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 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
1.05KNew |
$286K - $356K
|
1.05K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.05KNew |
$285K - $356K
|
1.05K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.05KNew |
$285K - $356K
|
1.05K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.05K+ 0.88% |
$285K - $356K
|
120K
$43.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
999+ 73.84% |
$272K - $339K
|
2.35K
$850K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
993New |
$270K - $337K
|
993
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
992New |
$270K - $337K
|
992
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
990New |
$270K - $336K
|
990
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
984+ 0.81% |
$268K - $334K
|
123K
$44.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
982New |
$267K - $333K
|
982
$355K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
969+ 20.12% |
$264K - $329K
|
5.79K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
959+ 17.79% |
$261K - $326K
|
6.35K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
958+ 28.62% |
$261K - $325K
|
4.31K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
952+ 7.99% |
$259K - $323K
|
12.9K
$4.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
950New |
$259K - $323K
|
950
$343K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
934New |
$254K - $317K
|
934
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
931+ 5.76% |
$254K - $316K
|
17.1K
$6.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
914+ 22.13% |
$249K - $310K
|
5.05K
$1.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
908+ 16.05% |
$247K - $308K
|
6.56K
$2.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
908+ 23.55% |
$247K - $308K
|
4.76K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
908+ 23.55% |
$247K - $308K
|
4.76K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
904New |
$246K - $307K
|
904
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
893New |
$243K - $303K
|
893
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
881+ 10.79% |
$240K - $299K
|
9.05K
$3.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
872New |
$237K - $296K
|
872
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
869+ 12.25% |
$237K - $295K
|
7.96K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
863+ 37.93% |
$235K - $293K
|
3.14K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
847+ 7.89% |
$231K - $288K
|
11.6K
$4.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
830+ 27.84% |
$226K - $282K
|
3.81K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
816New |
$222K - $277K
|
816
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
814New |
$222K - $276K
|
814
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
791+ 2.87% |
$215K - $269K
|
28.4K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
779New |
$212K - $265K
|
779
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
750New |
$204K - $255K
|
750
$271K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
747New |
$203K - $254K
|
747
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
745New |
$203K - $253K
|
745
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
745+ 37.27% |
$203K - $253K
|
2.74K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
742New |
$202K - $252K
|
742
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
728+ 23.34% |
$198K - $247K
|
3.85K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724New |
$197K - $246K
|
724
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
721+ 88.25% |
$196K - $245K
|
1.54K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
720+ 38.22% |
$196K - $244K
|
2.6K
$941K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
692New |
$188K - $235K
|
692
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
687New |
$187K - $233K
|
687
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
681New |
$185K - $231K
|
681
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
680+ 16.55% |
$185K - $231K
|
4.79K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
673New |
$183K - $229K
|
673
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
672New |
$183K - $228K
|
672
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
658New |
$179K - $223K
|
658
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
657New |
$179K - $223K
|
657
$237K
|