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 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-933- 4.92% |
$282K - $315K
|
18K
$6.23M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 3.97% |
$19K - $21.3K
|
1.65K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 15.2% |
$19.3K - $21.6K
|
485
$168K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-449- 19.74% |
$136K - $152K
|
1.83K
$631K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.01KNew |
$304K - $339K
|
1.01K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
324+ 35.64% |
$97.9K - $109K
|
1.23K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
663New |
$200K - $224K
|
663
$229K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-190- 2.27% |
$57.4K - $64.1K
|
8.16K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
800+ 21.49% |
$242K - $270K
|
4.52K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-300- 3.78% |
$90.7K - $101K
|
7.64K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-153- 1.85% |
$46.3K - $51.6K
|
8.13K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 3.72% |
$7.86K - $8.78K
|
673
$233K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 26.21% |
$433K - $483K
|
6.89K
$2.38M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-121- 6.11% |
$36.6K - $40.8K
|
1.86K
$642K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-58- 4.18% |
$17.5K - $19.6K
|
1.33K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-405- 12.68% |
$122K - $137K
|
2.79K
$964K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 1.74% |
$35.4K - $39.5K
|
6.84K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
883+ 18.54% |
$267K - $298K
|
5.65K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-53- 17.67% |
$16K - $17.9K
|
247
$85.4K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-14- 1.34% |
$4.23K - $4.73K
|
1.03K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-334- 1.26% |
$101K - $113K
|
26.3K
$9.08M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59K+ 36.38% |
$783K - $874K
|
9.71K
$3.35M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.06% |
$2.12K - $2.36K
|
10.9K
$3.76M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
34+ 0.62% |
$10.3K - $11.5K
|
5.49K
$1.9M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2+ 0.17% |
$605 - $675
|
1.15K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.04% |
$907 - $1.01K
|
6.92K
$2.39M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
2+ 0.36% |
$605 - $675
|
550
$190K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-587- 26.48% |
$177K - $198K
|
1.63K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.48K+ 1.84% |
$447K - $499K
|
81.6K
$28.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
77.5K+ 179.05% |
$23.4M - $26.2M
|
121K
$41.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
383New |
$116K - $129K
|
383
$132K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
99New |
$29.9K - $33.4K
|
99
$34.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.07% |
$1.21K - $1.35K
|
5.66K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-781- 3.48% |
$236K - $264K
|
21.7K
$7.49M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-35.6K- 59.79% |
$10.8M - $12M
|
24K
$8.28M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.28% |
$605 - $675
|
726
$251K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 3.86% |
$8.16K - $9.11K
|
727
$251K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.55% |
$4.23K - $4.73K
|
2.57K
$888K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
418+ 28.51% |
$126K - $141K
|
1.88K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-503- 39.83% |
$152K - $170K
|
760
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-272K- 8.82% |
$82.2M - $91.8M
|
2.81M
$972M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 19.05% |
$452K - $505K
|
6.36K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.92K- 8.51% |
$883K - $986K
|
31.4K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
29+ 0.03% |
$8.77K - $9.79K
|
86K
$29.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.2K- 1.46% |
$362K - $404K
|
80.6K
$27.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
775New |
$234K - $262K
|
775
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 55.56% |
$7.56K - $8.44K
|
70
$24.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.08% |
$41.1K - $45.9K
|
166K
$57.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 145.17% |
$418K - $466K
|
2.33K
$807K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 1.81% |
$21.5K - $24K
|
3.86K
$1.33M
|