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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.26KNew |
$751K - $867K
|
3.26K
$1.08M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.84KNew |
$425K - $490K
|
1.84K
$613K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
1.3KNew |
$300K - $346K
|
1.3K
$432K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 43.23% |
$15.4K - $17.8K
|
222
$73.8K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
97.2KNew |
$23.5M - $25.9M
|
97.2K
$32.3M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.16KNew |
$762K - $840K
|
3.16K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.32KNew |
$561K - $618K
|
2.32K
$772K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$492K - $542K
|
2.04K
$677K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.77KNew |
$428K - $471K
|
1.77K
$589K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.09KNew |
$263K - $290K
|
1.09K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
867New |
$209K - $231K
|
867
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
750New |
$181K - $200K
|
750
$249K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
716New |
$173K - $190K
|
716
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
556New |
$134K - $148K
|
556
$185K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
125New |
$30.2K - $33.3K
|
125
$41.5K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
60New |
$14.5K - $16K
|
60
$19.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
47New |
$11.3K - $12.5K
|
47
$15.6K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$3.54M - $3.78M
|
14.8K
$4.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
111New |
$26.6K - $28.4K
|
111
$36.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
32New |
$7.66K - $8.17K
|
32
$10.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$5.03K - $5.36K
|
21
$6.98K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
39KNew |
$8.84M - $9.45M
|
39K
$13M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.81KNew |
$409K - $437K
|
1.81K
$600K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
375New |
$84.9K - $90.8K
|
375
$125K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
235New |
$53.2K - $56.9K
|
235
$78.1K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.22K - $5.63K
|
25
$8.31K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
304New |
$55.6K - $64.4K
|
304
$101K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
116New |
$21.2K - $24.6K
|
116
$38.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10.3K+ 41.08% |
$1.78M - $2.05M
|
35.3K
$11.7M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.3KNew |
$225K - $259K
|
1.3K
$432K
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
1.1KNew |
$190K - $219K
|
1.1K
$365K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
2.82KNew |
$382K - $508K
|
2.82K
$939K
|
|
|
Aug 14, 2020
Q2 2020
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.2KNew |
$162K - $216K
|
1.2K
$399K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12+ 0.54% |
$1.48K - $2.26K
|
2.24K
$746K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$31.9K - $35.8K
|
200
$66.5K
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
37New |
$5.91K - $6.62K
|
37
$12.3K
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
30New |
$4.79K - $5.37K
|
30
$9.97K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.69KNew |
$277K - $282K
|
1.69K
$562K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
41+ 4100.0% |
N/A
|
42
$14K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$6.53M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
430New |
N/A
|
430
$143K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
358New |
N/A
|
358
$119K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
267New |
N/A
|
267
$88.7K
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
86New |
N/A
|
86
$28.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$4M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$438K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
213New |
N/A
|
213
$70.8K
|
|
|
Jul 13, 2023
Q3 2018
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
200New |
N/A
|
200
$66.5K
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$1.39M
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
153New |
N/A
|
153
$50.9K
|
|