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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 1.41% |
$15.8K - $19K
|
5.58K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$7.89K - $9.51K
|
20
$6.53K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-37- 1.11% |
$7.3K - $8.79K
|
3.31K
$1.08M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 7.14% |
$987 - $1.19K
|
65
$21.2K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-36.9KClosed |
$7.42M - $9.34M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-29.6K- 16.48% |
$5.95M - $7.49M
|
150K
$49M
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.9KClosed |
$5.6M - $7.06M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-15K- 78.8% |
$3.01M - $3.79M
|
4.03K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.14KClosed |
$1.43M - $1.81M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-5.41K- 1.47% |
$1.09M - $1.37M
|
362K
$118M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.21KClosed |
$1.05M - $1.32M
|
0
$0
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.24K- 75.47% |
$852K - $1.07M
|
1.38K
$449K
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-3.1K- 0.76% |
$624K - $786K
|
406K
$133M
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.82KClosed |
$567K - $714K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.32KClosed |
$466K - $587K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24KClosed |
$450K - $567K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$353K - $444K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$344K - $434K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.65K- 0.79% |
$332K - $418K
|
206K
$67.4M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.39KClosed |
$279K - $351K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-954Closed |
$192K - $242K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-915Closed |
$184K - $232K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-905Closed |
$182K - $229K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-869Closed |
$175K - $220K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
SELL
|
- |
-858Closed |
$172K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-822Closed |
$165K - $208K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-815Closed |
$164K - $206K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-810Closed |
$163K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-809Closed |
$163K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-797- 8.11% |
$160K - $202K
|
9.03K
$2.95M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-712Closed |
$143K - $180K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-666- 11.43% |
$134K - $169K
|
5.16K
$1.68M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-647Closed |
$130K - $164K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-625Closed |
$126K - $158K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-400Closed |
$80.4K - $101K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-385Closed |
$77.4K - $97.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-200Closed |
$40.2K - $50.6K
|
0
$0
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-151- 42.9% |
$30.4K - $38.2K
|
201
$65.6K
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-137- 30.79% |
$27.5K - $34.7K
|
308
$101K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-108- 1.65% |
$21.7K - $27.3K
|
6.44K
$2.1M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-81Closed |
$16.3K - $20.5K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 3.34% |
$10.1K - $12.7K
|
1.45K
$473K
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-48- 2.83% |
$9.65K - $12.2K
|
1.65K
$537K
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-26- 9.06% |
$5.23K - $6.58K
|
261
$85.2K
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10Closed |
$2.01K - $2.53K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1- 0.1% |
$201 - $253
|
1.05K
$343K
|
|
Q1 2022 | |||||||
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-237KClosed |
$54.7M - $63.1M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-60.5KClosed |
$14M - $16.1M
|
0
$0
|