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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4+ 0.11% |
$1.09K - $1.36K
|
3.49K
$1.19M
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4+ 0.25% |
$1.09K - $1.36K
|
1.63K
$556K
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.06% |
$817 - $1.02K
|
5.27K
$1.79M
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$545 - $679
|
1.65K
$563K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
2+ 0.4% |
$545 - $679
|
507
$173K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.12K
$722K
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.11% |
$545 - $679
|
1.85K
$631K
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2+ 0.09% |
$545 - $679
|
2.28K
$775K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.04% |
$545 - $679
|
5.01K
$1.7M
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $340
|
828
$282K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.07% |
$272 - $340
|
1.37K
$466K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.12% |
$272 - $340
|
820
$279K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1+ 0.13% |
$272 - $340
|
762
$259K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.1% |
$272 - $340
|
1.05K
$357K
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$272 - $340
|
5.55K
$1.89M
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
343KNew |
$104M - $116M
|
343K
$117M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
249K+ 26.64% |
$75.4M - $84.2M
|
1.19M
$404M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
243K+ 176.0% |
$73.6M - $82.1M
|
382K
$130M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
236K+ 30.44% |
$71.3M - $79.6M
|
1.01M
$344M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
149K+ 224.94% |
$45.1M - $50.3M
|
215K
$73.3M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
138K+ 95.45% |
$41.8M - $46.7M
|
283K
$96.4M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
90.6KNew |
$27.4M - $30.6M
|
90.6K
$30.8M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
88.4K+ 5.51% |
$26.7M - $29.9M
|
1.69M
$577M
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
88.4K+ 5.51% |
$26.7M - $29.9M
|
1.69M
$577M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
78K+ 81.35% |
$23.6M - $26.3M
|
174K
$59.2M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
77.5K+ 179.05% |
$23.4M - $26.2M
|
121K
$41.1M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67.7K+ 5.57% |
$20.5M - $22.9M
|
1.28M
$437M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
60K+ 5873.78% |
$18.1M - $20.3M
|
61.1K
$20.8M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
56.5K+ 86.8% |
$17.1M - $19.1M
|
122K
$41.4M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.4K+ 1.38% |
$17.1M - $19M
|
4.15M
$1.41B
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.5K+ 2.81% |
$15.6M - $17.4M
|
1.88M
$640M
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
49.2K+ 388.03% |
$14.9M - $16.6M
|
61.8K
$21.1M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
49K+ 187.79% |
$14.8M - $16.5M
|
75.1K
$25.6M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
47.2KNew |
$14.3M - $15.9M
|
47.2K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.5KNew |
$11M - $12.3M
|
36.5K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36K+ 1.34% |
$10.9M - $12.2M
|
2.72M
$925M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
35.1K+ 6.15% |
$10.6M - $11.8M
|
606K
$206M
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.3K+ 61.13% |
$10.1M - $11.2M
|
87.7K
$29.8M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
31.3K+ 21.59% |
$9.47M - $10.6M
|
176K
$60M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
31K+ 2.33% |
$9.38M - $10.5M
|
1.36M
$463M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
30.1KNew |
$9.1M - $10.2M
|
30.1K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 1.92% |
$8.77M - $9.79M
|
1.54M
$524M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.4K+ 193.8% |
$8.58M - $9.57M
|
43K
$14.6M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.1K+ 0.28% |
$8.51M - $9.5M
|
10.2M
$3.49B
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.3KNew |
$8.26M - $9.22M
|
27.3K
$9.3M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.1K+ 2.02% |
$7.58M - $8.47M
|
1.27M
$432M
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
BUY
|
- |
23.4K+ 12.45% |
$7.09M - $7.91M
|
212K
$72.1M
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
22KNew |
$6.64M - $7.41M
|
22K
$7.48M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
20.1KNew |
$6.09M - $6.8M
|
20.1K
$6.86M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 13.06% |
$6.06M - $6.76M
|
173K
$59M
|