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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
136+ 0.08% |
$41.1K - $45.9K
|
166K
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
130+ 4.35% |
$39.3K - $43.9K
|
3.12K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
128New |
$38.7K - $43.2K
|
128
$44.2K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
123+ 2.93% |
$37.2K - $41.5K
|
4.32K
$1.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123+ 11.41% |
$37.2K - $41.5K
|
1.2K
$415K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
118New |
$35.7K - $39.8K
|
118
$40.8K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117+ 1.74% |
$35.4K - $39.5K
|
6.84K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
116New |
$35.1K - $39.2K
|
116
$40.1K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
115+ 3.65% |
$34.8K - $38.8K
|
3.27K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
111+ 209.43% |
$33.6K - $37.5K
|
164
$56.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
111+ 40.07% |
$33.6K - $37.5K
|
388
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
110+ 1.17% |
$33.3K - $37.1K
|
9.49K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
109New |
$33K - $36.8K
|
109
$37.7K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100+ 588.24% |
$30.2K - $33.8K
|
117
$40.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
100+ 0.12% |
$30.2K - $33.8K
|
86.5K
$29.9M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
99New |
$29.9K - $33.4K
|
99
$34.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
97+ 0.33% |
$29.3K - $32.7K
|
29.9K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
95+ 2.1% |
$28.7K - $32.1K
|
4.62K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95+ 0.23% |
$28.7K - $32.1K
|
42.3K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
90New |
$27.2K - $30.4K
|
90
$31.1K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
82+ 6.46% |
$24.8K - $27.7K
|
1.35K
$467K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
82New |
$24.8K - $27.7K
|
82
$28.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
81+ 12.96% |
$24.5K - $27.3K
|
706
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
81+ 46.55% |
$24.5K - $27.3K
|
255
$88.1K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78+ 8.57% |
$23.6K - $26.3K
|
988
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
76New |
$23K - $25.7K
|
76
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
75New |
$22.7K - $25.3K
|
75
$25.9K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
74+ 8.01% |
$22.4K - $25K
|
998
$345K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
70+ 0.42% |
$21.2K - $23.6K
|
16.6K
$5.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
70+ 6.34% |
$21.2K - $23.6K
|
1.17K
$406K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
69+ 1.12% |
$20.9K - $23.3K
|
6.21K
$2.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
67+ 2.09% |
$20.3K - $22.6K
|
3.27K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
65+ 0.96% |
$19.7K - $21.9K
|
6.82K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
64+ 15.2% |
$19.3K - $21.6K
|
485
$168K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
63+ 3.97% |
$19K - $21.3K
|
1.65K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
59+ 0.42% |
$17.8K - $19.9K
|
13.9K
$4.82M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
56+ 0.15% |
$16.9K - $18.9K
|
38.7K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53New |
$16K - $17.9K
|
53
$18.3K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52New |
$15.7K - $17.6K
|
52
$18K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 0.74% |
$15.4K - $17.2K
|
6.98K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
51+ 0.46% |
$15.4K - $17.2K
|
11.2K
$3.86M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
49New |
$14.8K - $16.5K
|
49
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
47+ 2.26% |
$14.2K - $15.9K
|
2.13K
$735K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46+ 6.36% |
$13.9K - $15.5K
|
769
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
46New |
$13.9K - $15.5K
|
46
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
41+ 2.45% |
$12.4K - $13.8K
|
1.71K
$592K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
41+ 0.31% |
$12.4K - $13.8K
|
13.5K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
37New |
$11.2K - $12.5K
|
37
$12.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 2.77% |
$11.2K - $12.5K
|
1.37K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.21% |
$10.3K - $11.5K
|
16K
$5.53M
|