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 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.74K+ 172.79% |
$474K - $591K
|
2.75K
$993K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 111.55% |
$473K - $590K
|
3.3K
$1.19M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.73K+ 8.48% |
$472K - $589K
|
22.2K
$8.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.72K+ 10.92% |
$469K - $585K
|
17.5K
$6.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.72K+ 10.33% |
$468K - $583K
|
18.4K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.71KNew |
$464K - $579K
|
1.71K
$616K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.7KNew |
$462K - $576K
|
1.7K
$613K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.69K+ 12.82% |
$461K - $575K
|
14.9K
$5.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.68K+ 55.52% |
$457K - $570K
|
4.7K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 0.48% |
$452K - $564K
|
347K
$125M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.65K+ 97.4% |
$449K - $560K
|
3.34K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.64K+ 22.12% |
$445K - $555K
|
9.03K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.63KNew |
$443K - $552K
|
1.63K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.62KNew |
$441K - $550K
|
1.62K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$436K - $543K
|
1.6K
$578K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.6K+ 7.46% |
$436K - $543K
|
23K
$8.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.56KNew |
$425K - $529K
|
1.56K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.55K+ 7.69% |
$421K - $525K
|
21.7K
$7.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.55KNew |
$421K - $525K
|
1.55K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 49.98% |
$418K - $521K
|
4.6K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48KNew |
$403K - $502K
|
1.48K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.44K+ 4.02% |
$393K - $490K
|
37.4K
$13.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.43K+ 81.95% |
$388K - $484K
|
3.17K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.41K+ 9.66% |
$384K - $479K
|
16K
$5.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.4K+ 2.95% |
$380K - $474K
|
48.7K
$17.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.39K+ 13.38% |
$378K - $471K
|
11.8K
$4.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.39KNew |
$377K - $471K
|
1.39K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.37K+ 142.86% |
$373K - $465K
|
2.33K
$842K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.33KNew |
$363K - $452K
|
1.33K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.29K+ 3.42% |
$352K - $438K
|
39K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.28K+ 1171.56% |
$348K - $434K
|
1.39K
$501K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.27KNew |
$345K - $431K
|
1.27K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.26KNew |
$343K - $428K
|
1.26K
$455K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.21K+ 1.72% |
$328K - $410K
|
71.5K
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.19K+ 15.44% |
$325K - $405K
|
8.93K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.19K+ 177.35% |
$324K - $404K
|
1.86K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.17K+ 9.88% |
$320K - $399K
|
13.1K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.17KNew |
$319K - $397K
|
1.17K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 6.52% |
$319K - $397K
|
19.1K
$6.91M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.17K+ 67.83% |
$319K - $397K
|
2.9K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.17K+ 1.62% |
$318K - $397K
|
73.4K
$26.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 18.38% |
$318K - $397K
|
7.52K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 31.16% |
$312K - $389K
|
4.82K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 150.93% |
$309K - $385K
|
1.89K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.13K+ 4.63% |
$309K - $385K
|
25.6K
$9.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.13K+ 11.53% |
$307K - $383K
|
10.9K
$3.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.1K+ 5.28% |
$299K - $372K
|
21.9K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.09K+ 4.19% |
$297K - $370K
|
27.1K
$9.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.08KNew |
$294K - $367K
|
1.08K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 0.92% |
$290K - $362K
|
116K
$42.1M
|