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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 6.37% |
$14.8K - $16.5K
|
720
$260K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-44- 1.25% |
$13.3K - $14.9K
|
3.46K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 3.06% |
$10.6K - $11.8K
|
1.11K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 4.99% |
$10.3K - $11.5K
|
647
$234K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 3.6% |
$9.98K - $11.1K
|
883
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 1.44% |
$9.67K - $10.8K
|
2.19K
$793K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 11.67% |
$9.07K - $10.1K
|
227
$82.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-27- 9.68% |
$8.16K - $9.11K
|
252
$91.1K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-26- 3.02% |
$7.86K - $8.78K
|
836
$302K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 3.72% |
$7.86K - $8.78K
|
673
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-23- 3.26% |
$6.95K - $7.76K
|
682
$247K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 0.12% |
$6.35K - $7.09K
|
17.2K
$6.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 21.88% |
$4.23K - $4.73K
|
50
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 0.25% |
$3.93K - $4.39K
|
5.14K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.36% |
$3.02K - $3.38K
|
2.75K
$994K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.88% |
$2.72K - $3.04K
|
1.01K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-8- 0.03% |
$2.42K - $2.7K
|
26.7K
$9.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8- 0.53% |
$2.42K - $2.7K
|
1.49K
$539K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.23% |
$1.81K - $2.03K
|
2.63K
$950K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5- 0.24% |
$1.51K - $1.69K
|
2.11K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$1.51K - $1.69K
|
37.8K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4- 1.08% |
$1.21K - $1.35K
|
368
$133K
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-2- 0.2% |
$605 - $675
|
984
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$302 - $338
|
657
$237K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 0.63% |
$302 - $338
|
157
$56.8K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-603K- 99.68% |
$188M - $202M
|
1.92K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-479K- 99.69% |
$149M - $161M
|
1.49K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.13K- 3.25% |
$1.59M - $1.72M
|
153K
$55.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.72K- 5.99% |
$1.16M - $1.25M
|
58.4K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2K- 40.0% |
$622K - $671K
|
3K
$1.08M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 1.67% |
$415K - $448K
|
78.7K
$28.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-989- 60.64% |
$308K - $332K
|
642
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-651- 1.23% |
$203K - $219K
|
52.3K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-572- 31.15% |
$178K - $192K
|
1.26K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
SELL
|
- |
-449- 22.51% |
$140K - $151K
|
1.55K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-409- 5.14% |
$127K - $137K
|
7.54K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-302- 24.77% |
$94K - $101K
|
917
$331K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-259- 5.71% |
$80.6K - $86.9K
|
4.28K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 9.69% |
$62.2K - $67.1K
|
1.87K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-200- 21.74% |
$62.2K - $67.1K
|
720
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-197- 2.12% |
$61.3K - $66.1K
|
9.08K
$3.28M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-196- 11.53% |
$61K - $65.8K
|
1.5K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-160- 2.02% |
$49.8K - $53.7K
|
7.76K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-145- 7.83% |
$45.1K - $48.7K
|
1.71K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-134- 17.01% |
$41.7K - $45K
|
654
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-133- 31.44% |
$41.4K - $44.6K
|
290
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 2.57% |
$31.7K - $34.2K
|
3.87K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 25.58% |
$31.1K - $33.6K
|
291
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-83- 1.2% |
$25.8K - $27.9K
|
6.86K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-82- 10.1% |
$25.5K - $27.5K
|
730
$264K
|
|