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 |
---|---|---|---|---|---|---|---|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.01KNew |
$445K - $489K
|
2.01K
$672K
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
1.6KNew |
$355K - $390K
|
1.6K
$536K
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.23KNew |
$273K - $300K
|
1.23K
$412K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$233K - $256K
|
1.05K
$352K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
965New |
$214K - $235K
|
965
$323K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
954New |
$212K - $233K
|
954
$320K
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
869New |
$193K - $212K
|
869
$291K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
868New |
$193K - $212K
|
868
$291K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
599+ 17.71% |
$133K - $146K
|
3.98K
$1.33M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
283New |
$62.8K - $69K
|
283
$94.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
231New |
$51.2K - $56.3K
|
231
$77.4K
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
141+ 11.15% |
$31.3K - $34.4K
|
1.41K
$471K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
122+ 9.06% |
$27.1K - $29.7K
|
1.47K
$492K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114New |
$25.3K - $27.8K
|
114
$38.2K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 7.69% |
$22.2K - $24.4K
|
1.4K
$469K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83New |
$18.4K - $20.2K
|
83
$27.8K
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
60+ 3.59% |
$13.3K - $14.6K
|
1.73K
$581K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
44New |
$9.76K - $10.7K
|
44
$14.7K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23New |
$5.1K - $5.61K
|
23
$7.71K
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2+ 0.18% |
$444 - $487
|
1.11K
$373K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
236KNew |
$49.3M - $54.5M
|
236K
$79.1M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
90.2KNew |
$18.8M - $20.8M
|
90.2K
$30.2M
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
42.6KNew |
$8.88M - $9.81M
|
42.6K
$14.3M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
19.8KNew |
$4.13M - $4.56M
|
19.8K
$6.62M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$3.95M - $4.36M
|
18.9K
$6.34M
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
14K+ 93.33% |
$2.92M - $3.23M
|
29K
$9.72M
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.87KNew |
$599K - $662K
|
2.87K
$961K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.55KNew |
$532K - $588K
|
2.55K
$854K
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$355K - $392K
|
1.7K
$570K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.27KNew |
$265K - $292K
|
1.27K
$424K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
1.2KNew |
$251K - $277K
|
1.2K
$402K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.18K+ 39.64% |
$245K - $271K
|
4.14K
$1.39M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.17KNew |
$245K - $271K
|
1.17K
$393K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.13KNew |
$235K - $259K
|
1.13K
$377K
|
|
Apr 18, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
958New |
$200K - $221K
|
958
$321K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
919New |
$192K - $212K
|
919
$308K
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
916New |
$191K - $211K
|
916
$307K
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$191K - $211K
|
914
$306K
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
913New |
$191K - $210K
|
913
$306K
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
888New |
$185K - $205K
|
888
$297K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
500+ 111.11% |
$104K - $115K
|
950
$318K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
308New |
$64.3K - $71K
|
308
$103K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
145+ 13.44% |
$30.3K - $33.4K
|
1.22K
$410K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
64New |
$13.4K - $14.8K
|
64
$21.4K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
39New |
$8.14K - $8.99K
|
39
$13.1K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
37New |
$7.72K - $8.53K
|
37
$12.4K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
30+ 0.38% |
$6.26K - $6.92K
|
7.97K
$2.67M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17New |
$3.55K - $3.92K
|
17
$5.7K
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3+ 0.29% |
$626 - $692
|
1.04K
$347K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.76% |
$209 - $231
|
132
$44.2K
|