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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.72K+ 10.92% |
$469K - $585K
|
17.5K
$5.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
465+ 10.66% |
$127K - $158K
|
4.83K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$272 - $340
|
5.55K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-43- 5.61% |
$11.7K - $14.6K
|
724
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-216- 0.63% |
$58.8K - $73.3K
|
33.9K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 55.52% |
$457K - $570K
|
4.7K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-269- 7.61% |
$73.3K - $91.3K
|
3.26K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-24- 0.82% |
$6.54K - $8.15K
|
2.91K
$992K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67- 7.88% |
$18.2K - $22.8K
|
783
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.09K - $1.36K
|
1.63K
$556K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
125+ 0.97% |
$34K - $42.4K
|
13K
$4.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 172.79% |
$474K - $591K
|
2.75K
$935K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750New |
$204K - $255K
|
750
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
277+ 0.79% |
$75.4K - $94.1K
|
35.3K
$12M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-626- 18.47% |
$170K - $213K
|
2.76K
$941K
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 97.23% |
$497K - $619K
|
3.7K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-76- 2.58% |
$20.7K - $25.8K
|
2.87K
$976K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
165+ 10.1% |
$44.9K - $56K
|
1.8K
$612K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-4- 0.08% |
$1.09K - $1.36K
|
5.03K
$1.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.27% |
$1.63K - $2.04K
|
2.25K
$766K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-301- 9.97% |
$82K - $102K
|
2.72K
$925K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.98K+ 4.03% |
$811K - $1.01M
|
76.8K
$26.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
872New |
$237K - $296K
|
872
$297K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
9+ 0.19% |
$2.45K - $3.06K
|
4.63K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
19.9K+ 19.44% |
$5.42M - $6.75M
|
122K
$41.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
199+ 11.22% |
$54.2K - $67.6K
|
1.97K
$672K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-3.01K- 19.06% |
$820K - $1.02M
|
12.8K
$4.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28+ 0.56% |
$7.63K - $9.51K
|
5K
$1.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
908+ 23.55% |
$247K - $308K
|
4.76K
$1.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$2.45K - $3.06K
|
6.71K
$2.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-54- 0.21% |
$14.7K - $18.3K
|
25.1K
$8.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-43- 0.51% |
$11.7K - $14.6K
|
8.32K
$2.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.11K+ 217.16% |
$1.66M - $2.08M
|
8.93K
$3.04M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-361- 2.69% |
$98.3K - $123K
|
13.1K
$4.45M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-42- 3.45% |
$12.7K - $14.2K
|
1.18K
$401K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
SELL
|
- |
-28.5K- 33.61% |
$8.62M - $9.62M
|
56.3K
$19.2M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.24K- 64.92% |
$374K - $418K
|
669
$228K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
118New |
$35.7K - $39.8K
|
118
$40.2K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-306- 3.12% |
$92.5K - $103K
|
9.49K
$3.23M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-679- 4.86% |
$205K - $229K
|
13.3K
$4.52M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.3% |
$605 - $675
|
662
$225K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.1K+ 0.28% |
$8.51M - $9.5M
|
10.2M
$3.49B
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-242- 5.6% |
$73.2K - $81.7K
|
4.08K
$1.39M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
661New |
$200K - $223K
|
661
$225K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-678- 34.21% |
$205K - $229K
|
1.3K
$444K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.2K+ 51.24% |
$363K - $405K
|
3.54K
$1.21M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 5.86% |
$736K - $821K
|
39.1K
$13.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
984New |
$297K - $332K
|
984
$335K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-18- 1.6% |
$5.44K - $6.08K
|
1.11K
$378K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-85- 2.41% |
$25.7K - $28.7K
|
3.44K
$1.17M
|
|