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 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-102- 1.21% |
$28.9K - $32.1K
|
8.36K
$2.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
57New |
$16.1K - $17.9K
|
57
$18.6K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-35- 4.67% |
$9.91K - $11K
|
714
$233K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.05K+ 18.56% |
$297K - $329K
|
6.69K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33+ 0.67% |
$9.35K - $10.4K
|
4.96K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-90- 0.93% |
$25.5K - $28.3K
|
9.56K
$3.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
546+ 1.72% |
$155K - $172K
|
32.3K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 1.84% |
$1.42K - $1.57K
|
267
$87.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.01K- 59.58% |
$854K - $947K
|
2.04K
$667K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-23- 0.77% |
$6.52K - $7.23K
|
2.95K
$964K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
86+ 14.98% |
$24.4K - $27K
|
660
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.07K- 7.3% |
$302K - $335K
|
13.5K
$4.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.26K
|
1.87K
$610K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-50- 3.12% |
$14.2K - $15.7K
|
1.56K
$508K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.97KNew |
$1.9M - $2.08M
|
6.97K
$2.27M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$27.2K - $29.9K
|
100
$32.6K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$6.81K - $7.47K
|
25
$8.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.4KNew |
$11M - $12.1M
|
40.4K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.46% |
$272 - $299
|
219
$71.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$681K - $747K
|
2.5K
$816K
|
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
795New |
$216K - $237K
|
795
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$610K - $669K
|
2.24K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19New |
$5.17K - $5.68K
|
19
$6.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-167- 0.51% |
$45.5K - $49.9K
|
32.3K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-314- 23.02% |
$85.5K - $93.8K
|
1.05K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-157- 23.33% |
$42.7K - $46.9K
|
516
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.27KNew |
$1.16M - $1.28M
|
4.27K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
144KNew |
$39.1M - $42.9M
|
144K
$46.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49- 1.97% |
$13.3K - $14.6K
|
2.44K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
865New |
$235K - $258K
|
865
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.59KNew |
$2.34M - $2.57M
|
8.59K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.13KNew |
$1.4M - $1.53M
|
5.13K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
201+ 13.28% |
$54.7K - $60K
|
1.72K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
22New |
$5.99K - $6.57K
|
22
$7.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 5.35% |
$13.6K - $14.9K
|
885
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
31.1KNew |
$8.48M - $9.3M
|
31.1K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.34K- 24.6% |
$909K - $997K
|
10.2K
$3.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
11.2K+ 1540.93% |
$3.05M - $3.35M
|
11.9K
$3.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-414- 20.79% |
$113K - $124K
|
1.58K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
320New |
$87.1K - $95.6K
|
320
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19M- 49.49% |
$595M - $653M
|
2.23M
$728M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-323- 0.35% |
$87.9K - $96.5K
|
92.2K
$30.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$4.36K - $4.78K
|
16
$5.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
135KNew |
$36.8M - $40.4M
|
135K
$44.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-168- 48.98% |
$45.7K - $50.2K
|
175
$57.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.2K+ 85.2% |
$871K - $956K
|
6.96K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.02KNew |
$277K - $304K
|
1.02K
$333K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$544 - $597
|
3.44K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
951New |
$259K - $284K
|
951
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
$8.17K - $8.96K
|
0
$0
|
|