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 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$5.03K - $5.36K
|
21
$6.99K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.18KClosed |
$1.24M - $1.32M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$3.54M - $3.78M
|
14.8K
$4.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$12K - $12.8K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$244K - $260K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.37KClosed |
$807K - $861K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.04KClosed |
$968K - $1.03M
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.18KClosed |
$282K - $301K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 16, 2021
Q2 2021
|
Century Link Investment Management CO
|
SELL
|
- |
-188KClosed |
$42.5M - $45.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-27.5KClosed |
$6.22M - $6.65M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.37KClosed |
$310K - $331K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
39KNew |
$8.84M - $9.45M
|
39K
$13M
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
375New |
$84.9K - $90.8K
|
375
$125K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
235New |
$53.2K - $56.9K
|
235
$78.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-58Closed |
$13.1K - $14K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-100- 21.1% |
$22.6K - $24.2K
|
374
$125K
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-447Closed |
$101K - $108K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-450Closed |
$102K - $109K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-275Closed |
$62.3K - $66.6K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-66Closed |
$14.9K - $16K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-302Closed |
$68.4K - $73.1K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-100Closed |
$22.6K - $24.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-25Closed |
$5.66K - $6.05K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.81KNew |
$409K - $437K
|
1.81K
$601K
|
|
|
Jul 19, 2021
Q2 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-1.33KClosed |
$301K - $321K
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Spence Asset Management
|
SELL
|
- |
-40Closed |
$9.06K - $9.68K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.2KClosed |
$251K - $270K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1.51KClosed |
$315K - $340K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.26KClosed |
$472K - $509K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-23Closed |
$4.8K - $5.18K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-1.65KClosed |
$344K - $371K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-452Closed |
$94.4K - $102K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-189Closed |
$39.5K - $42.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-348Closed |
$72.7K - $78.4K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-222Closed |
$46.4K - $50K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-351Closed |
$73.3K - $79.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-10Closed |
$2.09K - $2.25K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.3KClosed |
$271K - $292K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.03KClosed |
$841K - $907K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-129- 4.94% |
$26.9K - $29.1K
|
2.48K
$827K
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-22.8KClosed |
$4.75M - $5.13M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.49KClosed |
$312K - $336K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$2.49M - $2.69M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Arrow Financial Corp
|
SELL
|
- |
-22Closed |
$4.6K - $4.96K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Granger Management LLC
|
SELL
|
- |
-734KClosed |
$153M - $165M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-49Closed |
$10.2K - $11K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-2.53KClosed |
$528K - $570K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Boston Trust Walden Corp
|
SELL
|
- |
-527- 16.31% |
$110K - $119K
|
2.71K
$900K
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-116- 9.77% |
$24.2K - $26.1K
|
1.07K
$357K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.22K - $5.63K
|
25
$8.32K
|
|