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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
42.6KNew |
$8.38M - $9.55M
|
42.6K
$14.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
30.3KNew |
$5.96M - $6.79M
|
30.3K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
29.1KNew |
$5.74M - $6.54M
|
29.1K
$9.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
19KNew |
$3.75M - $4.27M
|
19K
$6.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
9.1K+ 3.95% |
$1.79M - $2.04M
|
239K
$80.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.53K+ 16.87% |
$1.48M - $1.69M
|
52.2K
$17.5M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.31KNew |
$1.44M - $1.64M
|
7.31K
$2.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
6.2KNew |
$1.22M - $1.39M
|
6.2K
$2.08M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.63KNew |
$1.11M - $1.26M
|
5.63K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.68KNew |
$726K - $827K
|
3.68K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.94K+ 1187.1% |
$580K - $661K
|
3.19K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.5KNew |
$493K - $562K
|
2.5K
$839K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.1K+ 2.14% |
$414K - $472K
|
100K
$33.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$402K - $459K
|
2.04K
$684K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
1.8KNew |
$354K - $404K
|
1.8K
$603K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$336K - $383K
|
1.71K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.58K+ 64.5% |
$312K - $356K
|
4.04K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42KNew |
$279K - $318K
|
1.42K
$475K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 61.06% |
$275K - $314K
|
3.69K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.36KNew |
$268K - $305K
|
1.36K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.3KNew |
$257K - $293K
|
1.3K
$437K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.06KNew |
$209K - $238K
|
1.06K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.04K+ 33.03% |
$205K - $234K
|
4.19K
$1.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
1KNew |
$197K - $224K
|
1K
$335K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
979New |
$193K - $220K
|
979
$328K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
979New |
$193K - $220K
|
979
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
979New |
$193K - $220K
|
979
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
974New |
$192K - $219K
|
974
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
955+ 3.22% |
$188K - $214K
|
30.6K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
952New |
$187K - $214K
|
952
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
667+ 1.83% |
$131K - $150K
|
37K
$12.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$98.5K - $112K
|
500
$168K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
478+ 35.54% |
$94.1K - $107K
|
1.82K
$611K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
417+ 19.52% |
$82.1K - $93.6K
|
2.55K
$855K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
413New |
$81.3K - $92.7K
|
413
$138K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$59.1K - $67.3K
|
300
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
266New |
$52.4K - $59.7K
|
266
$89.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$46.3K - $52.8K
|
235
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
228+ 10.88% |
$44.9K - $51.2K
|
2.32K
$778K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
178+ 10.47% |
$35.1K - $40K
|
1.88K
$629K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
177New |
$34.9K - $39.7K
|
177
$59.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
173+ 15.99% |
$34.1K - $38.8K
|
1.26K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
163New |
$32.1K - $36.6K
|
163
$54.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
159New |
$31.3K - $35.7K
|
159
$53.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
123New |
$24.2K - $27.6K
|
123
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
82+ 5.1% |
$16.1K - $18.4K
|
1.69K
$566K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
81New |
$16K - $18.2K
|
81
$27.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
81New |
$16K - $18.2K
|
81
$27.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 60.55% |
$13K - $14.8K
|
175
$58.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
56+ 4.8% |
$11K - $12.6K
|
1.22K
$409K
|