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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.06% |
$567 - $629
|
3.26K
$1.08M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-449- 3.16% |
$127K - $141K
|
13.8K
$4.58M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-51- 1.81% |
$14.4K - $16K
|
2.76K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-12- 0.19% |
$3.4K - $3.77K
|
6.42K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.06K+ 575.23% |
$1.43M - $1.59M
|
5.94K
$1.98M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
855New |
$242K - $269K
|
855
$285K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.18% |
$2.83K - $3.14K
|
5.69K
$1.89M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
5.59K+ 85.26% |
$1.58M - $1.76M
|
12.2K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
366+ 2.09% |
$104K - $115K
|
17.9K
$5.96M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-375- 27.25% |
$106K - $118K
|
1K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-309- 0.38% |
$87.5K - $97.1K
|
81.8K
$27.2M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
806New |
$228K - $253K
|
806
$268K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.34% |
$2.55K - $2.83K
|
2.66K
$886K
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.21% |
$567 - $629
|
977
$325K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-947- 5.14% |
$268K - $298K
|
17.5K
$5.82M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
41+ 0.35% |
$11.6K - $12.9K
|
11.8K
$3.94M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-172- 11.95% |
$48.7K - $54.1K
|
1.27K
$422K
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
897+ 16.49% |
$254K - $282K
|
6.34K
$2.11M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
182+ 11.99% |
$51.6K - $57.2K
|
1.7K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-161KClosed |
$45.7M - $50.7M
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-251- 1.56% |
$71.1K - $78.9K
|
15.8K
$5.26M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-45- 0.05% |
$12.7K - $14.1K
|
90.9K
$30.3M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$567 - $629
|
695
$231K
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-80- 3.27% |
$22.7K - $25.2K
|
2.37K
$789K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.74K- 26.54% |
$493K - $547K
|
4.82K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 0.24% |
$840K - $932K
|
1.22M
$406M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.91K+ 41.78% |
$1.11M - $1.23M
|
13.3K
$4.41M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
166+ 3.66% |
$47K - $52.2K
|
4.71K
$1.57M
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.08% |
$850 - $943
|
3.75K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 7.2% |
$14.2K - $15.7K
|
644
$214K
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-54- 0.45% |
$15.3K - $17K
|
12.1K
$4.02M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.05K- 42.22% |
$2.28M - $2.53M
|
11K
$3.67M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 26.17% |
$1.13M - $1.25M
|
11.3K
$3.75M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
330+ 7.69% |
$93.5K - $104K
|
4.62K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1- 0.11% |
$283 - $314
|
918
$306K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
70+ 0.71% |
$19.8K - $22K
|
9.97K
$3.32M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
806New |
$228K - $253K
|
806
$268K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-117- 0.25% |
$33.1K - $36.8K
|
46.6K
$15.5M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.19M - $1.32M
|
4.21K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$283 - $314
|
1.78K
$592K
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-557- 15.49% |
$158K - $175K
|
3.04K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-522- 1.23% |
$148K - $164K
|
41.8K
$13.9M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 2.6% |
$41.1K - $45.6K
|
5.73K
$1.91M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
161+ 1.51% |
$45.6K - $50.6K
|
10.8K
$3.6M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
655New |
$186K - $206K
|
655
$218K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.14% |
$11.9K - $13.2K
|
30.2K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 21.78% |
$1.5M - $1.67M
|
29.7K
$9.88M
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.81K+ 1.79% |
$512K - $568K
|
103K
$34.2M
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-162- 2.35% |
$45.9K - $50.9K
|
6.73K
$2.24M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.54% |
$42.5K - $47.2K
|
27.5K
$9.16M
|