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 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-74- 1.1% |
$22.4K - $25K
|
6.66K
$2.27M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
611+ 3.69% |
$185K - $206K
|
17.2K
$5.84M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
32+ 0.27% |
$9.67K - $10.8K
|
11.9K
$4.06M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.31% |
$1.21K - $1.35K
|
1.28K
$434K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.87K+ 15.11% |
$2.38M - $2.66M
|
59.9K
$20.4M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1+ 0.07% |
$302 - $338
|
1.37K
$466K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
246+ 5.38% |
$74.4K - $83K
|
4.82K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.99K- 4.52% |
$1.21M - $1.35M
|
84.2K
$28.7M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.95K- 34.32% |
$591K - $660K
|
3.74K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.88% |
$2.72K - $3.04K
|
1.01K
$345K
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
343KNew |
$104M - $116M
|
343K
$117M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23+ 1.07% |
$6.95K - $7.76K
|
2.18K
$743K
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-340- 8.54% |
$103K - $115K
|
3.64K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
49.2K+ 388.03% |
$14.9M - $16.6M
|
61.8K
$21.1M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-893- 19.26% |
$270K - $301K
|
3.74K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.3K- 2.95% |
$4.32M - $4.82M
|
471K
$160M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.12KNew |
$2.15M - $2.4M
|
7.12K
$2.43M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.39K- 3.61% |
$1.03M - $1.15M
|
90.5K
$30.8M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-344- 7.16% |
$104K - $116K
|
4.46K
$1.52M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.79K- 2.13% |
$1.45M - $1.62M
|
220K
$74.8M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
138K+ 95.45% |
$41.8M - $46.7M
|
283K
$96.4M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 8.56% |
$349K - $390K
|
14.7K
$4.99M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.64K- 33.38% |
$494K - $552K
|
3.26K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-10- 0.12% |
$3.02K - $3.38K
|
8.32K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2- 0.14% |
$605 - $675
|
1.39K
$471K
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.2K- 4.38% |
$363K - $405K
|
26.2K
$8.93M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.71K+ 4.01% |
$1.42M - $1.59M
|
122K
$41.5M
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-44- 1.25% |
$13.3K - $14.9K
|
3.46K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-2K- 8.78% |
$604K - $675K
|
20.8K
$7.07M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 5.57% |
$20.5M - $22.9M
|
1.28M
$437M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 93.07% |
$8.21M - $9.17M
|
2.02K
$689K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-102K- 90.47% |
$30.7M - $34.3M
|
10.7K
$3.64M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
47.2KNew |
$14.3M - $15.9M
|
47.2K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.65% |
$34.8K - $38.8K
|
3.27K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-2.14K- 30.72% |
$647K - $722K
|
4.82K
$1.64M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72K+ 781.9% |
$823K - $918K
|
3.07K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-6.04K- 14.29% |
$1.83M - $2.04M
|
36.2K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.51K - $1.69K
|
3.92K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
243K+ 176.0% |
$73.6M - $82.1M
|
382K
$130M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.44% |
$17.5K - $19.6K
|
2.32K
$788K
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-22.7K- 72.19% |
$6.85M - $7.65M
|
8.73K
$2.97M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.34K- 0.93% |
$1.61M - $1.8M
|
570K
$194M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-119K- 24.05% |
$35.9M - $40.1M
|
375K
$128M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-300- 0.6% |
$90.7K - $101K
|
49.3K
$16.8M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-24- 1.55% |
$7.26K - $8.1K
|
1.53K
$519K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 2.84% |
$16K - $17.9K
|
1.81K
$617K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.42% |
$17.8K - $19.9K
|
13.9K
$4.75M
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-137- 0.76% |
$41.4K - $46.2K
|
17.9K
$6.11M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.5KNew |
$11M - $12.3M
|
36.5K
$12.4M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 76.55% |
$1.1M - $1.22M
|
1.11K
$379K
|