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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-34- 44.16% |
$8.75K - $9.8K
|
43
$15.5K
|
|
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
$5.78K
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$1.54K - $1.73K
|
2.87K
$1.04M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4- 2.41% |
$1.03K - $1.15K
|
162
$58.6K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3- 0.8% |
$772 - $864
|
371
$134K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-412K- 34.25% |
$92.8M - $108M
|
791K
$286M
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-41.5K- 97.74% |
$9.33M - $10.9M
|
959
$347K
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-29.9K- 8.34% |
$6.72M - $7.86M
|
328K
$119M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-4.73K- 2.7% |
$1.06M - $1.24M
|
170K
$61.6M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.26K- 7.19% |
$508K - $593K
|
29.1K
$10.5M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.35K- 98.9% |
$305K - $356K
|
15
$5.42K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-750- 87.62% |
$169K - $197K
|
106
$38.3K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-679- 37.12% |
$153K - $179K
|
1.15K
$416K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-479- 10.71% |
$108K - $126K
|
4K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-282- 3.02% |
$63.5K - $74.2K
|
9.06K
$3.28M
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-266- 23.81% |
$59.9K - $70K
|
851
$308K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-248- 28.54% |
$55.8K - $65.3K
|
621
$224K
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-174- 16.2% |
$39.2K - $45.8K
|
900
$325K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-145- 1.66% |
$32.6K - $38.2K
|
8.59K
$3.11M
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-113- 42.01% |
$25.4K - $29.7K
|
156
$56.4K
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-101- 11.12% |
$22.7K - $26.6K
|
807
$292K
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 2.04% |
$22.5K - $26.3K
|
4.81K
$1.74M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-100- 8.1% |
$22.5K - $26.3K
|
1.14K
$410K
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 7.24% |
$19.4K - $22.6K
|
1.1K
$398K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-81- 5.4% |
$18.2K - $21.3K
|
1.42K
$513K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75- 55.97% |
$16.9K - $19.7K
|
59
$21.3K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-65- 7.07% |
$14.6K - $17.1K
|
854
$309K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-42- 7.09% |
$9.46K - $11.1K
|
550
$199K
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-40- 0.8% |
$9.01K - $10.5K
|
4.99K
$1.8M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-39- 1.22% |
$8.78K - $10.3K
|
3.17K
$1.14M
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-25- 2.75% |
$5.63K - $6.58K
|
885
$320K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-24- 3.44% |
$5.4K - $6.32K
|
674
$244K
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-14- 1.13% |
$3.15K - $3.68K
|
1.22K
$441K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-126K- 10.32% |
$29.5M - $31.8M
|
1.09M
$396M
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-40K- 95.04% |
$9.35M - $10.1M
|
2.09K
$754K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-26.1K- 15.83% |
$6.11M - $6.59M
|
139K
$50.2M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.17K- 2.1% |
$976K - $1.05M
|
194K
$70.3M
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-2.55K- 52.38% |
$596K - $643K
|
2.32K
$837K
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-2.22K- 10.35% |
$520K - $560K
|
19.2K
$6.95M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-822- 21.82% |
$192K - $207K
|
2.95K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-644- 23.47% |
$151K - $162K
|
2.1K
$759K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-367- 0.07% |
$85.9K - $92.5K
|
539K
$195M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-347- 23.9% |
$81.2K - $87.5K
|
1.11K
$399K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-322- 20.16% |
$75.4K - $81.2K
|
1.28K
$461K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-283- 0.91% |
$66.2K - $71.4K
|
30.7K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-223- 0.66% |
$52.2K - $56.2K
|
33.4K
$12.1M
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-213- 8.8% |
$49.9K - $53.7K
|
2.21K
$798K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-200- 7.32% |
$46.8K - $50.4K
|
2.53K
$915K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-154- 73.33% |
$36K - $38.8K
|
56
$20.2K
|