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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-223- 0.66% |
$52.2K - $56.2K
|
33.4K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-644- 23.47% |
$151K - $162K
|
2.1K
$726K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-40- 21.62% |
$9.36K - $10.1K
|
145
$50.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-367- 0.07% |
$85.9K - $92.5K
|
539K
$186M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.91% |
$6.55K - $7.06K
|
3.09K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
875New |
$205K - $221K
|
875
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
699New |
$164K - $176K
|
699
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-213- 8.8% |
$49.9K - $53.7K
|
2.21K
$763K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43New |
$10.1K - $10.8K
|
43
$14.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
992New |
$232K - $250K
|
992
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$390K - $421K
|
1.67K
$577K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-283- 0.91% |
$66.2K - $71.4K
|
30.7K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$4.68K - $5.04K
|
4.01K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-126K- 10.32% |
$29.5M - $31.8M
|
1.09M
$378M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.66K+ 367.22% |
$1.09M - $1.18M
|
5.93K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-200- 7.32% |
$46.8K - $50.4K
|
2.53K
$875K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$18.5K - $19.9K
|
79
$27.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
161+ 16.95% |
$37.7K - $40.6K
|
1.11K
$384K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.22K- 10.35% |
$520K - $560K
|
19.2K
$6.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-40K- 95.04% |
$9.35M - $10.1M
|
2.09K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 2.1% |
$976K - $1.05M
|
194K
$67.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
855New |
$200K - $216K
|
855
$296K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-822- 21.82% |
$192K - $207K
|
2.95K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-18- 0.44% |
$4.21K - $4.54K
|
4.08K
$1.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-56- 81.16% |
$13.1K - $14.1K
|
13
$4.49K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$293K - $316K
|
1.25K
$433K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
23New |
$5.38K - $5.8K
|
23
$7.95K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.1K- 15.83% |
$6.11M - $6.59M
|
139K
$48M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$936 - $1.01K
|
1.13K
$389K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-2.55K- 52.38% |
$596K - $643K
|
2.32K
$801K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-85- 85.0% |
$19.9K - $21.4K
|
15
$5.18K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
604New |
$141K - $152K
|
604
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.29KNew |
$1M - $1.08M
|
4.29K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
415New |
$97.1K - $105K
|
415
$143K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 3.68% |
$9.13K - $9.83K
|
1.02K
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
149+ 4.61% |
$34.9K - $37.6K
|
3.38K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.05K+ 49.69% |
$245K - $264K
|
3.15K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 27.06% |
$5.38K - $5.8K
|
108
$37.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 1.39% |
$3.98K - $4.29K
|
1.24K
$428K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
145New |
$33.9K - $36.6K
|
145
$50.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.89% |
$7.02K - $7.57K
|
3.42K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-154- 73.33% |
$36K - $38.8K
|
56
$19.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.1K+ 2157.76% |
$11.5M - $12.4M
|
51.4K
$17.8M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-25- 2.5% |
$5.85K - $6.3K
|
975
$337K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
143New |
$33.5K - $36.1K
|
143
$49.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
484New |
$113K - $122K
|
484
$167K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
84+ 0.33% |
$19.7K - $21.2K
|
25.6K
$8.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-347- 23.9% |
$81.2K - $87.5K
|
1.11K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$211K - $227K
|
900
$311K
|