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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.98K+ 57.87% |
$1.81M - $2.02M
|
16.3K
$5.55M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.19KNew |
$1.57M - $1.75M
|
5.19K
$1.77M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.76K+ 55.89% |
$1.44M - $1.61M
|
13.3K
$4.52M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.71K+ 4.01% |
$1.42M - $1.59M
|
122K
$41.5M
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 18.61% |
$1.36M - $1.52M
|
28.7K
$9.78M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.48K+ 241.27% |
$1.35M - $1.51M
|
6.33K
$2.16M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.44KNew |
$1.34M - $1.5M
|
4.44K
$1.51M
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.27K+ 4.13% |
$1.29M - $1.44M
|
108K
$36.6M
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
4.12K+ 489.54% |
$1.24M - $1.39M
|
4.96K
$1.69M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.65K+ 278.08% |
$1.1M - $1.23M
|
4.97K
$1.69M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.57K+ 81.94% |
$1.08M - $1.21M
|
7.93K
$2.7M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.56KNew |
$1.08M - $1.2M
|
3.56K
$1.21M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.55K+ 958.65% |
$1.07M - $1.2M
|
3.92K
$1.33M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.45K+ 87.83% |
$1.04M - $1.16M
|
7.38K
$2.51M
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
3.29K+ 4.24% |
$995K - $1.11M
|
81K
$27.6M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.21KNew |
$969K - $1.08M
|
3.21K
$1.09M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.13KNew |
$947K - $1.06M
|
3.13K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.09K+ 303.34% |
$934K - $1.04M
|
4.11K
$1.4M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.05KNew |
$923K - $1.03M
|
3.05K
$1.04M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.02K+ 1.04% |
$913K - $1.02M
|
292K
$99.5M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3KNew |
$906K - $1.01M
|
3K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 0.55% |
$848K - $947K
|
509K
$173M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73K+ 4.15% |
$825K - $921K
|
68.5K
$23.3M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.72K+ 781.9% |
$823K - $918K
|
3.07K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.68K+ 3.89% |
$810K - $904K
|
71.6K
$24.4M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.64K+ 14.9% |
$797K - $889K
|
20.3K
$6.92M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.6K+ 51.64% |
$786K - $877K
|
7.63K
$2.6M
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59K+ 36.38% |
$783K - $874K
|
9.71K
$3.3M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 66.09% |
$780K - $871K
|
6.48K
$2.21M
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
2.35KNew |
$711K - $794K
|
2.35K
$801K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 46.68% |
$679K - $758K
|
7.06K
$2.4M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.24K+ 5.73% |
$678K - $757K
|
41.4K
$14.1M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.17K+ 9.3% |
$656K - $733K
|
25.5K
$8.69M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.17K+ 17.51% |
$655K - $731K
|
14.5K
$4.95M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.15K+ 1.76% |
$651K - $726K
|
125K
$42.5M
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.09K+ 0.99% |
$632K - $705K
|
212K
$72.2M
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.06K+ 57.42% |
$624K - $696K
|
5.66K
$1.93M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.95KNew |
$589K - $658K
|
1.95K
$663K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 196.91% |
$578K - $645K
|
2.88K
$981K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 5.28% |
$566K - $632K
|
37.4K
$12.7M
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.83KNew |
$553K - $618K
|
1.83K
$623K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81KNew |
$547K - $611K
|
1.81K
$616K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.79K+ 0.31% |
$541K - $605K
|
582K
$198M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77KNew |
$534K - $596K
|
1.77K
$601K
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$594K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.74KNew |
$526K - $587K
|
1.74K
$592K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$512K - $571K
|
1.69K
$576K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$543K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 63.08% |
$482K - $538K
|
4.12K
$1.4M
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$471K - $526K
|
1.56K
$530K
|