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 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.26% |
$457K - $510K
|
68.4K
$23.3M
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25- 2.35% |
$7.56K - $8.44K
|
1.04K
$354K
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.14K+ 5.35% |
$344K - $384K
|
22.4K
$7.62M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
831+ 19.14% |
$251K - $280K
|
5.17K
$1.76M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
146+ 1.06% |
$44.1K - $49.3K
|
13.9K
$4.72M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-88- 2.48% |
$26.6K - $29.7K
|
3.45K
$1.18M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.21KNew |
$969K - $1.08M
|
3.21K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
764+ 1.27% |
$231K - $258K
|
60.7K
$20.7M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
634+ 9.47% |
$192K - $214K
|
7.33K
$2.49M
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$6.64M - $7.41M
|
22K
$7.48M
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-58- 7.35% |
$17.5K - $19.6K
|
731
$249K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 9.76% |
$15.7K - $17.6K
|
481
$164K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.23% |
$1.51K - $1.69K
|
2.14K
$729K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
653New |
$197K - $220K
|
653
$222K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-96- 2.04% |
$29K - $32.4K
|
4.61K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-929- 0.67% |
$281K - $314K
|
139K
$47.2M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
148New |
$44.7K - $50K
|
148
$50.4K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.1K+ 6.15% |
$10.6M - $11.8M
|
606K
$206M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-274- 1.93% |
$82.8K - $92.5K
|
13.9K
$4.73M
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1.72K- 3.73% |
$521K - $582K
|
44.5K
$15.2M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-462- 11.52% |
$140K - $156K
|
3.55K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-515- 0.25% |
$156K - $174K
|
203K
$69.2M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.79K+ 0.31% |
$541K - $605K
|
582K
$198M
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.25% |
$3.33K - $3.71K
|
4.33K
$1.47M
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.5KNew |
$453K - $506K
|
1.5K
$511K
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
2+ 18.18% |
$605 - $675
|
13
$4.43K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 0.75% |
$20.3K - $22.6K
|
8.9K
$3.03M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.17K+ 16.47% |
$353K - $394K
|
8.26K
$2.81M
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 3.6% |
$9.98K - $11.1K
|
883
$301K
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.18K+ 1.43% |
$355K - $397K
|
83.5K
$28.4M
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
732New |
$221K - $247K
|
732
$249K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
569+ 13.22% |
$172K - $192K
|
4.87K
$1.66M
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
710+ 8.55% |
$215K - $240K
|
9.01K
$3.07M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-252- 9.11% |
$76.2K - $85.1K
|
2.52K
$856K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 0.68% |
$5M - $5.59M
|
2.4M
$817M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-439- 14.28% |
$133K - $148K
|
2.64K
$897K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.17K+ 17.51% |
$655K - $731K
|
14.5K
$4.95M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-603- 10.72% |
$182K - $204K
|
5.02K
$1.71M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.23% |
$605 - $675
|
881
$300K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-33- 2.05% |
$9.98K - $11.1K
|
1.58K
$536K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
571New |
$173K - $193K
|
571
$194K
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-398- 5.89% |
$120K - $134K
|
6.36K
$2.17M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-96- 2.95% |
$29K - $32.4K
|
3.16K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.79K- 4.8% |
$2.35M - $2.63M
|
154K
$52.5M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-363- 13.5% |
$110K - $123K
|
2.33K
$792K
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$594K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
6+ 0.06% |
$1.81K - $2.03K
|
10.9K
$3.7M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
929+ 137.63% |
$281K - $314K
|
1.6K
$546K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-7.21K- 55.24% |
$2.18M - $2.43M
|
5.85K
$1.99M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.85K- 58.14% |
$560K - $626K
|
1.34K
$454K
|