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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
195+ 1.64% |
$55.2K - $61.3K
|
12.1K
$4.18M
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
182+ 11.99% |
$51.6K - $57.2K
|
1.7K
$588K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
138+ 10.78% |
$39.1K - $43.4K
|
1.42K
$490K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
117+ 14.5% |
$33.1K - $36.8K
|
924
$319K
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
103New |
$29.2K - $32.4K
|
103
$35.6K
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
99+ 2.51% |
$28K - $31.1K
|
4.04K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
93+ 13.42% |
$26.3K - $29.2K
|
786
$272K
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
92+ 4.51% |
$26.1K - $28.9K
|
2.13K
$737K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
86+ 14.98% |
$24.4K - $27K
|
660
$228K
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
57New |
$16.1K - $17.9K
|
57
$19.7K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
56+ 1.88% |
$15.9K - $17.6K
|
3.03K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
50+ 1.54% |
$14.2K - $15.7K
|
3.29K
$1.14M
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
41New |
$11.6K - $12.9K
|
41
$14.2K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40New |
$11.3K - $12.6K
|
40
$13.8K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
35+ 1.22% |
$9.91K - $11K
|
2.9K
$1M
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
20+ 2.43% |
$5.67K - $6.29K
|
842
$291K
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 70.37% |
$5.38K - $5.97K
|
46
$15.9K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9+ 0.24% |
$2.55K - $2.83K
|
3.69K
$1.28M
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 1.0% |
$2.55K - $2.83K
|
910
$315K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4+ 0.21% |
$1.13K - $1.26K
|
1.87K
$646K
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.33% |
$850 - $943
|
903
$312K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2+ 0.06% |
$567 - $629
|
3.26K
$1.13M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.24% |
$283 - $314
|
416
$144K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $314
|
2.2K
$762K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
144KNew |
$39.1M - $42.9M
|
144K
$49.7M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
135KNew |
$36.8M - $40.4M
|
135K
$46.8M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
31.1KNew |
$8.48M - $9.3M
|
31.1K
$10.8M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
17.1KNew |
$4.67M - $5.12M
|
17.1K
$5.93M
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
15.7KNew |
$4.28M - $4.69M
|
15.7K
$5.43M
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
11.2K+ 1540.93% |
$3.05M - $3.35M
|
11.9K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.59KNew |
$2.34M - $2.57M
|
8.59K
$2.97M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.97KNew |
$1.9M - $2.08M
|
6.97K
$2.41M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
5.46KNew |
$1.49M - $1.63M
|
5.46K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.13KNew |
$1.4M - $1.53M
|
5.13K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.27KNew |
$1.16M - $1.28M
|
4.27K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.2K+ 85.2% |
$871K - $956K
|
6.96K
$2.41M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$681K - $747K
|
2.5K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$610K - $669K
|
2.24K
$774K
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.6KNew |
$436K - $479K
|
1.6K
$554K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.45KNew |
$395K - $433K
|
1.45K
$501K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$295K - $324K
|
1.08K
$374K
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.02KNew |
$277K - $304K
|
1.02K
$352K
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1KNew |
$273K - $299K
|
1K
$346K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
951New |
$259K - $284K
|
951
$329K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
912New |
$248K - $272K
|
912
$315K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
908New |
$247K - $271K
|
908
$314K
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
865New |
$235K - $258K
|
865
$299K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
824New |
$224K - $246K
|
824
$285K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
810+ 13.41% |
$220K - $242K
|
6.85K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
795New |
$216K - $237K
|
795
$275K
|