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 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
222+ 462.5% |
$60.4K - $66.3K
|
270
$88.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 51.4% |
$436K - $478K
|
1.51K
$494K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
17.1KNew |
$4.67M - $5.12M
|
17.1K
$5.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 12.09% |
$38.7K - $42.4K
|
1.03K
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
680New |
$185K - $203K
|
680
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
27+ 10.71% |
$7.35K - $8.07K
|
279
$91.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56New |
$15.2K - $16.7K
|
56
$18.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-50- 2.97% |
$13.6K - $14.9K
|
1.64K
$534K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15.7KNew |
$4.28M - $4.69M
|
15.7K
$5.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-77- 36.67% |
$21K - $23K
|
133
$43.4K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
BUY
|
- |
691New |
$188K - $206K
|
691
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
290+ 4.53% |
$78.9K - $86.6K
|
6.7K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.9K- 77.89% |
$3.24M - $3.56M
|
3.38K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-857- 88.72% |
$233K - $256K
|
109
$35.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.45KNew |
$395K - $433K
|
1.45K
$473K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.13% |
$6.81K - $7.47K
|
2.24K
$731K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-103- 21.68% |
$28K - $30.8K
|
372
$121K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
675New |
$184K - $202K
|
675
$220K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-35- 5.36% |
$9.53K - $10.5K
|
618
$202K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-3- 0.57% |
$817 - $896
|
526
$172K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$190K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-170- 27.33% |
$46.3K - $50.8K
|
452
$148K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 2.97% |
$4.63K - $5.08K
|
590
$193K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$260K - $290K
|
0
$0
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-190- 4.52% |
$48.9K - $54.7K
|
4.01K
$1.31M
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.39KClosed |
$358K - $401K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-75- 13.3% |
$19.3K - $21.6K
|
489
$160K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.08KClosed |
$277K - $310K
|
0
$0
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-168- 6.54% |
$43.3K - $48.4K
|
2.4K
$784K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
363New |
$93.5K - $105K
|
363
$118K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
403+ 29.7% |
$104K - $116K
|
1.76K
$574K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
89+ 2.52% |
$22.9K - $25.6K
|
3.63K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
700New |
$180K - $202K
|
700
$228K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
241New |
$62K - $69.4K
|
241
$78.7K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27New |
$6.95K - $7.78K
|
27
$8.81K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
143New |
$36.8K - $41.2K
|
143
$46.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.64KNew |
$681K - $762K
|
2.64K
$863K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.05KNew |
$270K - $302K
|
1.05K
$342K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
708New |
$182K - $204K
|
708
$231K
|
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
455K+ 292.55% |
$117M - $131M
|
610K
$199M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
425+ 2.02% |
$109K - $122K
|
21.5K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
806New |
$208K - $232K
|
806
$263K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
779New |
$201K - $224K
|
779
$254K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-206K- 56.17% |
$53M - $59.3M
|
161K
$52.4M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 20.46% |
$103K - $115K
|
1.56K
$508K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
79+ 0.29% |
$20.3K - $22.8K
|
27.4K
$8.95M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
125+ 100.0% |
$32.2K - $36K
|
250
$81.6K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-533- 23.18% |
$137K - $154K
|
1.77K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-256- 0.55% |
$65.9K - $73.8K
|
45.9K
$15M
|
|