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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 3.86% |
$8.16K - $9.11K
|
727
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
27+ 0.27% |
$8.16K - $9.11K
|
10.2K
$3.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.69% |
$7.86K - $8.78K
|
3.81K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
25+ 0.28% |
$7.56K - $8.44K
|
8.98K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
25+ 55.56% |
$7.56K - $8.44K
|
70
$23.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 1.65% |
$7.56K - $8.44K
|
1.54K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.39% |
$7.56K - $8.44K
|
1.83K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 0.18% |
$7.26K - $8.1K
|
13K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
23+ 1.07% |
$6.95K - $7.76K
|
2.18K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22+ 0.84% |
$6.65K - $7.43K
|
2.64K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21+ 0.71% |
$6.35K - $7.09K
|
2.98K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 1.49% |
$6.35K - $7.09K
|
1.43K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 161.54% |
$6.35K - $7.09K
|
34
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 3.92% |
$5.14K - $5.74K
|
451
$154K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16+ 0.26% |
$4.84K - $5.4K
|
6.14K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16+ 1.11% |
$4.84K - $5.4K
|
1.46K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.92% |
$4.53K - $5.06K
|
1.65K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 14.58% |
$4.23K - $4.73K
|
110
$37.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14+ 0.55% |
$4.23K - $4.73K
|
2.57K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
14+ 1.65% |
$4.23K - $4.73K
|
863
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
13+ 1.25% |
$3.93K - $4.39K
|
1.06K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12+ 0.84% |
$3.63K - $4.05K
|
1.45K
$493K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
11+ 0.25% |
$3.33K - $3.71K
|
4.33K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11+ 0.19% |
$3.33K - $3.71K
|
5.77K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11+ 0.29% |
$3.33K - $3.71K
|
3.86K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
11+ 0.32% |
$3.33K - $3.71K
|
3.49K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$3.02K - $3.38K
|
10
$3.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.61% |
$3.02K - $3.38K
|
1.66K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.27% |
$2.72K - $3.04K
|
3.31K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9+ 0.17% |
$2.72K - $3.04K
|
5.22K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 2.95% |
$2.42K - $2.7K
|
279
$95K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8+ 0.25% |
$2.42K - $2.7K
|
3.21K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.51% |
$2.42K - $2.7K
|
1.57K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.26% |
$2.12K - $2.36K
|
2.68K
$911K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.06% |
$2.12K - $2.36K
|
10.9K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$2.12K - $2.36K
|
2.4K
$816K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
6+ 0.06% |
$1.81K - $2.03K
|
10.9K
$3.7M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 100.0% |
$1.81K - $2.03K
|
12
$4.09K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6+ 0.56% |
$1.81K - $2.03K
|
1.07K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.51K - $1.69K
|
3.92K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.23% |
$1.51K - $1.69K
|
2.14K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
5+ 0.02% |
$1.51K - $1.69K
|
26.5K
$9.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.07% |
$1.51K - $1.69K
|
7.15K
$2.43M
|
|
|
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
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.24% |
$1.21K - $1.35K
|
1.7K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.26% |
$1.21K - $1.35K
|
1.53K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.07% |
$1.21K - $1.35K
|
5.66K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$1.21K - $1.35K
|
1.82K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3+ 0.22% |
$907 - $1.01K
|
1.35K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.26% |
$907 - $1.01K
|
1.17K
$398K
|