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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
750New |
$181K - $200K
|
750
$271K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
716New |
$173K - $190K
|
716
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
556New |
$134K - $148K
|
556
$201K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
60New |
$14.5K - $16K
|
60
$21.7K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
47New |
$11.3K - $12.5K
|
47
$17K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
14.8KNew |
$3.54M - $3.78M
|
14.8K
$5.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
111New |
$26.6K - $28.4K
|
111
$40.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$5.03K - $5.36K
|
21
$7.59K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
39KNew |
$8.84M - $9.45M
|
39K
$14.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
1.81KNew |
$409K - $437K
|
1.81K
$653K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
375New |
$84.9K - $90.8K
|
375
$136K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
235New |
$53.2K - $56.9K
|
235
$85K
|
|
| Q1 2021 | |||||||
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.22K - $5.63K
|
25
$9.04K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
304New |
$55.6K - $64.4K
|
304
$110K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
116New |
$21.2K - $24.6K
|
116
$41.9K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10.3K+ 41.08% |
$1.78M - $2.05M
|
35.3K
$12.8M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.3KNew |
$225K - $259K
|
1.3K
$470K
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
BUY
|
- |
1.1KNew |
$190K - $219K
|
1.1K
$397K
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
2.82KNew |
$382K - $508K
|
2.82K
$1.02M
|
|
|
Aug 14, 2020
Q2 2020
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.2KNew |
$162K - $216K
|
1.2K
$434K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12+ 0.54% |
$1.48K - $2.26K
|
2.24K
$811K
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Mai Capital Management
|
BUY
|
PUT |
200New |
$31.9K - $35.8K
|
200
$72.3K
|
|
|
Feb 11, 2021
Q4 2019
|
Iag Wealth Partners, LLC
|
BUY
|
- |
37New |
$5.91K - $6.62K
|
37
$13.4K
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
30New |
$4.79K - $5.37K
|
30
$10.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.69KNew |
$277K - $282K
|
1.69K
$611K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
41+ 4100.0% |
N/A
|
42
$15.2K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$7.1M
|
|
| Q4 2018 | |||||||
|
May 14, 2025
Q4 2018
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$1.12M
|
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
430New |
N/A
|
430
$155K
|
|
|
Feb 19, 2019
Q4 2018
|
Executive Wealth Management, LLC
|
BUY
|
- |
358New |
N/A
|
358
$129K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
267New |
N/A
|
267
$96.5K
|
|
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
86New |
N/A
|
86
$31.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$4.35M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$477K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
213New |
N/A
|
213
$77K
|
|
|
Jul 13, 2023
Q3 2018
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
200New |
N/A
|
200
$72.3K
|
|
| Q2 2018 | |||||||
|
Aug 06, 2018
Q2 2018
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$1.51M
|
|
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
153New |
N/A
|
153
$55.3K
|
|
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
66+ 12.62% |
N/A
|
589
$213K
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.54KNew |
N/A
|
1.54K
$555K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Brown Advisory Inc
|
BUY
|
PUT |
3.2KNew |
N/A
|
3.2K
$1.16M
|
|
|
Feb 14, 2018
Q4 2017
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.04KNew |
N/A
|
2.04K
$737K
|
|
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.05KNew |
N/A
|
1.05K
$379K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
286New |
N/A
|
286
$103K
|
|
|
Nov 06, 2017
Q3 2017
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
66New |
N/A
|
66
$23.9K
|
|