Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-603K- 99.68% |
$188M - $202M
|
1.92K
$637K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-87.4K- 94.57% |
$27.2M - $29.3M
|
5.02K
$1.67M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.9K- 25.95% |
$8.07M - $8.71M
|
74K
$24.6M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-9.91K- 3.1% |
$3.08M - $3.33M
|
310K
$103M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.86K- 75.52% |
$3.07M - $3.31M
|
3.19K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.87K- 1.94% |
$2.45M - $2.64M
|
399K
$132M
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-6.37K- 1.66% |
$1.98M - $2.14M
|
378K
$125M
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-5.87K- 1.11% |
$1.83M - $1.97M
|
522K
$173M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.76K- 54.51% |
$1.79M - $1.93M
|
4.81K
$1.6M
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.13K- 3.25% |
$1.59M - $1.72M
|
153K
$50.7M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-4.24K- 2.37% |
$1.32M - $1.42M
|
175K
$58.1M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 7.64% |
$1.31M - $1.41M
|
50.8K
$16.9M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.97K- 3.07% |
$1.24M - $1.33M
|
125K
$41.6M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.9K- 0.5% |
$1.21M - $1.31M
|
778K
$258M
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-3.54K- 3.28% |
$1.1M - $1.19M
|
105K
$34.7M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.28K- 10.45% |
$1.02M - $1.1M
|
28.1K
$9.34M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-3.25K- 1.61% |
$1.01M - $1.09M
|
199K
$66.1M
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.23K- 2.62% |
$1M - $1.08M
|
120K
$39.9M
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.96K- 1.3% |
$922K - $995K
|
225K
$74.7M
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.69K- 23.66% |
$835K - $901K
|
8.66K
$2.88M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 2.83% |
$799K - $862K
|
88.1K
$29.2M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.12K- 11.23% |
$659K - $711K
|
16.7K
$5.56M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 5.74% |
$651K - $702K
|
34.3K
$11.4M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2K- 40.0% |
$622K - $671K
|
3K
$996K
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.8K- 5.31% |
$558K - $602K
|
32K
$10.6M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-1.69K- 76.56% |
$524K - $566K
|
516
$171K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 19.45% |
$510K - $550K
|
6.79K
$2.25M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.64K- 24.19% |
$509K - $549K
|
5.12K
$1.7M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 11.03% |
$492K - $530K
|
12.7K
$4.23M
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.53K- 0.66% |
$474K - $512K
|
229K
$76.2M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 0.92% |
$467K - $504K
|
162K
$53.8M
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.45K- 1.62% |
$451K - $487K
|
87.9K
$29.2M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.37K- 1.35% |
$427K - $461K
|
101K
$33.4M
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.35K- 2.84% |
$421K - $454K
|
46.4K
$15.4M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.34K- 0.53% |
$416K - $448K
|
250K
$83.1M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.32K- 15.64% |
$412K - $444K
|
7.14K
$2.37M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.16K- 4.16% |
$360K - $389K
|
26.7K
$8.85M
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.14K- 3.16% |
$354K - $382K
|
34.8K
$11.6M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.08K- 0.99% |
$336K - $363K
|
108K
$36M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 8.37% |
$334K - $360K
|
11.8K
$3.9M
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.07K- 24.27% |
$332K - $358K
|
3.33K
$1.11M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-992- 33.96% |
$309K - $333K
|
1.93K
$640K
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-980- 2.39% |
$305K - $329K
|
40K
$13.3M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-875- 3.19% |
$272K - $294K
|
26.6K
$8.83M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-782- 10.37% |
$243K - $262K
|
6.76K
$2.24M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-719- 11.83% |
$224K - $241K
|
5.36K
$1.78M
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-591- 6.54% |
$184K - $198K
|
8.44K
$2.8M
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-572- 6.61% |
$178K - $192K
|
8.08K
$2.68M
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-572- 31.15% |
$178K - $192K
|
1.26K
$420K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-567- 8.46% |
$176K - $190K
|
6.14K
$2.04M
|