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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.4% |
$545 - $679
|
507
$173K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.12K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
83+ 4.84% |
$22.6K - $28.2K
|
1.8K
$612K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
992New |
$270K - $337K
|
992
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-223- 36.08% |
$60.7K - $75.7K
|
395
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-470- 16.87% |
$128K - $160K
|
2.32K
$788K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49+ 7.41% |
$13.3K - $16.6K
|
710
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 57.4% |
$2.37M - $2.95M
|
23.8K
$8.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
248+ 2.23% |
$67.5K - $84.2K
|
11.4K
$3.87M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.62K+ 55.71% |
$715K - $891K
|
7.33K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.31K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1- 0.03% |
$272 - $340
|
3.98K
$1.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.16K+ 0.78% |
$1.68M - $2.09M
|
799K
$272M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.83K- 16.37% |
$499K - $622K
|
9.36K
$3.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-50- 0.86% |
$13.6K - $17K
|
5.76K
$1.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$132K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.19% |
$1.09K - $1.36K
|
2.15K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 13.86% |
$16.3K - $20.4K
|
373
$127K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
17.2K+ 52.81% |
$4.67M - $5.82M
|
49.6K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-2.38K- 1.36% |
$648K - $809K
|
172K
$58.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
904New |
$246K - $307K
|
904
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
952+ 7.99% |
$259K - $323K
|
12.9K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.82K+ 5.74% |
$495K - $617K
|
33.5K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-705- 2.07% |
$192K - $239K
|
33.3K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
177+ 19.05% |
$48.2K - $60.1K
|
1.11K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.17K+ 9.88% |
$320K - $399K
|
13.1K
$4.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-547- 1.47% |
$149K - $186K
|
36.7K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.63% |
$407K - $508K
|
39.7K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-481- 1.33% |
$131K - $163K
|
35.7K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48KNew |
$676K - $843K
|
2.48K
$845K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-676- 0.79% |
$184K - $230K
|
85.2K
$29M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-42K- 8.26% |
$11.4M - $14.3M
|
466K
$159M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 1.02% |
$8.17K - $10.2K
|
2.97K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $340
|
828
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-29.5K- 3.89% |
$8.03M - $10M
|
729K
$248M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
336+ 5.2% |
$91.5K - $114K
|
6.8K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14- 0.8% |
$3.81K - $4.75K
|
1.75K
$595K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
601New |
$164K - $204K
|
601
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
92+ 1.49% |
$25.1K - $31.2K
|
6.27K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
847+ 7.89% |
$231K - $288K
|
11.6K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2.67K- 9.02% |
$728K - $907K
|
27K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.26K
$770K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.07% |
$272 - $340
|
1.37K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
622New |
$169K - $211K
|
622
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
309+ 18.0% |
$84.2K - $105K
|
2.03K
$690K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-34- 1.38% |
$9.26K - $11.5K
|
2.43K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-15- 0.23% |
$4.09K - $5.09K
|
6.39K
$2.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-132- 2.37% |
$36K - $44.8K
|
5.43K
$1.85M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
687New |
$187K - $233K
|
687
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4+ 0.11% |
$1.09K - $1.36K
|
3.49K
$1.19M
|