
$5.44K - $5.97K
|
2.17K
$707K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19- 0.33% |
$5.17K - $5.68K
|
5.67K
$1.85M
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-18- 0.5% |
$4.9K - $5.38K
|
3.57K
$1.16M
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.76% |
$2.72K - $2.99K
|
1.31K
$427K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 45.45% |
$2.72K - $2.99K
|
12
$3.92K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4- 0.53% |
$1.09K - $1.19K
|
750
$245K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3- 0.57% |
$817 - $896
|
526
$172K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-206K- 56.17% |
$53M - $59.3M
|
161K
$52.4M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-16.3K- 95.57% |
$4.19M - $4.69M
|
755
$246K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-8.05K- 48.44% |
$2.07M - $2.32M
|
8.57K
$2.8M
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 73.71% |
$603K - $674K
|
835
$273K
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-2.17K- 33.47% |
$558K - $625K
|
4.31K
$1.41M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$624K
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.64K- 50.99% |
$423K - $473K
|
1.58K
$515K
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.39KClosed |
$358K - $401K
|
0
$0
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.08KClosed |
$277K - $310K
|
0
$0
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$260K - $290K
|
0
$0
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-947- 55.03% |
$244K - $273K
|
774
$253K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-740- 50.37% |
$191K - $213K
|
729
$238K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-533- 23.18% |
$137K - $154K
|
1.77K
$576K
|