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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
88.4K+ 5.51% |
$26.7M - $29.9M
|
1.69M
$585M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 5.41% |
$39.3K - $43.9K
|
2.27K
$785K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 11.67% |
$9.07K - $10.1K
|
227
$78.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-100- 5.34% |
$30.2K - $33.8K
|
1.77K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
111+ 40.07% |
$33.6K - $37.5K
|
388
$134K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
46New |
$13.9K - $15.5K
|
46
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
732+ 6.18% |
$221K - $247K
|
12.6K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 1.49% |
$6.35K - $7.09K
|
1.43K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.79% |
$15.1K - $16.9K
|
6.3K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
76New |
$23K - $25.7K
|
76
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
912+ 1.97% |
$276K - $308K
|
47.3K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-216K- 4.61% |
$65.2M - $72.8M
|
4.47M
$1.54B
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.25K- 7.78% |
$984K - $1.1M
|
38.6K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 12.45% |
$7.09M - $7.91M
|
212K
$73.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.57K+ 81.94% |
$1.08M - $1.21M
|
7.93K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.61% |
$3.02K - $3.38K
|
1.66K
$574K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.22K- 4.68% |
$1.58M - $1.76M
|
106K
$36.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.48K- 7.74% |
$748K - $835K
|
29.5K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-432- 5.91% |
$131K - $146K
|
6.88K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
300+ 9.03% |
$90.7K - $101K
|
3.62K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-137K- 47.24% |
$41.5M - $46.3M
|
153K
$53M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
343+ 45.61% |
$104K - $116K
|
1.1K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.4KNew |
$424K - $474K
|
1.4K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
716New |
$216K - $242K
|
716
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
70+ 6.34% |
$21.2K - $23.6K
|
1.17K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
628+ 84.07% |
$190K - $212K
|
1.38K
$475K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 1.44% |
$9.67K - $10.8K
|
2.19K
$758K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
14+ 1.65% |
$4.23K - $4.73K
|
863
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-199- 1.17% |
$60.2K - $67.2K
|
16.7K
$5.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$24.8K - $27.7K
|
82
$28.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942New |
$285K - $318K
|
942
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.72K - $3.04K
|
3.56K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
486+ 39.23% |
$147K - $164K
|
1.73K
$596K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.69% |
$7.86K - $8.78K
|
3.81K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-76- 4.83% |
$23K - $25.7K
|
1.5K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-328- 1.93% |
$99.2K - $111K
|
16.6K
$5.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$3.63K - $4.05K
|
1.45K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
553+ 76.38% |
$167K - $187K
|
1.28K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 48.57% |
$15.4K - $17.2K
|
54
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
51+ 0.46% |
$15.4K - $17.2K
|
11.2K
$3.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
676+ 10.54% |
$204K - $228K
|
7.09K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
81+ 12.96% |
$24.5K - $27.3K
|
706
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
944+ 13.91% |
$285K - $319K
|
7.73K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20KNew |
$6.03M - $6.74M
|
20K
$6.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77KNew |
$534K - $596K
|
1.77K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.9K- 4.32% |
$875K - $978K
|
64.2K
$22.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-67.7K- 12.99% |
$20.5M - $22.9M
|
454K
$157M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.39KNew |
$2.23M - $2.49M
|
7.39K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
210+ 0.81% |
$63.5K - $70.9K
|
26.2K
$9.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
20.1KNew |
$6.09M - $6.8M
|
20.1K
$6.96M
|