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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-884- 4.9% |
$267K - $298K
|
17.2K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.56KNew |
$1.08M - $1.2M
|
3.56K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 6.37% |
$14.8K - $16.5K
|
720
$245K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-39.2K- 84.81% |
$11.9M - $13.2M
|
7.03K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
533+ 3.05% |
$161K - $180K
|
18K
$6.12M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
41+ 2.45% |
$12.4K - $13.8K
|
1.71K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 1.92% |
$8.77M - $9.79M
|
1.54M
$524M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
149K+ 224.94% |
$45.1M - $50.3M
|
215K
$73.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-313- 0.43% |
$94.6K - $106K
|
72.3K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-78- 0.28% |
$23.6K - $26.3K
|
27.4K
$9.31M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6- 0.37% |
$1.81K - $2.03K
|
1.63K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.1K+ 2.02% |
$7.58M - $8.47M
|
1.27M
$432M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.09K+ 0.99% |
$632K - $705K
|
212K
$72.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 8.98% |
$316K - $353K
|
12.7K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.33K+ 5.3% |
$2.22M - $2.47M
|
146K
$49.6M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-61- 2.7% |
$18.4K - $20.6K
|
2.2K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 3.92% |
$5.14K - $5.74K
|
451
$154K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.92% |
$28.7K - $32.1K
|
10.2K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.74% |
$15.4K - $17.2K
|
6.98K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$605 - $675
|
5.39K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-168- 1.5% |
$50.8K - $56.7K
|
11K
$3.75M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
675+ 7.06% |
$204K - $228K
|
10.2K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-99- 0.14% |
$29.9K - $33.4K
|
69.3K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
509+ 0.96% |
$154K - $172K
|
53.8K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.75K- 27.95% |
$1.43M - $1.6M
|
12.2K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
997New |
$301K - $337K
|
997
$339K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9.92K- 1.63% |
$3M - $3.35M
|
599K
$204M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 18.61% |
$1.36M - $1.52M
|
28.7K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
210+ 4.79% |
$63.5K - $70.9K
|
4.6K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.22K- 7.35% |
$671K - $750K
|
28K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10K+ 1.04% |
$3.03M - $3.39M
|
975K
$332M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
639+ 5.59% |
$193K - $216K
|
12.1K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36K+ 1.34% |
$10.9M - $12.2M
|
2.72M
$925M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-79- 0.74% |
$23.9K - $26.7K
|
10.7K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.31K- 11.79% |
$395K - $441K
|
9.77K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109New |
$33K - $36.8K
|
109
$37.1K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
662New |
$200K - $223K
|
662
$225K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
60K+ 5873.78% |
$18.1M - $20.3M
|
61.1K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-301- 1.92% |
$91K - $102K
|
15.4K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-213- 0.73% |
$64.4K - $71.9K
|
28.9K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.09K+ 303.34% |
$934K - $1.04M
|
4.11K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28+ 3.93% |
$8.46K - $9.45K
|
741
$252K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61.7K- 24.97% |
$18.7M - $20.8M
|
186K
$63.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
111+ 209.43% |
$33.6K - $37.5K
|
164
$55.8K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.19KNew |
$1.57M - $1.75M
|
5.19K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
627+ 87.45% |
$190K - $212K
|
1.34K
$458K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 14.9% |
$797K - $889K
|
20.3K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
382+ 2.06% |
$115K - $129K
|
18.9K
$6.43M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
864New |
$261K - $292K
|
864
$294K
|