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 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49New |
$9.65K - $11K
|
49
$16.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
11New |
$2.17K - $2.47K
|
11
$3.69K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
10+ 0.92% |
$1.97K - $2.24K
|
1.09K
$366K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.34% |
$788 - $898
|
1.17K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2+ 0.1% |
$394 - $449
|
1.92K
$642K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
95.3K+ 49.67% |
$18.8M - $22.6M
|
287K
$96.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
20.3KNew |
$4.01M - $4.83M
|
20.3K
$6.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7.77KNew |
$1.53M - $1.85M
|
7.77K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.57KNew |
$1.3M - $1.56M
|
6.57K
$2.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.52K+ 12.76% |
$1.09M - $1.31M
|
48.8K
$16.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.36K+ 99.48% |
$1.06M - $1.27M
|
10.8K
$3.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5.26K+ 0.81% |
$1.04M - $1.25M
|
658K
$221M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.07KNew |
$999K - $1.2M
|
5.07K
$1.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
2.35KNew |
$464K - $558K
|
2.35K
$787K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.5KNew |
$295K - $355K
|
1.5K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
780+ 3.73% |
$154K - $185K
|
21.7K
$7.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$121K - $146K
|
613
$205K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
400+ 66.67% |
$78.9K - $95.1K
|
1K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
115+ 7.16% |
$22.7K - $27.3K
|
1.72K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
75+ 6.45% |
$14.8K - $17.8K
|
1.24K
$415K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
56New |
$11.1K - $13.3K
|
56
$18.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$8.68K - $10.5K
|
44
$14.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
38New |
$7.5K - $9.03K
|
38
$12.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
14New |
$2.76K - $3.33K
|
14
$4.69K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 12.07% |
$2.76K - $3.33K
|
130
$43.6K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
22.6KNew |
$4.55M - $5.73M
|
22.6K
$7.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
12.7KNew |
$2.55M - $3.21M
|
12.7K
$4.25M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
11.7KNew |
$2.35M - $2.96M
|
11.7K
$3.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
8.83K+ 4.96% |
$1.77M - $2.23M
|
187K
$62.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.12KNew |
$627K - $790K
|
3.12K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Cpmg Inc
Dallas, TX |
BUY
|
- |
2.87KNew |
$577K - $727K
|
2.87K
$962K
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.3KNew |
$462K - $582K
|
2.3K
$771K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.14KNew |
$430K - $541K
|
2.14K
$716K
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
1.86KNew |
$373K - $470K
|
1.86K
$621K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.72K+ 9.07% |
$345K - $435K
|
20.6K
$6.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.36KNew |
$273K - $344K
|
1.36K
$455K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
845+ 17.66% |
$170K - $214K
|
5.63K
$1.89M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
668+ 9.85% |
$134K - $169K
|
7.45K
$2.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
642+ 23.51% |
$129K - $163K
|
3.37K
$1.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
494New |
$99.3K - $125K
|
494
$165K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
233+ 45.42% |
$46.8K - $59K
|
746
$250K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
170New |
$34.2K - $43K
|
170
$57K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
148New |
$29.8K - $37.5K
|
148
$49.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
124+ 7.53% |
$24.9K - $31.4K
|
1.77K
$593K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
48+ 0.29% |
$9.65K - $12.2K
|
16.3K
$5.47M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
44+ 122.22% |
$8.85K - $11.1K
|
80
$26.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18New |
$3.62K - $4.56K
|
18
$6.03K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$1.01K - $1.27K
|
3.38K
$1.13M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
68KNew |
$15.7M - $18.1M
|
68K
$22.8M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.4KNew |
$784K - $905K
|
3.4K
$1.14M
|
|