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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
332New |
$85.5K - $95.6K
|
332
$108K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
717New |
$185K - $207K
|
717
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
221+ 5.53% |
$56.9K - $63.7K
|
4.22K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
800New |
$206K - $230K
|
800
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
723New |
$186K - $208K
|
723
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
2New |
$515 - $576
|
2
$653
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-8.05K- 48.44% |
$2.07M - $2.32M
|
8.57K
$2.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 0.23% |
$25.7K - $28.8K
|
43.2K
$14.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 7.42% |
$16.5K - $18.4K
|
798
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 38.46% |
$2.57K - $2.88K
|
16
$5.22K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-69- 4.2% |
$17.8K - $19.9K
|
1.57K
$514K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$2.83K - $3.17K
|
11
$3.59K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 73.71% |
$603K - $674K
|
835
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-40- 4.49% |
$10.3K - $11.5K
|
850
$277K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
4.6KNew |
$1.18M - $1.32M
|
4.6K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.45KNew |
$373K - $418K
|
1.45K
$473K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139KNew |
$35.9M - $40.2M
|
139K
$45.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-175- 4.54% |
$45.1K - $50.4K
|
3.68K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-947- 55.03% |
$244K - $273K
|
774
$253K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.64K- 50.99% |
$423K - $473K
|
1.58K
$515K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
197+ 5.91% |
$50.7K - $56.8K
|
3.53K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 0.45% |
$515 - $576
|
443
$145K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 5.62% |
$15.4K - $17.3K
|
1.01K
$329K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
11+ 0.24% |
$2.83K - $3.17K
|
4.58K
$1.49M
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
113+ 3.17% |
$25.4K - $29.7K
|
3.68K
$1.2M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2.38KNew |
$536K - $626K
|
2.38K
$777K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-248- 28.54% |
$55.8K - $65.3K
|
621
$203K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 55.97% |
$16.9K - $19.7K
|
59
$19.3K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-42- 7.09% |
$9.46K - $11.1K
|
550
$180K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
72New |
$16.2K - $18.9K
|
72
$23.5K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
812New |
$183K - $214K
|
812
$265K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
479New |
$108K - $126K
|
479
$156K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$675 - $790
|
10.1K
$3.29M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
595New |
$134K - $157K
|
595
$194K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
48New |
$10.8K - $12.6K
|
48
$15.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-54- 2.39% |
$12.2K - $14.2K
|
2.2K
$719K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
208New |
$46.8K - $54.7K
|
208
$67.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
702New |
$158K - $185K
|
702
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.37KNew |
$308K - $361K
|
1.37K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
25.1KNew |
$5.64M - $6.6M
|
25.1K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.55MNew |
$348M - $407M
|
1.55M
$505M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-145- 1.66% |
$32.6K - $38.2K
|
8.59K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$13.7K - $16.1K
|
61
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21New |
$4.73K - $5.53K
|
21
$6.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 2.04% |
$22.5K - $26.3K
|
4.81K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
BUY
|
- |
64.6KNew |
$14.6M - $17M
|
64.6K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.3K+ 15.53% |
$743K - $868K
|
24.6K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
15.4KNew |
$3.48M - $4.06M
|
15.4K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.29KNew |
$515K - $602K
|
2.29K
$746K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
331+ 27.45% |
$74.5K - $87.1K
|
1.54K
$502K
|
|