Latest Institutional Transactions on Ishares Tr Russell 1000 ETF (IWB)
This table provides information on the latest institutional transactions involving Ishares Tr Russell 1000 ETF (IWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-281- 1.13% |
$76.5K - $95.4K
|
24.5K
$8.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-39- 0.54% |
$10.6K - $13.2K
|
7.14K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
129New |
$35.1K - $43.8K
|
129
$44.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1- 0.12% |
$272 - $340
|
845
$292K
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.26% |
$1.09K - $1.36K
|
1.53K
$529K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.01K- 1.3% |
$274K - $342K
|
76.5K
$26.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.07% |
$1.36K - $1.7K
|
7.15K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
196+ 19.84% |
$53.4K - $66.6K
|
1.18K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48KNew |
$403K - $502K
|
1.48K
$511K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
8+ 1.52% |
$2.18K - $2.72K
|
536
$185K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
27K+ 11.71% |
$7.34M - $9.15M
|
257K
$88.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 3.75% |
$20.4K - $25.5K
|
1.93K
$665K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-5- 0.3% |
$1.36K - $1.7K
|
1.65K
$569K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-250- 11.9% |
$68.1K - $84.9K
|
1.85K
$639K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
262+ 40.12% |
$71.4K - $89K
|
915
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
7.64K+ 254.99% |
$2.08M - $2.59M
|
10.6K
$3.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-13- 0.34% |
$3.54K - $4.41K
|
3.84K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
93+ 0.27% |
$25.3K - $31.6K
|
34.8K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.17% |
$1.63K - $2.04K
|
3.63K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
653+ 6.91% |
$178K - $222K
|
10.1K
$3.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-300- 5.96% |
$81.7K - $102K
|
4.73K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
321+ 6.47% |
$87.4K - $109K
|
5.28K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
26+ 0.25% |
$7.08K - $8.83K
|
10.2K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
54K+ 8.92% |
$14.7M - $18.3M
|
660K
$228M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
4.13K+ 5.1% |
$1.12M - $1.4M
|
85.1K
$29.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-20- 0.15% |
$5.45K - $6.79K
|
13K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
26.2K+ 25.75% |
$7.13M - $8.89M
|
128K
$44.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
348+ 17.52% |
$94.8K - $118K
|
2.33K
$807K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$1.01M - $1.26M
|
3.71K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-3.68K- 49.16% |
$1M - $1.25M
|
3.81K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
43+ 0.31% |
$11.7K - $14.6K
|
14K
$4.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-6- 0.1% |
$1.63K - $2.04K
|
5.76K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.19K+ 177.35% |
$324K - $404K
|
1.86K
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.64K+ 16.8% |
$1.81M - $2.25M
|
46.1K
$16M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-32- 3.91% |
$8.72K - $10.9K
|
787
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
816New |
$222K - $277K
|
816
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 0.7% |
$5.17K - $6.45K
|
2.74K
$948K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
287New |
$78.2K - $97.5K
|
287
$99.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.33KNew |
$635K - $791K
|
2.33K
$805K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
60+ 6.32% |
$16.3K - $20.4K
|
1.01K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.6K+ 7.46% |
$436K - $543K
|
23K
$7.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.25% |
$6.81K - $8.49K
|
9.96K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8+ 0.1% |
$2.18K - $2.72K
|
8.11K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
236+ 4.74% |
$64.3K - $80.1K
|
5.21K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$891K - $1.11M
|
3.27K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
745+ 37.27% |
$203K - $253K
|
2.74K
$948K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
29.9K+ 193.49% |
$8.14M - $10.1M
|
45.3K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-338- 9.37% |
$92.1K - $115K
|
3.27K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 3.66% |
$81.7K - $102K
|
7.9K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 36.23% |
$997K - $1.24M
|
13.8K
$4.76M
|