Latest Institutional Purchases of Ishares Tr Russell 1000 ETF (IWB)
This list provides information on the latest institutional transactions involving Ishares Tr Russell 1000 ETF (IWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.21MNew |
$331M - $412M
|
1.21M
$413M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
205K+ 60.74% |
$55.9M - $69.6M
|
543K
$185M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
130KNew |
$35.3M - $44M
|
130K
$44.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
48.6K+ 264.05% |
$13.2M - $16.5M
|
67K
$22.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
19.9K+ 19.44% |
$5.42M - $6.75M
|
122K
$41.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
17.2K+ 52.81% |
$4.67M - $5.82M
|
49.6K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
9.22K+ 350.63% |
$2.51M - $3.13M
|
11.8K
$4.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.69K+ 57.4% |
$2.37M - $2.95M
|
23.8K
$8.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
8.37K+ 87.48% |
$2.28M - $2.84M
|
17.9K
$6.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.9K+ 1.68% |
$1.88M - $2.34M
|
419K
$143M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
6.16K+ 0.78% |
$1.68M - $2.09M
|
799K
$272M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.11K+ 217.16% |
$1.66M - $2.08M
|
8.93K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.07K+ 6.31% |
$1.65M - $2.06M
|
102K
$34.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5.54K+ 10.48% |
$1.51M - $1.88M
|
58.4K
$19.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.04K+ 164.15% |
$1.37M - $1.71M
|
8.11K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.94K+ 4119.17% |
$1.35M - $1.68M
|
5.06K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 8.33% |
$1.26M - $1.57M
|
60.2K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.15K+ 4.82% |
$1.13M - $1.41M
|
90.2K
$30.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.7K+ 70.7% |
$1.01M - $1.26M
|
8.94K
$3.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.98K+ 4.03% |
$811K - $1.01M
|
76.8K
$26.2M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.62K+ 55.71% |
$715K - $891K
|
7.33K
$2.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48KNew |
$676K - $843K
|
2.48K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 5.47% |
$608K - $759K
|
43.1K
$14.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03KNew |
$553K - $689K
|
2.03K
$691K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.96KNew |
$533K - $665K
|
1.96K
$666K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.85K+ 3.53% |
$503K - $628K
|
54.2K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 97.23% |
$497K - $619K
|
3.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.82K+ 5.74% |
$495K - $617K
|
33.5K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 172.79% |
$474K - $591K
|
2.75K
$935K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.72K+ 10.92% |
$469K - $585K
|
17.5K
$5.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 55.52% |
$457K - $570K
|
4.7K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$425K - $529K
|
1.56K
$531K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.55KNew |
$421K - $525K
|
1.55K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.21K+ 1.72% |
$328K - $410K
|
71.5K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.17K+ 9.88% |
$320K - $399K
|
13.1K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.16% |
$312K - $389K
|
4.82K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.05K+ 0.88% |
$285K - $356K
|
120K
$40.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
992New |
$270K - $337K
|
992
$338K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
952+ 7.99% |
$259K - $323K
|
12.9K
$4.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
908+ 23.55% |
$247K - $308K
|
4.76K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
904New |
$246K - $307K
|
904
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
872New |
$237K - $296K
|
872
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
847+ 7.89% |
$231K - $288K
|
11.6K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
814New |
$222K - $276K
|
814
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
779New |
$212K - $265K
|
779
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750New |
$204K - $255K
|
750
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
742New |
$202K - $252K
|
742
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
687New |
$187K - $233K
|
687
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
673New |
$183K - $229K
|
673
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
657New |
$179K - $223K
|
657
$224K
|