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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-154- 73.33% |
$36K - $38.8K
|
56
$18.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-100- 2.26% |
$23.4K - $25.2K
|
4.32K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-90- 48.39% |
$21.1K - $22.7K
|
96
$31.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-85- 85.0% |
$19.9K - $21.4K
|
15
$4.87K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-57- 3.59% |
$13.3K - $14.4K
|
1.53K
$497K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-56- 81.16% |
$13.1K - $14.1K
|
13
$4.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-40- 21.62% |
$9.36K - $10.1K
|
145
$47.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-39- 3.68% |
$9.13K - $9.83K
|
1.02K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-25- 2.5% |
$5.85K - $6.3K
|
975
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-20- 0.5% |
$4.68K - $5.04K
|
4.01K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-18- 0.44% |
$4.21K - $4.54K
|
4.08K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7- 0.08% |
$1.64K - $1.77K
|
8.45K
$2.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.35% |
$936 - $1.01K
|
1.13K
$366K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.12M- 95.72% |
$248M - $273M
|
50.1K
$16.3M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-39K- 70.7% |
$8.64M - $9.5M
|
16.1K
$5.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.6K- 2.46% |
$4.12M - $4.52M
|
735K
$239M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-13K- 1.1% |
$2.88M - $3.16M
|
1.16M
$378M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-906- 51.48% |
$201K - $221K
|
854
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-800- 47.09% |
$177K - $195K
|
899
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-781- 25.78% |
$173K - $190K
|
2.25K
$731K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-235- 0.54% |
$52.1K - $57.3K
|
43.4K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-150- 4.99% |
$33.3K - $36.6K
|
2.86K
$928K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-125- 3.21% |
$27.7K - $30.5K
|
3.77K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-120- 1.86% |
$26.6K - $29.2K
|
6.33K
$2.06M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-80- 13.22% |
$17.7K - $19.5K
|
525
$171K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-73- 2.94% |
$16.2K - $17.8K
|
2.41K
$783K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-51- 4.11% |
$11.3K - $12.4K
|
1.19K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-28- 1.44% |
$6.21K - $6.82K
|
1.92K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8- 0.25% |
$1.77K - $1.95K
|
3.21K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 0.42% |
$1.33K - $1.46K
|
1.41K
$459K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5- 0.21% |
$1.11K - $1.22K
|
2.34K
$761K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1- 0.06% |
$222 - $244
|
1.61K
$522K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 99.56% |
$7.58M - $8.37M
|
162
$52.6K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-23.3K- 25.16% |
$4.87M - $5.37M
|
69.3K
$22.5M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.7K- 96.49% |
$2.02M - $2.24M
|
353
$115K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.19K- 18.87% |
$1.08M - $1.2M
|
22.3K
$7.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 66.81% |
$386K - $426K
|
918
$298K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 41.01% |
$316K - $349K
|
2.18K
$707K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-520- 0.59% |
$109K - $120K
|
88K
$28.6M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-462- 16.53% |
$96.5K - $107K
|
2.33K
$758K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-321- 8.46% |
$67K - $74K
|
3.47K
$1.13M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-297Closed |
$62K - $68.5K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-290- 2.63% |
$60.5K - $66.9K
|
10.7K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.09% |
$59.5K - $65.7K
|
13.4K
$4.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-165- 3.19% |
$34.4K - $38K
|
5.01K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-107- 0.17% |
$22.3K - $24.7K
|
61.3K
$19.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-98- 3.54% |
$20.5K - $22.6K
|
2.67K
$869K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.3% |
$15.4K - $17.1K
|
3.14K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 15.96% |
$10.2K - $11.3K
|
258
$83.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 17.36% |
$8.77K - $9.68K
|
200
$65K
|
|