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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 6.36% |
$13.9K - $15.5K
|
769
$262K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
821New |
$248K - $277K
|
821
$279K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-29- 0.24% |
$8.77K - $9.79K
|
11.9K
$4.04M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
654New |
$198K - $221K
|
654
$223K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.25% |
$302 - $338
|
407
$139K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1K- 3.4% |
$302K - $338K
|
28.5K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49K+ 187.79% |
$14.8M - $16.5M
|
75.1K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-257- 1.8% |
$77.7K - $86.7K
|
14K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3+ 0.22% |
$907 - $1.01K
|
1.35K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
632+ 17.18% |
$191K - $213K
|
4.31K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84- 3.19% |
$25.4K - $28.4K
|
2.55K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3- 0.03% |
$907 - $1.01K
|
9.29K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-28.5K- 92.17% |
$8.62M - $9.62M
|
2.42K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
471+ 146.73% |
$142K - $159K
|
792
$270K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-14.5K- 76.08% |
$4.38M - $4.89M
|
4.56K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.19% |
$605 - $675
|
1.05K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
215+ 10.56% |
$65K - $72.6K
|
2.25K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-388- 30.92% |
$117K - $131K
|
867
$295K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-60- 0.38% |
$18.1K - $20.3K
|
15.6K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 196.91% |
$578K - $645K
|
2.88K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-33.7K- 76.42% |
$10.2M - $11.4M
|
10.4K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.87K- 0.16% |
$565K - $631K
|
1.17M
$397M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$35.1K - $39.2K
|
116
$39.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.9K- 26.42% |
$5.41M - $6.04M
|
49.8K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 588.24% |
$30.2K - $33.8K
|
117
$39.8K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8- 0.03% |
$2.42K - $2.7K
|
26.7K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.21% |
$10.3K - $11.5K
|
16K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-12.1K- 34.8% |
$3.66M - $4.09M
|
22.7K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 18.38% |
$3.27M - $3.65M
|
69.7K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 0.18% |
$7.26K - $8.1K
|
13K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.83K- 2.26% |
$856K - $955K
|
122K
$41.6M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.16% |
$605 - $675
|
1.27K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.27% |
$2.72K - $3.04K
|
3.31K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.26% |
$907 - $1.01K
|
1.17K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 3.66% |
$31.1K - $34.8K
|
2.71K
$923K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.55K- 0.76% |
$770K - $860K
|
332K
$113M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.3KNew |
$8.26M - $9.22M
|
27.3K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-898- 2.05% |
$271K - $303K
|
42.9K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.4K+ 1.38% |
$17.1M - $19M
|
4.15M
$1.41B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-773- 0.04% |
$234K - $261K
|
2.18M
$743M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.4K- 94.64% |
$4.67M - $5.21M
|
875
$298K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$302 - $338
|
3.02K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$3.02K - $3.38K
|
10
$3.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
140+ 0.18% |
$42.3K - $47.3K
|
79.3K
$27M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-169- 0.59% |
$51.1K - $57K
|
28.5K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-76- 3.5% |
$23K - $25.7K
|
2.09K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-731- 4.33% |
$221K - $247K
|
16.2K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
37New |
$11.2K - $12.5K
|
37
$12.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-771- 33.05% |
$233K - $260K
|
1.56K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.51K+ 18.65% |
$1.97M - $2.2M
|
41.4K
$14.1M
|