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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-88- 1.11% |
$26.6K - $29.7K
|
7.85K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5K+ 54.04% |
$5.28M - $5.9M
|
49.8K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 0.41% |
$343K - $383K
|
278K
$96.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.24K+ 5.73% |
$678K - $757K
|
41.4K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-30- 1.81% |
$9.07K - $10.1K
|
1.63K
$562K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.03K- 42.88% |
$916K - $1.02M
|
4.04K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
327+ 15.52% |
$98.9K - $110K
|
2.43K
$841K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.6K+ 51.64% |
$786K - $877K
|
7.63K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.25% |
$2.42K - $2.7K
|
3.21K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
74+ 8.01% |
$22.4K - $25K
|
998
$345K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-114- 97.44% |
$34.5K - $38.5K
|
3
$1.04K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-304- 0.73% |
$91.9K - $103K
|
41.1K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
816New |
$247K - $275K
|
816
$282K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-105- 7.66% |
$31.7K - $35.4K
|
1.27K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 4.06% |
$424K - $474K
|
36K
$12.4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
226+ 1.24% |
$68.3K - $76.3K
|
18.4K
$6.37M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$276K - $309K
|
914
$316K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-31.5K- 22.9% |
$9.53M - $10.6M
|
106K
$36.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.34K- 0.54% |
$405K - $453K
|
249K
$85.9M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-100- 0.18% |
$30.2K - $33.8K
|
54K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.19K- 2.27% |
$1.27M - $1.41M
|
180K
$62.3M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.14% |
$605 - $675
|
1.42K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-189- 0.13% |
$57.1K - $63.8K
|
142K
$48.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.22K- 38.1% |
$670K - $748K
|
3.6K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-56- 1.23% |
$16.9K - $18.9K
|
4.48K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.82K- 5.96% |
$1.15M - $1.29M
|
60.2K
$20.8M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-170- 14.78% |
$51.4K - $57.4K
|
980
$339K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
265+ 18.66% |
$80.1K - $89.4K
|
1.69K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
897+ 12.17% |
$271K - $303K
|
8.27K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
5+ 0.02% |
$1.51K - $1.69K
|
26.5K
$9.16M
|
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
1.19K+ 3.81% |
$360K - $402K
|
32.4K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 46.68% |
$679K - $758K
|
7.06K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.04K- 8.85% |
$316K - $352K
|
10.7K
$3.71M
|
|
|
May 05, 2025
Q1 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-425- 5.9% |
$128K - $143K
|
6.77K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 1.48% |
$8.16K - $9.11K
|
1.79K
$619K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.76K- 2.52% |
$835K - $932K
|
107K
$37M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
15.5KNew |
$4.69M - $5.24M
|
15.5K
$5.37M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.27% |
$605 - $675
|
741
$256K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
387+ 425.27% |
$117K - $131K
|
478
$165K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.65K+ 278.08% |
$1.1M - $1.23M
|
4.97K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.28% |
$7.56K - $8.44K
|
8.98K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
235+ 10.05% |
$71K - $79.3K
|
2.57K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 100.0% |
$1.81K - $2.03K
|
12
$4.15K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81KNew |
$547K - $611K
|
1.81K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
100+ 0.12% |
$30.2K - $33.8K
|
86.5K
$29.9M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.92% |
$4.53K - $5.06K
|
1.65K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-206- 0.69% |
$62.3K - $69.5K
|
29.6K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
870New |
$263K - $294K
|
870
$301K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
49New |
$14.8K - $16.5K
|
49
$16.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.64K+ 7.32% |
$2.61M - $2.91M
|
127K
$43.8M
|