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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
65New |
$20.2K - $21.8K
|
65
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.5K+ 5.37% |
$1.4M - $1.51M
|
88.2K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.3K- 32.44% |
$404K - $436K
|
2.71K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-89- 1.43% |
$27.7K - $29.9K
|
6.13K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-61- 9.34% |
$19K - $20.5K
|
592
$184K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.04% |
$7.47K - $8.06K
|
65.7K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2- 0.05% |
$622 - $671
|
3.75K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-62- 0.57% |
$19.3K - $20.8K
|
10.9K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.5K+ 4.72% |
$1.09M - $1.18M
|
77.7K
$24.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
703+ 3.42% |
$219K - $236K
|
21.2K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18+ 1.8% |
$5.6K - $6.04K
|
1.02K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-296- 9.66% |
$92.1K - $99.3K
|
2.77K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-246- 0.59% |
$76.5K - $82.6K
|
41.5K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30New |
$9.33K - $10.1K
|
30
$9.31K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.25K+ 46.23% |
$700K - $755K
|
7.12K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 6.98% |
$12.4K - $13.4K
|
533
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.4K- 14.4% |
$7.58M - $8.18M
|
145K
$45M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.6K+ 13.77% |
$8.59M - $9.27M
|
228K
$70.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$311 - $336
|
570
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
6New |
$1.87K - $2.01K
|
6
$1.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 17.74% |
$3.63M - $3.92M
|
54.2K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$3.11K - $3.36K
|
6.69K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27+ 0.69% |
$8.4K - $9.06K
|
3.93K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.12% |
$2.8K - $3.02K
|
7.57K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
120+ 1.27% |
$37.3K - $40.3K
|
9.56K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.34% |
$9.64K - $10.4K
|
2.29K
$711K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-986- 1.42% |
$307K - $331K
|
68.3K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-287- 0.53% |
$89.3K - $96.3K
|
54.4K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-123- 1.01% |
$38.3K - $41.3K
|
12K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.97KNew |
$1.23M - $1.33M
|
3.97K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
37+ 0.31% |
$11.5K - $12.4K
|
11.9K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 1.3% |
$10M - $10.8M
|
2.44M
$757M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 10.51% |
$47K - $50.7K
|
1.59K
$493K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$658K - $710K
|
2.12K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
627New |
$195K - $210K
|
627
$195K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
166+ 2.53% |
$51.6K - $55.7K
|
6.74K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
713+ 488.36% |
$222K - $239K
|
859
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
754New |
$235K - $253K
|
754
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
6+ 0.86% |
$1.87K - $2.01K
|
701
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.56K+ 226.15% |
$796K - $859K
|
3.69K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.39K- 2.96% |
$1.05M - $1.14M
|
111K
$34.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.66K- 1.6% |
$1.14M - $1.23M
|
224K
$69.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2- 0.21% |
$622 - $671
|
935
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
465+ 3.51% |
$145K - $156K
|
13.7K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.3% |
$13.7K - $14.8K
|
14.9K
$4.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5.82K+ 2.95% |
$1.81M - $1.95M
|
203K
$63.1M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-2.22K- 18.3% |
$692K - $746K
|
9.93K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-124- 4.9% |
$38.6K - $41.6K
|
2.41K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.18K+ 3.76% |
$677K - $730K
|
59.9K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
39.2K+ 3.04% |
$12.2M - $13.2M
|
1.33M
$413M
|