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 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-36.3K- 99.56% |
$7.58M - $8.37M
|
162
$56K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-23.3K- 25.16% |
$4.87M - $5.37M
|
69.3K
$24M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9.7K- 96.49% |
$2.02M - $2.24M
|
353
$122K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.85K- 66.81% |
$386K - $426K
|
918
$317K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.51K- 41.01% |
$316K - $349K
|
2.18K
$752K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-520- 0.59% |
$109K - $120K
|
88K
$30.4M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-321- 8.46% |
$67K - $74K
|
3.47K
$1.2M
|
|
|
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
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.09% |
$59.5K - $65.7K
|
13.4K
$4.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-165- 3.19% |
$34.4K - $38K
|
5.01K
$1.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-107- 0.17% |
$22.3K - $24.7K
|
61.3K
$21.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-98- 3.54% |
$20.5K - $22.6K
|
2.67K
$924K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-49- 15.96% |
$10.2K - $11.3K
|
258
$89.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-42- 17.36% |
$8.77K - $9.68K
|
200
$69.1K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-40- 0.27% |
$8.35K - $9.22K
|
14.6K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-30- 0.35% |
$6.26K - $6.92K
|
8.49K
$2.93M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.43% |
$4.18K - $4.61K
|
4.66K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-12- 0.08% |
$2.51K - $2.77K
|
14.5K
$5M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-10.6K- 1.69% |
$2.08M - $2.37M
|
615K
$213M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-10.5K- 66.91% |
$2.07M - $2.36M
|
5.19K
$1.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.54K- 46.88% |
$303K - $346K
|
1.75K
$604K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-836- 20.53% |
$165K - $188K
|
3.24K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-445- 29.22% |
$87.6K - $99.9K
|
1.08K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-287- 9.98% |
$56.5K - $64.4K
|
2.59K
$895K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-283- 1.92% |
$55.7K - $63.5K
|
14.4K
$4.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-246- 10.92% |
$48.4K - $55.2K
|
2.01K
$694K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 4.76% |
$19.7K - $22.4K
|
2K
$691K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-100- 6.24% |
$19.7K - $22.4K
|
1.5K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7- 63.64% |
$1.38K - $1.57K
|
4
$1.38K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-64.3K- 55.37% |
$12.7M - $15.3M
|
51.8K
$17.9M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-13.6KClosed |
$2.68M - $3.23M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.34K- 3.39% |
$264K - $317K
|
38.1K
$13.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-878- 2.08% |
$173K - $209K
|
41.4K
$14.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-603- 32.04% |
$119K - $143K
|
1.28K
$442K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-598- 11.92% |
$118K - $142K
|
4.42K
$1.53M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-479Closed |
$94.5K - $114K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-438- 42.9% |
$86.4K - $104K
|
583
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-352- 6.42% |
$69.5K - $83.6K
|
5.13K
$1.77M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 0.43% |
$39.5K - $47.5K
|
46.5K
$16.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-101- 2.4% |
$19.9K - $24K
|
4.1K
$1.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-90- 1.5% |
$17.8K - $21.4K
|
5.92K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-80- 1.41% |
$15.8K - $19K
|
5.58K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-40- 66.67% |
$7.89K - $9.51K
|
20
$6.91K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-37- 1.11% |
$7.3K - $8.79K
|
3.31K
$1.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 7.14% |
$987 - $1.19K
|
65
$22.5K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-36.9KClosed |
$7.42M - $9.34M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-29.6K- 16.48% |
$5.95M - $7.49M
|
150K
$51.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-27.9KClosed |
$5.6M - $7.06M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-15K- 78.8% |
$3.01M - $3.79M
|
4.03K
$1.39M
|
|