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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 0.76% |
$2.72K - $2.99K
|
1.31K
$452K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 45.45% |
$2.72K - $2.99K
|
12
$4.15K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4- 0.53% |
$1.09K - $1.19K
|
750
$259K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-206K- 56.17% |
$53M - $59.3M
|
161K
$55.5M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-16.3K- 95.57% |
$4.19M - $4.69M
|
755
$261K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-8.05K- 48.44% |
$2.07M - $2.32M
|
8.57K
$2.96M
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 73.71% |
$603K - $674K
|
835
$289K
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-2.17K- 33.47% |
$558K - $625K
|
4.31K
$1.49M
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.94K- 50.35% |
$499K - $559K
|
1.91K
$661K
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.08KClosed |
$277K - $310K
|
0
$0
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$260K - $290K
|
0
$0
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-947- 55.03% |
$244K - $273K
|
774
$268K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-495- 2.95% |
$127K - $143K
|
16.3K
$5.63M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-479- 1.83% |
$123K - $138K
|
25.7K
$8.89M
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-450- 26.87% |
$116K - $130K
|
1.23K
$423K
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-400- 20.46% |
$103K - $115K
|
1.56K
$538K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-361- 4.02% |
$92.9K - $104K
|
8.61K
$2.98M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-256- 0.55% |
$65.9K - $73.8K
|
45.9K
$15.9M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-175- 4.54% |
$45.1K - $50.4K
|
3.68K
$1.27M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 0.23% |
$25.7K - $28.8K
|
43.2K
$14.9M
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 7.42% |
$16.5K - $18.4K
|
798
$276K
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 2.56% |
$10.3K - $11.5K
|
1.53K
$527K
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-37- 4.22% |
$9.53K - $10.7K
|
839
$290K
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-35- 3.19% |
$9.01K - $10.1K
|
1.06K
$367K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-34- 44.16% |
$8.75K - $9.8K
|
43
$14.9K
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-19Closed |
$4.89K - $5.47K
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 38.46% |
$2.57K - $2.88K
|
16
$5.53K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8- 0.21% |
$2.06K - $2.3K
|
3.8K
$1.31M
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.73K
|
2.87K
$991K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 2.41% |
$1.03K - $1.15K
|
162
$56K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3- 0.8% |
$772 - $864
|
371
$128K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-412K- 34.25% |
$92.8M - $108M
|
791K
$273M
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-41.5K- 97.74% |
$9.33M - $10.9M
|
959
$331K
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.9K- 8.34% |
$6.72M - $7.86M
|
328K
$113M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.73K- 2.7% |
$1.06M - $1.24M
|
170K
$58.9M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.26K- 7.19% |
$508K - $593K
|
29.1K
$10.1M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.35K- 98.9% |
$305K - $356K
|
15
$5.18K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-750- 87.62% |
$169K - $197K
|
106
$36.6K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-679- 37.12% |
$153K - $179K
|
1.15K
$398K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-479- 10.71% |
$108K - $126K
|
4K
$1.38M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-282- 3.02% |
$63.5K - $74.2K
|
9.06K
$3.13M
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-266- 23.81% |
$59.9K - $70K
|
851
$294K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-248- 28.54% |
$55.8K - $65.3K
|
621
$215K
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-174- 16.2% |
$39.2K - $45.8K
|
900
$311K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-145- 1.66% |
$32.6K - $38.2K
|
8.59K
$2.97M
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-113- 42.01% |
$25.4K - $29.7K
|
156
$53.9K
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$279K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 2.04% |
$22.5K - $26.3K
|
4.81K
$1.66M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-100- 8.1% |
$22.5K - $26.3K
|
1.14K
$392K
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.24% |
$19.4K - $22.6K
|
1.1K
$381K
|