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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-85- 49.71% |
$24.1K - $26.7K
|
86
$29.7K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-81- 6.03% |
$22.9K - $25.5K
|
1.26K
$437K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 2.6% |
$19.3K - $21.4K
|
2.55K
$881K
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-65- 8.45% |
$18.4K - $20.4K
|
704
$243K
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-59- 6.39% |
$16.7K - $18.5K
|
865
$299K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 7.2% |
$14.2K - $15.7K
|
644
$223K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-50- 6.48% |
$14.2K - $15.7K
|
722
$250K
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-50- 0.71% |
$14.2K - $15.7K
|
6.98K
$2.41M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-50- 3.12% |
$14.2K - $15.7K
|
1.56K
$538K
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-44- 5.55% |
$12.5K - $13.8K
|
749
$259K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 0.42% |
$12.2K - $13.5K
|
10.2K
$3.52M
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-39- 2.06% |
$11K - $12.3K
|
1.86K
$642K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-35- 4.67% |
$9.91K - $11K
|
714
$247K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-27- 3.71% |
$7.65K - $8.49K
|
701
$242K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$230K
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-26- 3.76% |
$7.37K - $8.17K
|
666
$230K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-25- 1.25% |
$7.08K - $7.86K
|
1.98K
$684K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-24- 24.74% |
$6.8K - $7.55K
|
73
$25.2K
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 0.9% |
$4.82K - $5.34K
|
1.88K
$650K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-16- 8.6% |
$4.53K - $5.03K
|
170
$58.8K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 0.46% |
$3.97K - $4.4K
|
3.05K
$1.05M
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 0.78% |
$2.83K - $3.14K
|
1.27K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$2.55K - $2.83K
|
26K
$8.99M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.44% |
$2.55K - $2.83K
|
2.05K
$710K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.81% |
$1.7K - $1.89K
|
734
$254K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.19% |
$850 - $943
|
1.6K
$553K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.19M- 49.49% |
$595M - $653M
|
2.23M
$771M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.9K- 77.89% |
$3.24M - $3.56M
|
3.38K
$1.17M
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.81K- 37.32% |
$765K - $839K
|
4.72K
$1.63M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-857- 88.72% |
$233K - $256K
|
109
$37.7K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 6.77% |
$136K - $149K
|
6.89K
$2.38M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-323- 0.35% |
$87.9K - $96.5K
|
92.2K
$31.9M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-201- 15.33% |
$54.7K - $60K
|
1.11K
$384K
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-167- 0.51% |
$45.5K - $49.9K
|
32.3K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-157- 23.33% |
$42.7K - $46.9K
|
516
$178K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 12.09% |
$38.7K - $42.4K
|
1.03K
$357K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-104- 0.17% |
$28.3K - $31.1K
|
60.8K
$21M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-77- 36.67% |
$21K - $23K
|
133
$46K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-74- 97.37% |
$20.1K - $22.1K
|
2
$691
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-50- 5.35% |
$13.6K - $14.9K
|
885
$306K
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-50- 2.44% |
$13.6K - $14.9K
|
2K
$690K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-50- 2.97% |
$13.6K - $14.9K
|
1.64K
$565K
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49- 1.97% |
$13.3K - $14.6K
|
2.44K
$843K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-32- 5.21% |
$8.71K - $9.56K
|
582
$201K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-30Closed |
$8.17K - $8.96K
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 0.41% |
$6.53K - $7.17K
|
5.78K
$2M
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-20- 3.42% |
$5.44K - $5.97K
|
565
$195K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-20- 0.27% |
$5.44K - $5.97K
|
7.28K
$2.52M
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-20- 0.91% |
$5.44K - $5.97K
|
2.17K
$749K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19- 0.33% |
$5.17K - $5.68K
|
5.67K
$1.96M
|