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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-57- 3.59% |
$13.3K - $14.4K
|
1.53K
$529K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15New |
$3.51K - $3.78K
|
15
$5.18K
|
|
| Q2 2023 | |||||||
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
35.3KNew |
$7.83M - $8.6M
|
35.3K
$12.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12M- 95.72% |
$248M - $273M
|
50.1K
$17.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$5.1K - $5.61K
|
23
$7.95K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
283New |
$62.8K - $69K
|
283
$97.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
166KNew |
$36.7M - $40.4M
|
166K
$57.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-781- 25.78% |
$173K - $190K
|
2.25K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.54KNew |
$1.01M - $1.11M
|
4.54K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-120- 1.86% |
$26.6K - $29.2K
|
6.33K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.58KNew |
$794K - $872K
|
3.58K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.2KNew |
$1.6M - $1.75M
|
7.2K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
869New |
$193K - $212K
|
869
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28- 1.44% |
$6.21K - $6.82K
|
1.92K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
141+ 11.15% |
$31.3K - $34.4K
|
1.41K
$486K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 0.42% |
$1.33K - $1.46K
|
1.41K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-125- 3.21% |
$27.7K - $30.5K
|
3.77K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83New |
$18.4K - $20.2K
|
83
$28.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114New |
$25.3K - $27.8K
|
114
$39.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-13K- 1.1% |
$2.88M - $3.16M
|
1.16M
$402M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
568KNew |
$126M - $139M
|
568K
$196M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-800- 47.09% |
$177K - $195K
|
899
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
44New |
$9.76K - $10.7K
|
44
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
954New |
$212K - $233K
|
954
$330K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.8KNew |
$843K - $926K
|
3.8K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.6K- 2.46% |
$4.12M - $4.52M
|
735K
$254M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
122+ 9.06% |
$27.1K - $29.7K
|
1.47K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
868New |
$193K - $212K
|
868
$300K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$233K - $256K
|
1.05K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-73- 2.94% |
$16.2K - $17.8K
|
2.41K
$833K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-235- 0.54% |
$52.1K - $57.3K
|
43.4K
$15M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-39K- 70.7% |
$8.64M - $9.5M
|
16.1K
$5.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
5.91K+ 219.13% |
$1.31M - $1.44M
|
8.61K
$2.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-906- 51.48% |
$201K - $221K
|
854
$295K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.23KNew |
$273K - $300K
|
1.23K
$426K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
231New |
$51.2K - $56.3K
|
231
$79.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.06% |
$222 - $244
|
1.61K
$555K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2+ 0.18% |
$444 - $487
|
1.11K
$384K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.01KNew |
$445K - $489K
|
2.01K
$694K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 13.22% |
$17.7K - $19.5K
|
525
$181K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 7.69% |
$22.2K - $24.4K
|
1.4K
$484K
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.38% |
$6.26K - $6.92K
|
7.97K
$2.75M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-23.3K- 25.16% |
$4.87M - $5.37M
|
69.3K
$24M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 99.56% |
$7.58M - $8.37M
|
162
$56K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.7K- 96.49% |
$2.02M - $2.24M
|
353
$122K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.2KNew |
$251K - $277K
|
1.2K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.13KNew |
$235K - $259K
|
1.13K
$389K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500+ 111.11% |
$104K - $115K
|
950
$328K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-30- 0.35% |
$6.26K - $6.92K
|
8.49K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.27% |
$8.35K - $9.22K
|
14.6K
$5.06M
|
|