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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
29K+ 1500.52% |
$9.02M - $9.73M
|
30.9K
$9.49M
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-25- 0.08% |
$7.78K - $8.39K
|
29.5K
$9.04M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-110- 0.49% |
$34.2K - $36.9K
|
22.4K
$6.88M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 3.64% |
$622 - $671
|
53
$16.3K
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-288- 1.98% |
$89.6K - $96.7K
|
14.3K
$4.38M
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-102- 24.11% |
$31.7K - $34.2K
|
321
$98.6K
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
17.4KNew |
$5.43M - $5.86M
|
17.4K
$5.36M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455K+ 12.49% |
$141M - $153M
|
4.09M
$1.26B
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
18.2K+ 2269.15% |
$5.68M - $6.12M
|
19K
$5.85M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
38+ 1.9% |
$11.8K - $12.8K
|
2.04K
$625K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.56K+ 4.71% |
$1.11M - $1.19M
|
79.2K
$24.3M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.94K+ 3.34% |
$915K - $987K
|
91K
$27.9M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-14- 0.45% |
$4.36K - $4.7K
|
3.08K
$944K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
124+ 0.75% |
$38.6K - $41.6K
|
16.6K
$5.09M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
151K+ 108.95% |
$47.1M - $50.8M
|
290K
$89.2M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.35K- 2.24% |
$1.35M - $1.46M
|
190K
$58.2M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
227+ 14.01% |
$70.6K - $76.2K
|
1.85K
$567K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-81- 0.57% |
$25.2K - $27.2K
|
14.2K
$4.35M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1- 0.06% |
$311 - $336
|
1.55K
$476K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
67.9K+ 1083.97% |
$21.1M - $22.8M
|
74.1K
$22.8M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
929+ 1.6% |
$289K - $312K
|
58.9K
$18.1M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
279+ 0.42% |
$86.8K - $93.6K
|
66.3K
$20.3M
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.16K+ 82.19% |
$982K - $1.06M
|
7K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
41.7K+ 4.51% |
$13M - $14M
|
965K
$296M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 0.75% |
$561K - $605K
|
239K
$73.4M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275+ 5.63% |
$85.6K - $92.3K
|
5.16K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
291+ 40.08% |
$90.5K - $97.7K
|
1.02K
$312K
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
67+ 1.26% |
$20.8K - $22.5K
|
5.39K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.13K- 45.32% |
$353K - $381K
|
1.37K
$420K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.12K- 23.98% |
$348K - $375K
|
3.54K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.7K- 0.95% |
$8M - $8.63M
|
2.68M
$823M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.74KNew |
$1.47M - $1.59M
|
4.74K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.97K+ 2.67% |
$925K - $998K
|
114K
$35.1M
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
71+ 12.68% |
$22.1K - $23.8K
|
631
$194K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
239+ 6.63% |
$74.4K - $80.2K
|
3.85K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.3% |
$3.11K - $3.36K
|
3.3K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.96K+ 20.69% |
$1.54M - $1.66M
|
28.9K
$8.88M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.9K- 75.47% |
$4.02M - $4.34M
|
4.2K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
242K+ 175.84% |
$75.2M - $81.1M
|
379K
$116M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
25+ 7.14% |
$7.78K - $8.39K
|
375
$115K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.11K+ 7.22% |
$347K - $374K
|
16.5K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68K- 11.65% |
$21.2M - $22.8M
|
516K
$158M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.2K- 16.26% |
$3.16M - $3.41M
|
52.3K
$16.1M
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
512+ 16.0% |
$159K - $172K
|
3.71K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.34% |
$1.24K - $1.34K
|
1.17K
$358K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.3K+ 2.17% |
$3.2M - $3.45M
|
485K
$149M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.86K+ 454.11% |
$1.82M - $1.97M
|
7.15K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7K+ 350.0% |
$2.18M - $2.35M
|
9K
$2.76M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
126+ 0.81% |
$39.2K - $42.3K
|
15.6K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.67K- 0.86% |
$1.76M - $1.9M
|
653K
$200M
|