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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 1.3% |
$10M - $10.8M
|
2.44M
$808M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 10.51% |
$47K - $50.7K
|
1.59K
$526K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$658K - $710K
|
2.12K
$701K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
627New |
$195K - $210K
|
627
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 2.53% |
$51.6K - $55.7K
|
6.74K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
713+ 488.36% |
$222K - $239K
|
859
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
754New |
$235K - $253K
|
754
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.86% |
$1.87K - $2.01K
|
701
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.56K+ 226.15% |
$796K - $859K
|
3.69K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.39K- 2.96% |
$1.05M - $1.14M
|
111K
$36.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.66K- 1.6% |
$1.14M - $1.23M
|
224K
$74.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.21% |
$622 - $671
|
935
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
465+ 3.51% |
$145K - $156K
|
13.7K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.3% |
$13.7K - $14.8K
|
14.9K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 2.95% |
$1.81M - $1.95M
|
203K
$67.3M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.22K- 18.3% |
$692K - $746K
|
9.93K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-124- 4.9% |
$38.6K - $41.6K
|
2.41K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.18K+ 3.76% |
$677K - $730K
|
59.9K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39.2K+ 3.04% |
$12.2M - $13.2M
|
1.33M
$441M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-125- 1.95% |
$38.9K - $42K
|
6.29K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-730- 1.45% |
$227K - $245K
|
49.6K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.9KNew |
$8.69M - $9.38M
|
27.9K
$9.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.44K+ 22.64% |
$1.07M - $1.15M
|
18.6K
$6.17M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.09K- 16.47% |
$1.58M - $1.71M
|
25.8K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-51- 2.46% |
$15.9K - $17.1K
|
2.03K
$672K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.89K- 2.35% |
$588K - $634K
|
78.7K
$26.1M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.37K- 0.98% |
$425K - $458K
|
138K
$45.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 0.54% |
$812K - $876K
|
486K
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
122+ 0.29% |
$38K - $40.9K
|
42.2K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.8K- 0.8% |
$7.72M - $8.33M
|
3.08M
$1.02B
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$311 - $336
|
1.05K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-444- 0.81% |
$138K - $149K
|
54.1K
$17.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.76K+ 3.06% |
$546K - $589K
|
59.2K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
1.06KNew |
$330K - $356K
|
1.06K
$351K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-50- 5.61% |
$15.6K - $16.8K
|
841
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
50.6K+ 329.51% |
$15.7M - $17M
|
66K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.77K+ 816.02% |
$2.11M - $2.27M
|
7.6K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-11- 0.26% |
$3.42K - $3.69K
|
4.2K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-9- 0.98% |
$2.8K - $3.02K
|
909
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-302- 24.77% |
$94K - $101K
|
917
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 2.85% |
$59.7K - $64.4K
|
6.93K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.28K- 5.16% |
$708K - $764K
|
41.8K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
17+ 0.35% |
$5.29K - $5.71K
|
4.9K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
32+ 0.9% |
$9.96K - $10.7K
|
3.59K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.23KNew |
$693K - $747K
|
2.23K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.36% |
$933 - $1.01K
|
834
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-75- 1.53% |
$23.3K - $25.2K
|
4.84K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
18+ 0.32% |
$5.6K - $6.04K
|
5.63K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-556- 3.18% |
$173K - $187K
|
16.9K
$5.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
60+ 8.88% |
$18.7K - $20.1K
|
736
$244K
|