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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.91K+ 196.91% |
$578K - $645K
|
2.88K
$997K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 5.28% |
$566K - $632K
|
37.4K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.83KNew |
$553K - $618K
|
1.83K
$633K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.81KNew |
$547K - $611K
|
1.81K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.79K+ 0.31% |
$541K - $605K
|
582K
$201M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.77KNew |
$534K - $596K
|
1.77K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
1.74KNew |
$527K - $589K
|
1.74K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.74KNew |
$526K - $587K
|
1.74K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.69KNew |
$512K - $571K
|
1.69K
$585K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.6KNew |
$482K - $539K
|
1.6K
$552K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 63.08% |
$482K - $538K
|
4.12K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$471K - $526K
|
1.56K
$539K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.52K+ 30.6% |
$459K - $512K
|
6.48K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.26% |
$457K - $510K
|
68.4K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.5KNew |
$453K - $506K
|
1.5K
$518K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.49KNew |
$452K - $504K
|
1.49K
$516K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.49K+ 45.19% |
$450K - $502K
|
4.78K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.48K+ 1.84% |
$447K - $499K
|
81.6K
$28.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.43K+ 291.26% |
$433K - $484K
|
1.93K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 26.21% |
$433K - $483K
|
6.89K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.4KNew |
$424K - $474K
|
1.4K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 4.06% |
$424K - $474K
|
36K
$12.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 145.17% |
$418K - $466K
|
2.33K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.28K+ 93.27% |
$386K - $431K
|
2.64K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 161.71% |
$372K - $415K
|
1.99K
$688K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.2K+ 51.24% |
$363K - $405K
|
3.54K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
BUY
|
- |
1.2K+ 60.57% |
$361K - $403K
|
3.17K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Fiduciary Counselling Inc
|
BUY
|
- |
1.19K+ 3.81% |
$360K - $402K
|
32.4K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
1.18K+ 1.43% |
$355K - $397K
|
83.5K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.17K+ 16.47% |
$353K - $394K
|
8.26K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.16K+ 135.51% |
$351K - $392K
|
2.02K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.16K+ 8.56% |
$349K - $390K
|
14.7K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.14K+ 291.33% |
$345K - $385K
|
1.53K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.14K+ 5.35% |
$344K - $384K
|
22.4K
$7.74M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 0.41% |
$343K - $383K
|
278K
$96.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.12KNew |
$339K - $378K
|
1.12K
$387K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.1K+ 31.81% |
$333K - $372K
|
4.57K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 157.29% |
$316K - $353K
|
1.71K
$591K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 8.98% |
$316K - $353K
|
12.7K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.04K+ 5.43% |
$313K - $350K
|
20.1K
$6.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.03KNew |
$312K - $349K
|
1.03K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.01KNew |
$304K - $339K
|
1.01K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
998+ 1.71% |
$302K - $337K
|
59.4K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
997New |
$301K - $337K
|
997
$345K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
993+ 0.87% |
$300K - $335K
|
115K
$39.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
984New |
$297K - $332K
|
984
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
957New |
$289K - $323K
|
957
$331K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
953+ 102.8% |
$288K - $322K
|
1.88K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
944+ 13.91% |
$285K - $319K
|
7.73K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
942New |
$285K - $318K
|
942
$326K
|