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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.74K- 26.54% |
$493K - $547K
|
4.82K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 0.24% |
$840K - $932K
|
1.22M
$393M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.91K+ 41.78% |
$1.11M - $1.23M
|
13.3K
$4.27M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
166+ 3.66% |
$47K - $52.2K
|
4.71K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.08% |
$850 - $943
|
3.75K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 7.2% |
$14.2K - $15.7K
|
644
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-54- 0.45% |
$15.3K - $17K
|
12.1K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.05K- 42.22% |
$2.28M - $2.53M
|
11K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 26.17% |
$1.13M - $1.25M
|
11.3K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
330+ 7.69% |
$93.5K - $104K
|
4.62K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1- 0.11% |
$283 - $314
|
918
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
70+ 0.71% |
$19.8K - $22K
|
9.97K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
806New |
$228K - $253K
|
806
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-117- 0.25% |
$33.1K - $36.8K
|
46.6K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.19M - $1.32M
|
4.21K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$283 - $314
|
1.78K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-557- 15.49% |
$158K - $175K
|
3.04K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-522- 1.23% |
$148K - $164K
|
41.8K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 2.6% |
$41.1K - $45.6K
|
5.73K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
161+ 1.51% |
$45.6K - $50.6K
|
10.8K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
655New |
$186K - $206K
|
655
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.14% |
$11.9K - $13.2K
|
30.2K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 21.78% |
$1.5M - $1.67M
|
29.7K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.81K+ 1.79% |
$512K - $568K
|
103K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-162- 2.35% |
$45.9K - $50.9K
|
6.73K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.54% |
$42.5K - $47.2K
|
27.5K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 3.86% |
$25.8K - $28.6K
|
2.45K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-113- 10.39% |
$32K - $35.5K
|
975
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 5.77% |
$597K - $663K
|
38.7K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$1.13K - $1.26K
|
4.21K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
61+ 3.47% |
$17.3K - $19.2K
|
1.82K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.51K- 12.14% |
$429K - $476K
|
11K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.23% |
$11.9K - $13.2K
|
18.5K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9K+ 3.15% |
$5.93M - $6.58M
|
686K
$221M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 77.83% |
$216K - $240K
|
217
$69.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-739- 5.36% |
$209K - $232K
|
13K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
135+ 12.45% |
$38.2K - $42.4K
|
1.22K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 0.04% |
$4.53K - $5.03K
|
43.1K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 93.9% |
$283K - $314K
|
2.07K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.2K+ 20.17% |
$4.58M - $5.08M
|
96.3K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.81% |
$1.7K - $1.89K
|
734
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$2.55K - $2.83K
|
26K
$8.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.09K+ 6.22% |
$308K - $341K
|
18.6K
$5.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
835New |
$237K - $263K
|
835
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.52K- 43.06% |
$431K - $478K
|
2.01K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-379- 17.31% |
$107K - $119K
|
1.81K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.6K+ 49.02% |
$454K - $503K
|
4.87K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.44% |
$2.55K - $2.83K
|
2.05K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 7.32% |
$320K - $355K
|
14.3K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-812- 1.34% |
$230K - $255K
|
60K
$19.3M
|