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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2019
Q1 2019
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.53KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.49KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Coho Partners, Ltd.
|
SELL
|
- |
-2.82KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$6.47M
|
|
|
Apr 22, 2019
Q1 2019
|
Columbus Macro, LLC
|
SELL
|
- |
-2.21K- 46.02% |
N/A
|
2.59K
$852K
|
|
|
Apr 18, 2019
Q1 2019
|
Rnc Capital Management LLC
|
SELL
|
- |
-7.63KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
358New |
N/A
|
358
$118K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
267New |
N/A
|
267
$87.9K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.36KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-37.9K- 92.51% |
N/A
|
3.07K
$1.01M
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-920Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
430New |
N/A
|
430
$142K
|
|
|
Feb 04, 2019
Q4 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
86New |
N/A
|
86
$28.3K
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-82Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-253Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Patten & Patten Inc
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-149Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
200New |
N/A
|
200
$65.9K
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$434K
|
|
|
Nov 15, 2018
Q3 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
213New |
N/A
|
213
$70.2K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$3.96M
|
|
|
Nov 14, 2018
Q3 2018
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-127KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-742Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-6.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-41Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
66+ 12.62% |
N/A
|
589
$194K
|
|
|
Mar 04, 2019
Q2 2018
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.37KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.51KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$1.38M
|
|
|
Aug 03, 2018
Q2 2018
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Inverness Counsel LLC
|
SELL
|
- |
-2.83KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
153New |
N/A
|
153
$50.4K
|
|
| Q1 2018 | |||||||
|
May 07, 2020
Q1 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-89Closed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$506K
|
|
|
May 04, 2018
Q1 2018
|
Cadence Bank Na
|
SELL
|
- |
-2.98KClosed |
N/A
|
0
$0
|
|