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 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.89K+ 2.1% |
$1.06M - $1.32M
|
189K
$68.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.74K+ 137.34% |
$1.02M - $1.27M
|
6.47K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$1.01M - $1.26M
|
3.71K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.7K+ 70.7% |
$1.01M - $1.26M
|
8.94K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.66K+ 36.23% |
$997K - $1.24M
|
13.8K
$4.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.38K+ 5.63% |
$919K - $1.15M
|
63.3K
$22.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.37KNew |
$919K - $1.15M
|
3.37K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.29K+ 1.9% |
$897K - $1.12M
|
177K
$63.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.27KNew |
$891K - $1.11M
|
3.27K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.23K+ 57.24% |
$880K - $1.1M
|
8.88K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.23K+ 34.74% |
$879K - $1.1M
|
12.5K
$4.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.19KNew |
$868K - $1.08M
|
3.19K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.18KNew |
$865K - $1.08M
|
3.18K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
3.09K+ 4.25% |
$841K - $1.05M
|
75.7K
$27.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
2.98K+ 4.03% |
$811K - $1.01M
|
76.8K
$27.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.84KNew |
$774K - $965K
|
2.84K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.76K+ 4.02% |
$750K - $936K
|
71.2K
$25.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.75K+ 23.43% |
$749K - $933K
|
14.5K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.68KNew |
$730K - $910K
|
2.68K
$969K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 11.15% |
$728K - $907K
|
26.6K
$9.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.63K+ 148.34% |
$716K - $893K
|
4.4K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.62K+ 55.71% |
$715K - $891K
|
7.33K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.53K+ 3.37% |
$689K - $859K
|
77.6K
$28M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$681K - $849K
|
2.5K
$904K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.48KNew |
$676K - $843K
|
2.48K
$898K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.41KNew |
$657K - $819K
|
2.41K
$872K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 127.02% |
$650K - $811K
|
4.27K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.38K+ 22.27% |
$647K - $806K
|
13K
$4.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 251.49% |
$645K - $804K
|
3.31K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.37KNew |
$644K - $803K
|
2.37K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.33KNew |
$635K - $791K
|
2.33K
$842K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.31K+ 63.85% |
$630K - $786K
|
5.94K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 5.47% |
$608K - $759K
|
43.1K
$15.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.13KNew |
$579K - $722K
|
2.13K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
2.12KNew |
$577K - $719K
|
2.12K
$765K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.04K+ 1.17% |
$556K - $693K
|
176K
$63.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03KNew |
$553K - $689K
|
2.03K
$733K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03K+ 12.66% |
$552K - $688K
|
18K
$6.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.98KNew |
$538K - $671K
|
1.98K
$714K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.96KNew |
$533K - $665K
|
1.96K
$707K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1.92K+ 4.62% |
$522K - $650K
|
43.4K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.91K+ 51.02% |
$520K - $648K
|
5.65K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.9K+ 135.23% |
$517K - $645K
|
3.31K
$1.19M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.89KNew |
$514K - $641K
|
1.89K
$682K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.86KNew |
$507K - $632K
|
1.86K
$672K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.85K+ 3.53% |
$503K - $628K
|
54.2K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 97.23% |
$497K - $619K
|
3.7K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.82K+ 5.74% |
$495K - $617K
|
33.5K
$12.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.77K+ 28.59% |
$483K - $602K
|
7.97K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.76K+ 2.01% |
$480K - $598K
|
89.4K
$32.3M
|