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 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-7.13K- 75.01% |
$2.02M - $2.24M
|
2.38K
$822K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.02K+ 357.39% |
$288K - $319K
|
1.3K
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-142- 4.47% |
$40.2K - $44.6K
|
3.04K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.61KNew |
$456K - $506K
|
1.61K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 0.9% |
$4.82K - $5.34K
|
1.88K
$650K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
91.9KNew |
$26M - $28.9M
|
91.9K
$31.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-450- 18.37% |
$127K - $141K
|
2K
$691K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-59- 6.39% |
$16.7K - $18.5K
|
865
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.2KNew |
$340K - $377K
|
1.2K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 1.0% |
$2.55K - $2.83K
|
910
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
35+ 1.22% |
$9.91K - $11K
|
2.9K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 8.6% |
$4.53K - $5.03K
|
170
$58.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-900- 56.89% |
$255K - $283K
|
682
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 1.25% |
$7.08K - $7.86K
|
1.98K
$684K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.09K- 77.83% |
$876K - $972K
|
881
$305K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-192- 7.18% |
$54.4K - $60.4K
|
2.48K
$858K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-50- 6.48% |
$14.2K - $15.7K
|
722
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$657K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
649New |
$184K - $204K
|
649
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-857- 47.24% |
$243K - $269K
|
957
$331K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
836New |
$237K - $263K
|
836
$289K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
389+ 31.47% |
$110K - $122K
|
1.63K
$562K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250New |
$70.8K - $78.6K
|
250
$86.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.65K+ 4.9% |
$2.45M - $2.72M
|
185K
$64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.9K- 10.03% |
$11.9M - $13.2M
|
376K
$130M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.24% |
$283 - $314
|
416
$144K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
50+ 1.54% |
$14.2K - $15.7K
|
3.29K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
301+ 32.02% |
$85.3K - $94.6K
|
1.24K
$429K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.11KNew |
$315K - $350K
|
1.11K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $314
|
2.2K
$762K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40New |
$11.3K - $12.6K
|
40
$13.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-50- 0.71% |
$14.2K - $15.7K
|
6.98K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 0.42% |
$12.2K - $13.5K
|
10.2K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 3.4% |
$28.3K - $31.4K
|
2.84K
$982K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 3.71% |
$7.65K - $8.49K
|
701
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
650New |
$184K - $204K
|
650
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
138+ 10.78% |
$39.1K - $43.4K
|
1.42K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-81- 6.03% |
$22.9K - $25.5K
|
1.26K
$437K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 9.63% |
$881K - $978K
|
35.4K
$12.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
665New |
$188K - $209K
|
665
$230K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.9KNew |
$538K - $597K
|
1.9K
$657K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
56+ 1.88% |
$15.9K - $17.6K
|
3.03K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 0.46% |
$3.97K - $4.4K
|
3.05K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
57New |
$16.1K - $17.9K
|
57
$19.7K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-35- 4.67% |
$9.91K - $11K
|
714
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
546+ 1.72% |
$155K - $172K
|
32.3K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
86+ 14.98% |
$24.4K - $27K
|
660
$228K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.26K
|
1.87K
$646K
|