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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
73+ 10.08% |
$19.9K - $24.8K
|
797
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
73+ 1.11% |
$19.9K - $24.8K
|
6.64K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
73+ 6.23% |
$19.9K - $24.8K
|
1.25K
$450K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
67+ 0.14% |
$18.2K - $22.8K
|
48.7K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
66+ 0.66% |
$18K - $22.4K
|
10.1K
$3.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 3.27% |
$17.7K - $22.1K
|
2.05K
$743K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
64New |
$17.4K - $21.7K
|
64
$23.1K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63+ 0.38% |
$17.2K - $21.4K
|
16.7K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
61+ 3.68% |
$16.6K - $20.7K
|
1.72K
$621K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
60+ 6.32% |
$16.3K - $20.4K
|
1.01K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
BUY
|
- |
59+ 15.21% |
$16.1K - $20K
|
447
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
57+ 6.46% |
$15.5K - $19.4K
|
939
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
55New |
$15K - $18.7K
|
55
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 19.35% |
$14.7K - $18.3K
|
333
$120K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
54+ 0.78% |
$14.7K - $18.3K
|
6.94K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
54+ 0.02% |
$14.7K - $18.3K
|
304K
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
53+ 2.32% |
$14.4K - $18K
|
2.33K
$843K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
53+ 42.4% |
$14.4K - $18K
|
178
$64.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 10.81% |
$14.2K - $17.7K
|
533
$193K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
51+ 3.07% |
$13.9K - $17.3K
|
1.71K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
50+ 0.56% |
$13.6K - $17K
|
8.95K
$3.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50+ 1.35% |
$13.6K - $17K
|
3.76K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
50+ 0.55% |
$13.6K - $17K
|
9.06K
$3.28M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
49+ 7.41% |
$13.3K - $16.6K
|
710
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
46+ 2.82% |
$12.5K - $15.6K
|
1.68K
$607K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 1.79% |
$11.7K - $14.6K
|
2.44K
$882K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
43+ 0.31% |
$11.7K - $14.6K
|
14K
$5.07M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42+ 7.36% |
$11.4K - $14.3K
|
613
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
41+ 1.05% |
$11.2K - $13.9K
|
3.96K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
39+ 0.25% |
$10.6K - $13.2K
|
15.5K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 75.0% |
$10.6K - $13.2K
|
91
$32.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 10.51% |
$10.1K - $12.6K
|
389
$141K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36+ 0.89% |
$9.8K - $12.2K
|
4.07K
$1.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36+ 1.4% |
$9.8K - $12.2K
|
2.61K
$942K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
36+ 0.24% |
$9.8K - $12.2K
|
15K
$5.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
35+ 4.96% |
$9.53K - $11.9K
|
741
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
35+ 0.22% |
$9.53K - $11.9K
|
15.8K
$5.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35+ 3.51% |
$9.53K - $11.9K
|
1.03K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
35+ 1.57% |
$9.53K - $11.9K
|
2.26K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 0.77% |
$8.72K - $10.9K
|
4.19K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
30+ 8.0% |
$8.17K - $10.2K
|
405
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30+ 0.25% |
$8.17K - $10.2K
|
11.9K
$4.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 1.02% |
$8.17K - $10.2K
|
2.97K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
29New |
$7.9K - $9.85K
|
29
$10.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28+ 87.5% |
$7.63K - $9.51K
|
60
$21.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
28+ 0.56% |
$7.63K - $9.51K
|
5K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
26+ 1.2% |
$7.08K - $8.83K
|
2.19K
$791K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
26+ 0.25% |
$7.08K - $8.83K
|
10.2K
$3.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26+ 1.21% |
$7.08K - $8.83K
|
2.18K
$787K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.25% |
$6.81K - $8.49K
|
9.96K
$3.6M
|