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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
602+ 5.28% |
$164K - $180K
|
12K
$4.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
582New |
$158K - $174K
|
582
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
481New |
$131K - $144K
|
481
$161K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
434+ 219.19% |
$118K - $130K
|
632
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
404+ 3.98% |
$110K - $121K
|
10.6K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 1.44% |
$109K - $119K
|
28.2K
$9.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
320New |
$87.1K - $95.6K
|
320
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
291+ 291.0% |
$79.2K - $86.9K
|
391
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
290+ 4.53% |
$78.9K - $86.6K
|
6.7K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
260New |
$70.8K - $77.7K
|
260
$87.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
242+ 42.01% |
$65.9K - $72.3K
|
818
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
231+ 14.24% |
$62.9K - $69K
|
1.85K
$621K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
224+ 18.67% |
$61K - $66.9K
|
1.42K
$477K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
222+ 462.5% |
$60.4K - $66.3K
|
270
$90.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
201+ 13.28% |
$54.7K - $60K
|
1.72K
$575K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
181New |
$49.3K - $54.1K
|
181
$60.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
150New |
$40.8K - $44.8K
|
150
$50.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
142+ 0.78% |
$38.7K - $42.4K
|
18.4K
$6.17M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$27.2K - $29.9K
|
100
$33.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
65+ 21.17% |
$17.7K - $19.4K
|
372
$125K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
56New |
$15.2K - $16.7K
|
56
$18.8K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
55+ 0.48% |
$15K - $16.4K
|
11.5K
$3.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
52+ 19.77% |
$14.2K - $15.5K
|
315
$106K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
46+ 4.44% |
$12.5K - $13.7K
|
1.08K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
34New |
$9.26K - $10.2K
|
34
$11.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
30+ 2.17% |
$8.17K - $8.96K
|
1.41K
$473K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
27+ 10.71% |
$7.35K - $8.07K
|
279
$93.5K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
25New |
$6.81K - $7.47K
|
25
$8.38K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.13% |
$6.81K - $7.47K
|
2.24K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
22New |
$5.99K - $6.57K
|
22
$7.37K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19New |
$5.17K - $5.68K
|
19
$6.37K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
17+ 2.97% |
$4.63K - $5.08K
|
590
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16New |
$4.36K - $4.78K
|
16
$5.36K
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
13+ 0.3% |
$3.54K - $3.88K
|
4.4K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
11+ 0.87% |
$2.99K - $3.29K
|
1.27K
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10+ 1.82% |
$2.72K - $2.99K
|
560
$188K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.24% |
$1.91K - $2.09K
|
2.94K
$985K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$817 - $896
|
3
$1.01K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$544 - $597
|
3.44K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.46% |
$272 - $299
|
219
$73.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.05% |
$272 - $299
|
1.99K
$666K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.13% |
$272 - $299
|
795
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $299
|
1K
$335K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.03% |
$272 - $299
|
3.23K
$1.08M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
455K+ 292.55% |
$117M - $131M
|
610K
$204M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
139KNew |
$35.9M - $40.2M
|
139K
$46.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.8K+ 82.64% |
$6.4M - $7.16M
|
54.9K
$18.4M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.5KNew |
$4.76M - $5.32M
|
18.5K
$6.19M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.1KNew |
$3.88M - $4.35M
|
15.1K
$5.05M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.6K+ 15.89% |
$1.7M - $1.9M
|
48.1K
$16.1M
|
|