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 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-493- 3.61% |
$134K - $167K
|
13.2K
$4.48M
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
643New |
$175K - $218K
|
643
$219K
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.4% |
$4.09K - $5.09K
|
1.06K
$361K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
228+ 2.24% |
$62.1K - $77.4K
|
10.4K
$3.55M
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-256- 4.34% |
$69.7K - $86.9K
|
5.65K
$1.92M
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-46- 0.09% |
$12.5K - $15.6K
|
52K
$17.7M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
673New |
$183K - $229K
|
673
$229K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$545 - $679
|
1.85K
$631K
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-50- 1.25% |
$13.6K - $17K
|
3.94K
$1.34M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-288- 1.68% |
$78.4K - $97.8K
|
16.9K
$5.75M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$817 - $1.02K
|
5.27K
$1.79M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
742New |
$202K - $252K
|
742
$253K
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.07K+ 6.31% |
$1.65M - $2.06M
|
102K
$34.8M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-20- 1.87% |
$5.45K - $6.79K
|
1.05K
$357K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 19.44% |
$1.91K - $2.38K
|
29
$9.87K
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
130KNew |
$35.3M - $44M
|
130K
$44.2M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-178- 0.89% |
$48.5K - $60.4K
|
19.9K
$6.78M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-384- 0.1% |
$105K - $130K
|
388K
$132M
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66+ 0.66% |
$18K - $22.4K
|
10.1K
$3.42M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5.29K- 4.27% |
$1.44M - $1.8M
|
118K
$40.3M
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.05K+ 0.88% |
$285K - $356K
|
120K
$40.8M
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-708- 12.98% |
$193K - $240K
|
4.75K
$1.62M
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-25- 0.55% |
$6.81K - $8.49K
|
4.54K
$1.54M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8.14K- 3.64% |
$2.22M - $2.76M
|
215K
$73.3M
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
814New |
$222K - $276K
|
814
$277K
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26+ 1.21% |
$7.08K - $8.83K
|
2.18K
$741K
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15New |
$4.09K - $5.09K
|
15
$5.11K
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$1.36K - $1.7K
|
4.79K
$1.63M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-6- 0.63% |
$1.63K - $2.04K
|
942
$321K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-635- 2.19% |
$173K - $216K
|
28.3K
$9.64M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.05% |
$2.72K - $3.4K
|
19.8K
$6.75M
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-96- 1.83% |
$26.1K - $32.6K
|
5.14K
$1.75M
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 28.57% |
$81.7K - $102K
|
750
$255K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-215- 1.04% |
$58.6K - $73K
|
20.4K
$6.94M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.28K
$775K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.2K- 3.26% |
$325K - $406K
|
35.5K
$12.1M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-861- 6.89% |
$235K - $292K
|
11.6K
$3.96M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 8.33% |
$1.26M - $1.57M
|
60.2K
$20.5M
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.27% |
$1.36K - $1.7K
|
1.85K
$629K
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
190+ 3.48% |
$51.7K - $64.5K
|
5.64K
$1.92M
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.22K+ 350.63% |
$2.51M - $3.13M
|
11.8K
$4.03M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
48.6K+ 264.05% |
$13.2M - $16.5M
|
67K
$22.8M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$272 - $340
|
820
$279K
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$425K - $529K
|
1.56K
$531K
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
SELL
|
- |
-25- 1.11% |
$6.81K - $8.49K
|
2.23K
$759K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-63- 3.32% |
$17.2K - $21.4K
|
1.84K
$625K
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5- 0.18% |
$1.36K - $1.7K
|
2.76K
$939K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 6.77% |
$83.6K - $104K
|
4.84K
$1.65M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 7.0% |
$63.2K - $78.8K
|
3.08K
$1.05M
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-177- 66.29% |
$48.2K - $60.1K
|
90
$30.6K
|