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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.9KClosed |
$5.6M - $7.06M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-869Closed |
$175K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$344K - $434K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
12.7KNew |
$2.55M - $3.21M
|
12.7K
$4.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
22.6KNew |
$4.55M - $5.73M
|
22.6K
$7.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.83K+ 4.96% |
$1.77M - $2.23M
|
187K
$61.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-50- 3.34% |
$10.1K - $12.7K
|
1.45K
$477K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-809Closed |
$163K - $205K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-29.6K- 16.48% |
$5.95M - $7.49M
|
150K
$49.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-905Closed |
$182K - $229K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-954Closed |
$192K - $242K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
48+ 0.29% |
$9.65K - $12.2K
|
16.3K
$5.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-3.1K- 0.76% |
$624K - $786K
|
406K
$134M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.36KNew |
$273K - $344K
|
1.36K
$447K
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
SELL
|
- |
-858Closed |
$172K - $217K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.7KNew |
$2.35M - $2.96M
|
11.7K
$3.85M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
494New |
$99.3K - $125K
|
494
$163K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 122.22% |
$8.85K - $11.1K
|
80
$26.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.12KNew |
$627K - $790K
|
3.12K
$1.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-15K- 78.8% |
$3.01M - $3.79M
|
4.03K
$1.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-36.9KClosed |
$7.42M - $9.34M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-81Closed |
$16.3K - $20.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-5.41K- 1.47% |
$1.09M - $1.37M
|
362K
$119M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
124+ 7.53% |
$24.9K - $31.4K
|
1.77K
$583K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
845+ 17.66% |
$170K - $214K
|
5.63K
$1.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-697Closed |
$140K - $176K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-26- 9.06% |
$5.23K - $6.58K
|
261
$86K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
642+ 23.51% |
$129K - $163K
|
3.37K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-108- 1.65% |
$21.7K - $27.3K
|
6.44K
$2.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
1.86KNew |
$373K - $470K
|
1.86K
$611K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.65K- 0.79% |
$332K - $418K
|
206K
$68M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$353K - $444K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$1.01K - $1.27K
|
3.38K
$1.11M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
148New |
$29.8K - $37.5K
|
148
$48.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-385Closed |
$77.4K - $97.5K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.32KClosed |
$466K - $587K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-647Closed |
$130K - $164K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1- 0.1% |
$201 - $253
|
1.05K
$346K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.39KClosed |
$279K - $351K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
668+ 9.85% |
$134K - $169K
|
7.45K
$2.45M
|
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-810Closed |
$163K - $205K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-137- 30.79% |
$27.5K - $34.7K
|
308
$101K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-400Closed |
$80.4K - $101K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 67.24% |
$8.99K - $10.4K
|
19
$6.26K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.2KClosed |
$507K - $585K
|
0
$0
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-237KClosed |
$54.7M - $63.1M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34KClosed |
$308K - $356K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10Closed |
$2.3K - $2.66K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.34KClosed |
$308K - $356K
|
0
$0
|
|