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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
233+ 45.42% |
$46.8K - $59K
|
746
$258K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
170New |
$34.2K - $43K
|
170
$58.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
148New |
$29.8K - $37.5K
|
148
$51.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
124+ 7.53% |
$24.9K - $31.4K
|
1.77K
$612K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
48+ 0.29% |
$9.65K - $12.2K
|
16.3K
$5.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18New |
$3.62K - $4.56K
|
18
$6.22K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$1.01K - $1.27K
|
3.38K
$1.17M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
68KNew |
$15.7M - $18.1M
|
68K
$23.5M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.4KNew |
$784K - $905K
|
3.4K
$1.18M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.26KNew |
$751K - $867K
|
3.26K
$1.13M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.84KNew |
$425K - $490K
|
1.84K
$637K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
1.3KNew |
$300K - $346K
|
1.3K
$449K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 43.23% |
$15.4K - $17.8K
|
222
$76.7K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
97.2KNew |
$23.5M - $25.9M
|
97.2K
$33.6M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.16KNew |
$762K - $840K
|
3.16K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.32KNew |
$561K - $618K
|
2.32K
$803K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$492K - $542K
|
2.04K
$704K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.77KNew |
$428K - $471K
|
1.77K
$613K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.09KNew |
$263K - $290K
|
1.09K
$376K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
867New |
$209K - $231K
|
867
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
750New |
$181K - $200K
|
750
$259K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
716New |
$173K - $190K
|
716
$247K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
556New |
$134K - $148K
|
556
$192K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
125New |
$30.2K - $33.3K
|
125
$43.2K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
60New |
$14.5K - $16K
|
60
$20.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
47New |
$11.3K - $12.5K
|
47
$16.2K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$3.54M - $3.78M
|
14.8K
$5.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
111New |
$26.6K - $28.4K
|
111
$38.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
32New |
$7.66K - $8.17K
|
32
$11.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$5.03K - $5.36K
|
21
$7.26K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
39KNew |
$8.84M - $9.45M
|
39K
$13.5M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.81KNew |
$409K - $437K
|
1.81K
$624K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
375New |
$84.9K - $90.8K
|
375
$130K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
235New |
$53.2K - $56.9K
|
235
$81.2K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.22K - $5.63K
|
25
$8.64K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
304New |
$55.6K - $64.4K
|
304
$105K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
116New |
$21.2K - $24.6K
|
116
$40.1K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10.3K+ 41.08% |
$1.78M - $2.05M
|
35.3K
$12.2M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.3KNew |
$225K - $259K
|
1.3K
$449K
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
1.1KNew |
$190K - $219K
|
1.1K
$379K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
2.82KNew |
$382K - $508K
|
2.82K
$976K
|
|
|
Aug 14, 2020
Q2 2020
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.2KNew |
$162K - $216K
|
1.2K
$415K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12+ 0.54% |
$1.48K - $2.26K
|
2.24K
$776K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$31.9K - $35.8K
|
200
$69.1K
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
37New |
$5.91K - $6.62K
|
37
$12.8K
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
30New |
$4.79K - $5.37K
|
30
$10.4K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.69KNew |
$277K - $282K
|
1.69K
$584K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
41+ 4100.0% |
N/A
|
42
$14.5K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$6.79M
|
|
| Q4 2018 | |||||||
|
May 14, 2025
Q4 2018
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$1.07M
|
|