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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.98K- 0.17% |
$559K - $621K
|
1.19M
$388M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
426+ 2.33% |
$121K - $134K
|
18.7K
$6.12M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
11+ 0.35% |
$3.12K - $3.46K
|
3.2K
$1.05M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-70- 0.27% |
$19.8K - $22K
|
26.3K
$8.61M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.15% |
$283 - $314
|
653
$214K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9- 0.08% |
$2.55K - $2.83K
|
10.8K
$3.53M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.7KNew |
$5.3M - $5.88M
|
18.7K
$6.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.31K+ 18.57% |
$372K - $413K
|
8.39K
$2.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-304- 1.81% |
$86.1K - $95.6K
|
16.5K
$5.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78K+ 1020.27% |
$22.1M - $24.5M
|
85.6K
$28M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
559+ 35.76% |
$158K - $176K
|
2.12K
$694K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
25.5KNew |
$7.23M - $8.02M
|
25.5K
$8.34M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57+ 16.43% |
$16.1K - $17.9K
|
404
$132K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-144- 8.68% |
$40.8K - $45.3K
|
1.52K
$496K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.97K+ 11.63% |
$841K - $933K
|
28.5K
$9.32M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-94- 5.11% |
$26.6K - $29.6K
|
1.74K
$570K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-52.8K- 1.67% |
$14.9M - $16.6M
|
3.11M
$1.02B
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 0.89% |
$381K - $423K
|
153K
$50M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 1.33% |
$3.68K - $4.09K
|
991
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.28KNew |
$363K - $403K
|
1.28K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
650New |
$184K - $204K
|
650
$213K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 7.61% |
$1.06M - $1.18M
|
53K
$17.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 70.37% |
$5.38K - $5.97K
|
46
$15K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-25- 0.21% |
$7.08K - $7.86K
|
11.6K
$3.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.98K - $2.2K
|
4.43K
$1.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-851- 1.27% |
$241K - $268K
|
66K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 3.94% |
$2.12M - $2.35M
|
197K
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
326+ 44.78% |
$92.3K - $102K
|
1.05K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
31K+ 404.9% |
$8.77M - $9.73M
|
38.6K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-31.1K- 7.54% |
$8.82M - $9.79M
|
382K
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
11.7KNew |
$3.3M - $3.67M
|
11.7K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
489+ 3.48% |
$139K - $154K
|
14.5K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.72K+ 24.14% |
$488K - $541K
|
8.85K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
651New |
$184K - $205K
|
651
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-318- 1.67% |
$90.1K - $100K
|
18.8K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
474K+ 293.46% |
$134M - $149M
|
635K
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-37.5K- 70.72% |
$10.6M - $11.8M
|
15.5K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.61K+ 13.6% |
$2.44M - $2.71M
|
71.9K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-8.52K- 19.98% |
$2.41M - $2.68M
|
34.1K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.38K- 2.71% |
$2.66M - $2.95M
|
336K
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
224+ 2.46% |
$63.5K - $70.4K
|
9.33K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-18.2K- 90.42% |
$5.17M - $5.73M
|
1.93K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.01K- 0.83% |
$287K - $319K
|
122K
$39.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.5K- 3.71% |
$425K - $472K
|
38.9K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.33% |
$850 - $943
|
903
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3.11K- 15.37% |
$880K - $976K
|
17.1K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-118- 0.41% |
$33.4K - $37.1K
|
28.9K
$9.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5- 0.17% |
$1.42K - $1.57K
|
2.91K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 1.61% |
$4.15M - $4.61M
|
924K
$302M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 1.56% |
$495K - $550K
|
114K
$37.3M
|