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, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
115+ 7.16% |
$22.7K - $27.3K
|
1.72K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.57KNew |
$1.3M - $1.56M
|
6.57K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-352- 6.42% |
$69.5K - $83.6K
|
5.13K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
95.3K+ 49.67% |
$18.8M - $22.6M
|
287K
$88.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$7.89K - $9.51K
|
20
$6.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
75+ 6.45% |
$14.8K - $17.8K
|
1.24K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-64.3K- 55.37% |
$12.7M - $15.3M
|
51.8K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 1.41% |
$15.8K - $19K
|
5.58K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.07KNew |
$999K - $1.2M
|
5.07K
$1.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$2.76K - $3.33K
|
14
$4.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.35KNew |
$464K - $558K
|
2.35K
$726K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5KNew |
$295K - $355K
|
1.5K
$462K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-878- 2.08% |
$173K - $209K
|
41.4K
$12.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5.26K+ 0.81% |
$1.04M - $1.25M
|
658K
$203M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
20.3KNew |
$4.01M - $4.83M
|
20.3K
$6.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-438- 42.9% |
$86.4K - $104K
|
583
$180K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-37- 1.11% |
$7.3K - $8.79K
|
3.31K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 12.07% |
$2.76K - $3.33K
|
130
$40.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-90- 1.5% |
$17.8K - $21.4K
|
5.92K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.36K+ 99.48% |
$1.06M - $1.27M
|
10.8K
$3.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.34K- 3.39% |
$264K - $317K
|
38.1K
$11.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-101- 2.4% |
$19.9K - $24K
|
4.1K
$1.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
56New |
$11.1K - $13.3K
|
56
$17.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400+ 66.67% |
$78.9K - $95.1K
|
1K
$309K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.77KNew |
$1.53M - $1.85M
|
7.77K
$2.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.52K+ 12.76% |
$1.09M - $1.31M
|
48.8K
$15.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$8.68K - $10.5K
|
44
$13.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
38New |
$7.5K - $9.03K
|
38
$11.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-603- 32.04% |
$119K - $143K
|
1.28K
$395K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-151- 42.9% |
$30.4K - $38.2K
|
201
$62.1K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.24K- 75.47% |
$852K - $1.07M
|
1.38K
$425K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-48- 2.83% |
$9.65K - $12.2K
|
1.65K
$508K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24KClosed |
$450K - $567K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
170New |
$34.2K - $43K
|
170
$52.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-10Closed |
$2.01K - $2.53K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-200Closed |
$40.2K - $50.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18New |
$3.62K - $4.56K
|
18
$5.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-712Closed |
$143K - $180K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.14KNew |
$430K - $541K
|
2.14K
$660K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
233+ 45.42% |
$46.8K - $59K
|
746
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-915Closed |
$184K - $232K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-797- 8.11% |
$160K - $202K
|
9.03K
$2.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.82KClosed |
$567K - $714K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
BUY
|
- |
2.87KNew |
$577K - $727K
|
2.87K
$887K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-666- 11.43% |
$134K - $169K
|
5.16K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.21KClosed |
$1.05M - $1.32M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.72K+ 9.07% |
$345K - $435K
|
20.6K
$6.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.3KNew |
$462K - $582K
|
2.3K
$710K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.14KClosed |
$1.43M - $1.81M
|
0
$0
|
|