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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.37KNew |
$308K - $361K
|
1.37K
$459K
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.22KNew |
$275K - $321K
|
1.22K
$409K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
963New |
$217K - $253K
|
963
$323K
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
920New |
$207K - $242K
|
920
$308K
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
900New |
$203K - $237K
|
900
$302K
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
849New |
$191K - $223K
|
849
$284K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
848New |
$191K - $223K
|
848
$284K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
825New |
$186K - $217K
|
825
$276K
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
822New |
$185K - $216K
|
822
$275K
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
814New |
$183K - $214K
|
814
$273K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
812New |
$183K - $214K
|
812
$272K
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
812New |
$183K - $214K
|
812
$272K
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
810New |
$182K - $213K
|
810
$271K
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
806New |
$181K - $212K
|
806
$270K
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
806New |
$181K - $212K
|
806
$270K
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
800New |
$180K - $211K
|
800
$268K
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
797New |
$179K - $210K
|
797
$267K
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
793New |
$179K - $209K
|
793
$266K
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
788New |
$177K - $207K
|
788
$264K
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
784New |
$177K - $206K
|
784
$263K
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
777New |
$175K - $204K
|
777
$260K
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
777New |
$175K - $204K
|
777
$260K
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
768New |
$173K - $202K
|
768
$257K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
702New |
$158K - $185K
|
702
$235K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
595New |
$134K - $157K
|
595
$199K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
539+ 1.45% |
$121K - $142K
|
37.7K
$12.6M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
479New |
$108K - $126K
|
479
$160K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
348New |
$78.4K - $91.6K
|
348
$117K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
331+ 27.45% |
$74.5K - $87.1K
|
1.54K
$515K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
330New |
$74.3K - $86.8K
|
330
$111K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
234+ 14.43% |
$52.7K - $61.6K
|
1.86K
$622K
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
229+ 17.7% |
$51.6K - $60.3K
|
1.52K
$510K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
208New |
$46.8K - $54.7K
|
208
$69.7K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
180New |
$40.5K - $47.4K
|
180
$60.3K
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
164+ 7.54% |
$36.9K - $43.2K
|
2.34K
$783K
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
113+ 3.17% |
$25.4K - $29.7K
|
3.68K
$1.23M
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
110+ 1.59% |
$24.8K - $28.9K
|
7.03K
$2.35M
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95New |
$21.4K - $25K
|
95
$31.8K
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
87+ 9.8% |
$19.6K - $22.9K
|
975
$327K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$17.6K - $20.5K
|
78
$26.1K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
72New |
$16.2K - $18.9K
|
72
$24.1K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
65New |
$14.6K - $17.1K
|
65
$21.8K
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
62New |
$14K - $16.3K
|
62
$20.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$13.7K - $16.1K
|
61
$20.4K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
57+ 0.78% |
$12.8K - $15K
|
7.37K
$2.47M
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
56New |
$12.6K - $14.7K
|
56
$18.8K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 70.83% |
$11.5K - $13.4K
|
123
$41.2K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
48New |
$10.8K - $12.6K
|
48
$16.1K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
45New |
$10.1K - $11.8K
|
45
$15.1K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
21New |
$4.73K - $5.53K
|
21
$7.04K
|