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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
797New |
$179K - $210K
|
797
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
57+ 0.78% |
$12.8K - $15K
|
7.37K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
36.7K+ 38.27% |
$8.26M - $9.65M
|
132K
$45.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$2.7K - $3.16K
|
5.18K
$1.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
65New |
$14.6K - $17.1K
|
65
$22.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
806New |
$181K - $212K
|
806
$279K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 1.13% |
$3.15K - $3.68K
|
1.22K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.22KNew |
$275K - $321K
|
1.22K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-412K- 34.25% |
$92.8M - $108M
|
791K
$273M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-679- 37.12% |
$153K - $179K
|
1.15K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.56% |
$225 - $263
|
178
$61.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$17.6K - $20.5K
|
78
$27K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.24% |
$19.4K - $22.6K
|
1.1K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-26- 1.54% |
$5.85K - $6.84K
|
1.66K
$574K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
784New |
$177K - $206K
|
784
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-65- 7.07% |
$14.6K - $17.1K
|
854
$295K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$225 - $263
|
140
$48.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-39- 1.22% |
$8.78K - $10.3K
|
3.17K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.73K- 2.7% |
$1.06M - $1.24M
|
170K
$58.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
810New |
$182K - $213K
|
810
$280K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-113- 42.01% |
$25.4K - $29.7K
|
156
$53.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
8.3KNew |
$1.87M - $2.18M
|
8.3K
$2.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
62New |
$14K - $16.3K
|
62
$21.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.81K+ 9.0% |
$857K - $1M
|
46.1K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.34KNew |
$526K - $615K
|
2.34K
$807K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 70.83% |
$11.5K - $13.4K
|
123
$42.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
788New |
$177K - $207K
|
788
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
56New |
$12.6K - $14.7K
|
56
$19.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95New |
$21.4K - $25K
|
95
$32.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
110+ 1.59% |
$24.8K - $28.9K
|
7.03K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-750- 87.62% |
$169K - $197K
|
106
$36.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
800New |
$180K - $211K
|
800
$277K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.26K- 7.19% |
$508K - $593K
|
29.1K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-100- 8.1% |
$22.5K - $26.3K
|
1.14K
$392K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
793New |
$179K - $209K
|
793
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
806New |
$181K - $212K
|
806
$279K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
822New |
$185K - $216K
|
822
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.9K- 8.34% |
$6.72M - $7.86M
|
328K
$113M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
814New |
$183K - $214K
|
814
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-174- 16.2% |
$39.2K - $45.8K
|
900
$311K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-41.5K- 97.74% |
$9.33M - $10.9M
|
959
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 51.17% |
$2.51M - $2.93M
|
32.9K
$11.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
777New |
$175K - $204K
|
777
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 2.75% |
$5.63K - $6.58K
|
885
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.74% |
$225 - $263
|
136
$47K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 3.44% |
$5.4K - $6.32K
|
674
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 5.4% |
$18.2K - $21.3K
|
1.42K
$490K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-479- 10.71% |
$108K - $126K
|
4K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
539+ 1.45% |
$121K - $142K
|
37.7K
$13M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$279K
|