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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 0.25% |
$3.93K - $4.39K
|
5.14K
$1.75M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53New |
$16K - $17.9K
|
53
$18K
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
1.2K+ 60.57% |
$361K - $403K
|
3.17K
$1.08M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-361- 54.61% |
$109K - $122K
|
300
$102K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66- 8.47% |
$20K - $22.3K
|
713
$243K
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-95- 12.58% |
$28.7K - $32.1K
|
660
$225K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-14.5K- 2.13% |
$4.38M - $4.89M
|
666K
$227M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16+ 0.26% |
$4.84K - $5.4K
|
6.14K
$2.09M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 2.95% |
$2.42K - $2.7K
|
279
$95K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-722- 0.81% |
$218K - $244K
|
88.1K
$30M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2+ 0.3% |
$605 - $675
|
676
$230K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.23K- 25.48% |
$372K - $415K
|
3.6K
$1.22M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.74KNew |
$526K - $587K
|
1.74K
$592K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 5.28% |
$566K - $632K
|
37.4K
$12.7M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52New |
$15.7K - $17.6K
|
52
$17.7K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9.18K- 1.83% |
$2.77M - $3.1M
|
493K
$168M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-487- 20.33% |
$147K - $164K
|
1.91K
$650K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
140+ 24.05% |
$42.3K - $47.3K
|
722
$246K
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.77K- 10.08% |
$534K - $597K
|
15.8K
$5.37M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78K+ 81.35% |
$23.6M - $26.3M
|
174K
$59.2M
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.16K+ 135.51% |
$351K - $392K
|
2.02K
$686K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.5K+ 2.81% |
$15.6M - $17.4M
|
1.88M
$640M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2+ 0.24% |
$605 - $675
|
836
$285K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154+ 1.54% |
$46.6K - $52K
|
10.1K
$3.45M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.6K- 90.55% |
$484K - $540K
|
167
$56.9K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-148- 0.8% |
$44.7K - $50K
|
18.5K
$6.29M
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.34K- 83.46% |
$1.31M - $1.46M
|
860
$293K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-531- 8.64% |
$161K - $179K
|
5.62K
$1.91M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
280+ 2.19% |
$84.6K - $94.5K
|
13.1K
$4.45M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3KNew |
$906K - $1.01M
|
3K
$1.02M
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-65- 7.45% |
$19.7K - $21.9K
|
807
$275K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$512K - $571K
|
1.69K
$576K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
70+ 0.42% |
$21.2K - $23.6K
|
16.6K
$5.66M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-76- 3.44% |
$23K - $25.7K
|
2.13K
$726K
|
|
May 08, 2025
Q1 2025
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-173K- 32.25% |
$52.4M - $58.5M
|
364K
$124M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-7- 0.03% |
$2.12K - $2.36K
|
27.9K
$9.49M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
720+ 14.98% |
$218K - $243K
|
5.53K
$1.88M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
90.6KNew |
$27.4M - $30.6M
|
90.6K
$30.8M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.35K- 13.87% |
$711K - $794K
|
14.6K
$4.97M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
290+ 4.79% |
$87.7K - $97.9K
|
6.35K
$2.16M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-148- 0.31% |
$44.7K - $50K
|
46.9K
$16M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-471- 2.79% |
$142K - $159K
|
16.4K
$5.58M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-65- 8.92% |
$19.7K - $21.9K
|
664
$226K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 2.13% |
$479K - $534K
|
72.6K
$24.7M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 0.12% |
$6.35K - $7.09K
|
17.2K
$5.85M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95+ 0.23% |
$28.7K - $32.1K
|
42.3K
$14.4M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-449- 31.18% |
$136K - $152K
|
991
$337K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 3.06% |
$10.6K - $11.8K
|
1.11K
$377K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
227+ 18.52% |
$68.6K - $76.6K
|
1.45K
$495K
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.35KNew |
$711K - $794K
|
2.35K
$801K
|