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 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
324+ 35.64% |
$97.9K - $109K
|
1.23K
$420K
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
318+ 4.41% |
$96.1K - $107K
|
7.53K
$2.56M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
314New |
$94.9K - $106K
|
314
$107K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
313New |
$94.6K - $106K
|
313
$107K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
311+ 8.09% |
$94K - $105K
|
4.16K
$1.41M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
310+ 2.75% |
$93.7K - $105K
|
11.6K
$3.95M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
300+ 9.03% |
$90.7K - $101K
|
3.62K
$1.23M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
290+ 4.79% |
$87.7K - $97.9K
|
6.35K
$2.16M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
280+ 2.19% |
$84.6K - $94.5K
|
13.1K
$4.45M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
274+ 0.64% |
$82.8K - $92.5K
|
43.4K
$14.8M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
265+ 18.66% |
$80.1K - $89.4K
|
1.69K
$574K
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
260+ 21.24% |
$78.6K - $87.8K
|
1.48K
$505K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
246+ 5.38% |
$74.4K - $83K
|
4.82K
$1.64M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
243+ 24.42% |
$73.5K - $82K
|
1.24K
$421K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
236+ 18.82% |
$71.3K - $79.7K
|
1.49K
$507K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
235+ 10.05% |
$71K - $79.3K
|
2.57K
$876K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
231+ 5.34% |
$69.8K - $78K
|
4.56K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
227+ 18.52% |
$68.6K - $76.6K
|
1.45K
$495K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
226+ 1.24% |
$68.3K - $76.3K
|
18.4K
$6.28M
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
224+ 30.48% |
$67.7K - $75.6K
|
959
$326K
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
216+ 9.8% |
$65.3K - $72.9K
|
2.42K
$824K
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
215+ 10.56% |
$65K - $72.6K
|
2.25K
$766K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
215+ 154.68% |
$65K - $72.6K
|
354
$121K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
210+ 4.79% |
$63.5K - $70.9K
|
4.6K
$1.56M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
210+ 0.81% |
$63.5K - $70.9K
|
26.2K
$8.9M
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
197New |
$59.6K - $66.5K
|
197
$67.1K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
175+ 0.44% |
$52.9K - $59.1K
|
39.9K
$13.6M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
174+ 4.4% |
$52.6K - $58.7K
|
4.13K
$1.41M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
173+ 8.43% |
$52.3K - $58.4K
|
2.22K
$757K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
168+ 6.67% |
$50.8K - $56.7K
|
2.69K
$915K
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
163+ 14.32% |
$49.3K - $55K
|
1.3K
$443K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
158+ 26.69% |
$47.8K - $53.3K
|
750
$255K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
154+ 1.54% |
$46.6K - $52K
|
10.1K
$3.45M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
151+ 12.59% |
$45.6K - $51K
|
1.35K
$460K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
151+ 0.47% |
$45.6K - $51K
|
32.1K
$10.9M
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
148New |
$44.7K - $50K
|
148
$50.4K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
146+ 1.06% |
$44.1K - $49.3K
|
13.9K
$4.72M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
143+ 55.0% |
$43.2K - $48.3K
|
403
$137K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
140+ 0.18% |
$42.3K - $47.3K
|
79.3K
$27M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
140+ 24.05% |
$42.3K - $47.3K
|
722
$246K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.08% |
$41.1K - $45.9K
|
166K
$56.5M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
130+ 4.35% |
$39.3K - $43.9K
|
3.12K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
128New |
$38.7K - $43.2K
|
128
$43.6K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
123+ 2.93% |
$37.2K - $41.5K
|
4.32K
$1.47M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123+ 11.41% |
$37.2K - $41.5K
|
1.2K
$409K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
121+ 19.18% |
$36.6K - $40.8K
|
752
$256K
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
118New |
$35.7K - $39.8K
|
118
$40.2K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 1.74% |
$35.4K - $39.5K
|
6.84K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$35.1K - $39.2K
|
116
$39.5K
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.65% |
$34.8K - $38.8K
|
3.27K
$1.11M
|