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 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71- 1.81% |
$21.5K - $24K
|
3.86K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-67- 3.0% |
$20.3K - $22.6K
|
2.17K
$749K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-276- 1.29% |
$83.4K - $93.2K
|
21.2K
$7.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-847- 6.02% |
$256K - $286K
|
13.2K
$4.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 4.99% |
$10.3K - $11.5K
|
647
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-98- 0.87% |
$29.6K - $33.1K
|
11.2K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-252- 0.03% |
$76.2K - $85.1K
|
738K
$255M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-396- 28.37% |
$120K - $134K
|
1K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2- 0.16% |
$605 - $675
|
1.26K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-226- 3.97% |
$68.3K - $76.3K
|
5.47K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-501- 4.16% |
$151K - $169K
|
11.5K
$3.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11+ 0.19% |
$3.33K - $3.71K
|
5.77K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-150- 2.74% |
$45.3K - $50.6K
|
5.32K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
30+ 1.18% |
$9.07K - $10.1K
|
2.57K
$888K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-48- 1.5% |
$14.5K - $16.2K
|
3.15K
$1.09M
|
|
|
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
|
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
|
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
|