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 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
435New |
$118K - $148K
|
435
$157K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
431+ 0.48% |
$117K - $146K
|
91K
$32.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
425+ 11.28% |
$116K - $144K
|
4.19K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
402New |
$109K - $137K
|
402
$145K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
393+ 24.18% |
$107K - $133K
|
2.02K
$729K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
391+ 12.43% |
$106K - $133K
|
3.54K
$1.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
386+ 25.92% |
$105K - $131K
|
1.88K
$678K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
382+ 0.45% |
$104K - $130K
|
86K
$31.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
377+ 2.8% |
$103K - $128K
|
13.8K
$5M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
359+ 2.86% |
$97.8K - $122K
|
12.9K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
357+ 28.22% |
$97.2K - $121K
|
1.62K
$586K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
356+ 1.68% |
$97K - $121K
|
21.6K
$7.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
348+ 17.52% |
$94.8K - $118K
|
2.33K
$844K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
341+ 1.9% |
$92.9K - $116K
|
18.3K
$6.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
337+ 0.66% |
$91.8K - $114K
|
51.3K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
336+ 5.2% |
$91.5K - $114K
|
6.8K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
326+ 0.27% |
$88.8K - $111K
|
122K
$44.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
325+ 33.2% |
$88.5K - $110K
|
1.3K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
324+ 21.25% |
$88.2K - $110K
|
1.85K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
321+ 19.48% |
$87.4K - $109K
|
1.97K
$712K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
321+ 6.47% |
$87.4K - $109K
|
5.28K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
319+ 32.29% |
$86.9K - $108K
|
1.31K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
313+ 11.84% |
$85.2K - $106K
|
2.96K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
309+ 16.19% |
$84.2K - $105K
|
2.22K
$802K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
309+ 18.0% |
$84.2K - $105K
|
2.03K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 6.77% |
$83.6K - $104K
|
4.84K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
298+ 2.29% |
$81.2K - $101K
|
13.3K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
287New |
$78.2K - $97.5K
|
287
$104K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
285New |
$77.6K - $96.8K
|
285
$103K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
280+ 2.75% |
$76.3K - $95.1K
|
10.5K
$3.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
277+ 0.79% |
$75.4K - $94.1K
|
35.3K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
266+ 9.58% |
$72.4K - $90.3K
|
3.04K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
262+ 40.12% |
$71.4K - $89K
|
915
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256+ 3.29% |
$69.7K - $86.9K
|
8.04K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
248+ 2.23% |
$67.5K - $84.2K
|
11.4K
$4.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
242+ 9.62% |
$65.9K - $82.2K
|
2.76K
$997K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
242+ 0.3% |
$65.9K - $82.2K
|
81.9K
$29.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
236+ 4.74% |
$64.3K - $80.1K
|
5.21K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
232New |
$63.2K - $78.8K
|
232
$83.9K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
229+ 1.81% |
$62.4K - $77.8K
|
12.9K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
228+ 2.24% |
$62.1K - $77.4K
|
10.4K
$3.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
225+ 193.97% |
$61.3K - $76.4K
|
341
$123K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
224+ 19.0% |
$61K - $76.1K
|
1.4K
$507K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
223+ 26.67% |
$60.7K - $75.7K
|
1.06K
$383K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
222+ 17.02% |
$60.5K - $75.4K
|
1.53K
$552K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 1.27% |
$59.1K - $73.7K
|
17.3K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
216+ 16.18% |
$58.8K - $73.3K
|
1.55K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
215+ 32.58% |
$58.6K - $73K
|
875
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
215New |
$58.6K - $73K
|
215
$77.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
209New |
$56.9K - $71K
|
209
$75.6K
|