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 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-135- 1.19% |
$36.8K - $45.8K
|
11.2K
$3.83M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
174+ 10.39% |
$47.4K - $59.1K
|
1.85K
$629K
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-1.89K- 11.9% |
$514K - $640K
|
14K
$4.75M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.55KNew |
$421K - $525K
|
1.55K
$527K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.85K+ 3.53% |
$503K - $628K
|
54.2K
$18.5M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
625+ 69.83% |
$170K - $212K
|
1.52K
$517K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-74- 3.51% |
$20.2K - $25.1K
|
2.03K
$692K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.14K- 51.36% |
$1.94M - $2.42M
|
6.76K
$2.3M
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
85+ 1.02% |
$23.2K - $28.9K
|
8.4K
$2.86M
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.54K+ 10.48% |
$1.51M - $1.88M
|
58.4K
$19.9M
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-21- 1.92% |
$5.72K - $7.13K
|
1.07K
$366K
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.71K- 12.28% |
$466K - $581K
|
12.2K
$4.16M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-583- 5.06% |
$159K - $198K
|
11K
$3.73M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-96- 5.13% |
$26.1K - $32.6K
|
1.77K
$604K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-647- 51.19% |
$176K - $220K
|
617
$210K
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
779New |
$212K - $265K
|
779
$265K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$545 - $679
|
1.65K
$563K
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.15K+ 4.82% |
$1.13M - $1.41M
|
90.2K
$30.7M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-18.1K- 70.53% |
$4.92M - $6.13M
|
7.55K
$2.57M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9K+ 1.68% |
$1.88M - $2.34M
|
419K
$143M
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
BUY
|
- |
650New |
$177K - $221K
|
650
$221K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 1.27% |
$59.1K - $73.7K
|
17.3K
$5.9M
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.24% |
$9.8K - $12.2K
|
15K
$5.11M
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.96KNew |
$533K - $665K
|
1.96K
$666K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
144+ 26.52% |
$39.2K - $48.9K
|
687
$234K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.4% |
$545 - $679
|
507
$173K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.12K
$722K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
83+ 4.84% |
$22.6K - $28.2K
|
1.8K
$612K
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
992New |
$270K - $337K
|
992
$338K
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-223- 36.08% |
$60.7K - $75.7K
|
395
$134K
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 16.87% |
$128K - $160K
|
2.32K
$788K
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49+ 7.41% |
$13.3K - $16.6K
|
710
$242K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 57.4% |
$2.37M - $2.95M
|
23.8K
$8.11M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
248+ 2.23% |
$67.5K - $84.2K
|
11.4K
$3.87M
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.62K+ 55.71% |
$715K - $891K
|
7.33K
$2.5M
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.31K
$1.13M
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.98K
$1.35M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.16K+ 0.78% |
$1.68M - $2.09M
|
799K
$272M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.83K- 16.37% |
$499K - $622K
|
9.36K
$3.19M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-50- 0.86% |
$13.6K - $17K
|
5.76K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$132K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.19% |
$1.09K - $1.36K
|
2.15K
$730K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 13.86% |
$16.3K - $20.4K
|
373
$127K
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
17.2K+ 52.81% |
$4.67M - $5.82M
|
49.6K
$16.9M
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.38K- 1.36% |
$648K - $809K
|
172K
$58.6M
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
904New |
$246K - $307K
|
904
$308K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
952+ 7.99% |
$259K - $323K
|
12.9K
$4.38M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.82K+ 5.74% |
$495K - $617K
|
33.5K
$11.4M
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-705- 2.07% |
$192K - $239K
|
33.3K
$11.3M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
177+ 19.05% |
$48.2K - $60.1K
|
1.11K
$377K
|