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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.09K- 77.83% |
$876K - $972K
|
881
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-192- 7.18% |
$54.4K - $60.4K
|
2.48K
$810K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-9- 0.27% |
$2.55K - $2.83K
|
3.27K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-50- 6.48% |
$14.2K - $15.7K
|
722
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-132- 7.96% |
$37.4K - $41.5K
|
1.53K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$620K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-56- 0.95% |
$15.9K - $17.6K
|
5.86K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-102- 3.56% |
$28.9K - $32.1K
|
2.76K
$901K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
649New |
$184K - $204K
|
649
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-857- 47.24% |
$243K - $269K
|
957
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
836New |
$237K - $263K
|
836
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
389+ 31.47% |
$110K - $122K
|
1.63K
$530K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-671- 11.6% |
$190K - $211K
|
5.11K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250New |
$70.8K - $78.6K
|
250
$81.6K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
76New |
$21.5K - $23.9K
|
76
$24.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65K+ 4.9% |
$2.45M - $2.72M
|
185K
$60.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.9K- 10.03% |
$11.9M - $13.2M
|
376K
$123M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.24% |
$283 - $314
|
416
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-336- 16.14% |
$95.2K - $106K
|
1.75K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
50+ 1.54% |
$14.2K - $15.7K
|
3.29K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.67KNew |
$473K - $525K
|
1.67K
$545K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
879New |
$249K - $276K
|
879
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
301+ 32.02% |
$85.3K - $94.6K
|
1.24K
$405K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.36% |
$1.13K - $1.26K
|
1.1K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
11+ 0.15% |
$3.12K - $3.46K
|
7.4K
$2.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
130+ 3.45% |
$36.8K - $40.9K
|
3.9K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.11KNew |
$315K - $350K
|
1.11K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $314
|
2.2K
$719K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40New |
$11.3K - $12.6K
|
40
$13.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-119- 2.67% |
$33.7K - $37.4K
|
4.34K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-50- 0.71% |
$14.2K - $15.7K
|
6.98K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 0.42% |
$12.2K - $13.5K
|
10.2K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 3.4% |
$28.3K - $31.4K
|
2.84K
$927K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 3.71% |
$7.65K - $8.49K
|
701
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-880- 19.98% |
$249K - $277K
|
3.52K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
650New |
$184K - $204K
|
650
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
705New |
$200K - $222K
|
705
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
138+ 10.78% |
$39.1K - $43.4K
|
1.42K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-81- 6.03% |
$22.9K - $25.5K
|
1.26K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.52KNew |
$431K - $478K
|
1.52K
$496K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 9.63% |
$881K - $978K
|
35.4K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-5.7K- 50.0% |
$1.61M - $1.79M
|
5.7K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.78K- 37.55% |
$504K - $559K
|
2.96K
$965K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
665New |
$188K - $209K
|
665
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-210- 7.8% |
$59.5K - $66K
|
2.48K
$810K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$620K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
56+ 1.88% |
$15.9K - $17.6K
|
3.03K
$989K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 0.46% |
$3.97K - $4.4K
|
3.05K
$994K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
278New |
$78.8K - $87.4K
|
278
$90.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.8K- 94.84% |
$6.45M - $7.16M
|
1.24K
$404K
|