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 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
12+ 0.23% |
$2.7K - $3.16K
|
5.18K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6+ 0.11% |
$1.35K - $1.58K
|
5.44K
$1.82M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$675 - $790
|
10.1K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.97% |
$225 - $263
|
104
$34.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.56% |
$225 - $263
|
178
$59.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.72% |
$225 - $263
|
140
$46.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.74% |
$225 - $263
|
136
$45.6K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.1K+ 2157.76% |
$11.5M - $12.4M
|
51.4K
$17.2M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
27.1K+ 1013.77% |
$6.34M - $6.83M
|
29.8K
$9.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.66K+ 367.22% |
$1.09M - $1.18M
|
5.93K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
4.29KNew |
$1M - $1.08M
|
4.29K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.67KNew |
$390K - $421K
|
1.67K
$559K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$293K - $316K
|
1.25K
$420K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1.05K+ 49.69% |
$245K - $264K
|
3.15K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
992New |
$232K - $250K
|
992
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$211K - $227K
|
900
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
875New |
$205K - $221K
|
875
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
855New |
$200K - $216K
|
855
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
699New |
$164K - $176K
|
699
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
604New |
$141K - $152K
|
604
$202K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
484New |
$113K - $122K
|
484
$162K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
415New |
$97.1K - $105K
|
415
$139K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
161+ 16.95% |
$37.7K - $40.6K
|
1.11K
$372K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
149+ 4.61% |
$34.9K - $37.6K
|
3.38K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
145New |
$33.9K - $36.6K
|
145
$48.6K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
143New |
$33.5K - $36.1K
|
143
$47.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120New |
$28.1K - $30.3K
|
120
$40.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
104+ 113.04% |
$24.3K - $26.2K
|
196
$65.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
85+ 2.26% |
$19.9K - $21.4K
|
3.85K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
84+ 0.33% |
$19.7K - $21.2K
|
25.6K
$8.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$18.5K - $19.9K
|
79
$26.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$12.2K - $13.1K
|
52
$17.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43New |
$10.1K - $10.8K
|
43
$14.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
30+ 0.89% |
$7.02K - $7.57K
|
3.42K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
28+ 0.91% |
$6.55K - $7.06K
|
3.09K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
23New |
$5.38K - $5.8K
|
23
$7.71K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23+ 27.06% |
$5.38K - $5.8K
|
108
$36.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
17+ 1.39% |
$3.98K - $4.29K
|
1.24K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
15New |
$3.51K - $3.78K
|
15
$5.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
568KNew |
$126M - $139M
|
568K
$190M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
166KNew |
$36.7M - $40.4M
|
166K
$55.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
35.3KNew |
$7.83M - $8.6M
|
35.3K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7.2KNew |
$1.6M - $1.75M
|
7.2K
$2.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
5.91K+ 219.13% |
$1.31M - $1.44M
|
8.61K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4.54KNew |
$1.01M - $1.11M
|
4.54K
$1.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.8KNew |
$843K - $926K
|
3.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.58KNew |
$794K - $872K
|
3.58K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$589K - $647K
|
2.66K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.36KNew |
$524K - $576K
|
2.36K
$792K
|
|