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 |
|---|---|---|---|---|---|---|---|
|
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
$558K
|
|
|
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
$767K
|
|
|
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
$835K
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-116- 9.77% |
$24.2K - $26.1K
|
1.07K
$331K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.22K - $5.63K
|
25
$7.72K
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-273Closed |
$57K - $61.5K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-69Closed |
$14.4K - $15.5K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.27KClosed |
$474K - $511K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.65KClosed |
$301K - $349K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-338Closed |
$61.8K - $71.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$73.1K - $84.7K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$1.83K - $2.12K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
116New |
$21.2K - $24.6K
|
116
$35.8K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
304New |
$55.6K - $64.4K
|
304
$93.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-170KClosed |
$31.2M - $36.1M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.36KClosed |
$248K - $288K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-19.8KClosed |
$3.62M - $4.19M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Canandaigua National Corp
|
SELL
|
- |
-1.72KClosed |
$315K - $365K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-155Closed |
$28.3K - $32.8K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-11.1KClosed |
$2.03M - $2.35M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.54KClosed |
$281K - $325K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.74KClosed |
$318K - $369K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-139Closed |
$25.4K - $29.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Alta Capital Management LLC
|
SELL
|
- |
-7.93KClosed |
$1.45M - $1.68M
|
0
$0
|
|