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 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
762
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
129+ 7.34% |
$35.1K - $43.8K
|
1.89K
$642K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 0.22% |
$272 - $340
|
451
$154K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-23- 0.14% |
$6.26K - $7.81K
|
16.4K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-21- 2.01% |
$5.72K - $7.13K
|
1.02K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46+ 2.82% |
$12.5K - $15.6K
|
1.68K
$572K
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-54- 0.43% |
$14.7K - $18.3K
|
12.5K
$4.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-72- 4.28% |
$19.6K - $24.4K
|
1.61K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
8.37K+ 87.48% |
$2.28M - $2.84M
|
17.9K
$6.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-400- 9.63% |
$109K - $136K
|
3.75K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-323- 20.49% |
$88K - $110K
|
1.25K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
657New |
$179K - $223K
|
657
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-144- 56.92% |
$39.2K - $48.9K
|
109
$37.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-943- 5.73% |
$257K - $320K
|
15.5K
$5.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
29New |
$7.9K - $9.85K
|
29
$9.87K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-750- 5.89% |
$204K - $255K
|
12K
$4.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
337+ 0.66% |
$91.8K - $114K
|
51.3K
$17.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.06K- 18.52% |
$287K - $358K
|
4.64K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-23- 8.3% |
$6.26K - $7.81K
|
254
$86.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-839- 0.78% |
$229K - $285K
|
107K
$36.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.94K+ 4119.17% |
$1.35M - $1.68M
|
5.06K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256+ 3.29% |
$69.7K - $86.9K
|
8.04K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-41- 2.63% |
$11.2K - $13.9K
|
1.52K
$516K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.21K+ 1.72% |
$328K - $410K
|
71.5K
$24.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.7K+ 70.7% |
$1.01M - $1.26M
|
8.94K
$3.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.02K- 62.86% |
$821K - $1.02M
|
1.78K
$607K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-53- 2.88% |
$14.4K - $18K
|
1.79K
$609K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
444+ 10.13% |
$121K - $151K
|
4.83K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.41K- 2.01% |
$656K - $818K
|
117K
$39.9M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
458+ 7.37% |
$125K - $156K
|
6.68K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
205K+ 60.74% |
$55.9M - $69.6M
|
543K
$185M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
158New |
$43K - $53.7K
|
158
$53.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
9+ 0.18% |
$2.45K - $3.06K
|
5.13K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-49- 2.4% |
$13.3K - $16.6K
|
2K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 5.47% |
$608K - $759K
|
43.1K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03KNew |
$553K - $689K
|
2.03K
$691K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 1.32% |
$2.72K - $3.4K
|
750
$255K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-330- 4.2% |
$89.9K - $112K
|
7.53K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
266+ 9.58% |
$72.4K - $90.3K
|
3.04K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.66K- 6.06% |
$996K - $1.24M
|
56.7K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-464- 4.11% |
$126K - $158K
|
10.8K
$3.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.21MNew |
$331M - $412M
|
1.21M
$413M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-438- 4.72% |
$119K - $149K
|
8.84K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-41- 0.56% |
$11.2K - $13.9K
|
7.33K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.16% |
$312K - $389K
|
4.82K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-3.83K- 1.7% |
$1.04M - $1.3M
|
221K
$75.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.04K+ 164.15% |
$1.37M - $1.71M
|
8.11K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 14.03% |
$38.9K - $48.6K
|
876
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $340
|
1.05K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$545 - $679
|
5.01K
$1.7M
|