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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
806New |
$228K - $253K
|
806
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-117- 0.25% |
$33.1K - $36.8K
|
46.6K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.19M - $1.32M
|
4.21K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$283 - $314
|
1.78K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-557- 15.49% |
$158K - $175K
|
3.04K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-522- 1.23% |
$148K - $164K
|
41.8K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 2.6% |
$41.1K - $45.6K
|
5.73K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
161+ 1.51% |
$45.6K - $50.6K
|
10.8K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
655New |
$186K - $206K
|
655
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
42+ 0.14% |
$11.9K - $13.2K
|
30.2K
$9.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.31K+ 21.78% |
$1.5M - $1.67M
|
29.7K
$9.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.81K+ 1.79% |
$512K - $568K
|
103K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-162- 2.35% |
$45.9K - $50.9K
|
6.73K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 0.54% |
$42.5K - $47.2K
|
27.5K
$9.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
91+ 3.86% |
$25.8K - $28.6K
|
2.45K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-113- 10.39% |
$32K - $35.5K
|
975
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 5.77% |
$597K - $663K
|
38.7K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$1.13K - $1.26K
|
4.21K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.51K- 12.14% |
$429K - $476K
|
11K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-42- 0.23% |
$11.9K - $13.2K
|
18.5K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9K+ 3.15% |
$5.93M - $6.58M
|
686K
$226M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-762- 77.83% |
$216K - $240K
|
217
$71.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-739- 5.36% |
$209K - $232K
|
13K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
135+ 12.45% |
$38.2K - $42.4K
|
1.22K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-16- 0.04% |
$4.53K - $5.03K
|
43.1K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1K+ 93.9% |
$283K - $314K
|
2.07K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.2K+ 20.17% |
$4.58M - $5.08M
|
96.3K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.81% |
$1.7K - $1.89K
|
734
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$2.55K - $2.83K
|
26K
$8.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.09K+ 6.22% |
$308K - $341K
|
18.6K
$6.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
835New |
$237K - $263K
|
835
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.52K- 43.06% |
$431K - $478K
|
2.01K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-379- 17.31% |
$107K - $119K
|
1.81K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.6K+ 49.02% |
$454K - $503K
|
4.87K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.44% |
$2.55K - $2.83K
|
2.05K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.13K- 7.32% |
$320K - $355K
|
14.3K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-812- 1.34% |
$230K - $255K
|
60K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 5.17% |
$850 - $943
|
55
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.57K
|
1.69K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
405K+ 4.56% |
$115M - $127M
|
9.28M
$3.06B
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
82+ 1.91% |
$23.2K - $25.8K
|
4.36K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19K+ 272.91% |
$619K - $687K
|
2.99K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
92+ 4.51% |
$26.1K - $28.9K
|
2.13K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.6K- 12.01% |
$3.86M - $4.29M
|
100K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-985- 1.21% |
$279K - $310K
|
80.6K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-475- 96.94% |
$135K - $149K
|
15
$4.94K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.5K- 9.66% |
$992K - $1.1M
|
32.8K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 1.01% |
$6.52K - $7.23K
|
2.31K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10+ 0.12% |
$2.83K - $3.14K
|
8.04K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
90+ 1.01% |
$25.5K - $28.3K
|
9.04K
$2.98M
|