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 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.64K- 33.38% |
$494K - $552K
|
3.26K
$1.11M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.6K- 90.55% |
$484K - $540K
|
167
$56.9K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 2.13% |
$479K - $534K
|
72.6K
$24.7M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 19.05% |
$452K - $505K
|
6.36K
$2.16M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.45K- 50.79% |
$438K - $489K
|
1.41K
$478K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.41K- 34.88% |
$426K - $476K
|
2.63K
$896K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.39K- 61.16% |
$420K - $469K
|
882
$300K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.34K- 0.54% |
$405K - $453K
|
249K
$84.6M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.31K- 11.79% |
$395K - $441K
|
9.77K
$3.33M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.25K- 31.37% |
$377K - $421K
|
2.73K
$928K
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.24K- 64.92% |
$374K - $418K
|
669
$228K
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.23K- 25.48% |
$372K - $415K
|
3.6K
$1.22M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.2K- 4.38% |
$363K - $405K
|
26.2K
$8.93M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.2K- 1.46% |
$362K - $404K
|
80.6K
$27.4M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.12K- 50.0% |
$339K - $378K
|
1.12K
$382K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.12K- 1.87% |
$339K - $378K
|
58.9K
$20M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.04K- 8.85% |
$316K - $352K
|
10.7K
$3.66M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.04K- 14.89% |
$315K - $352K
|
5.96K
$2.03M
|
|
Apr 25, 2025
Q1 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-1.03K- 0.98% |
$311K - $348K
|
104K
$35.3M
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.02K- 37.11% |
$309K - $345K
|
1.73K
$590K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 3.49% |
$305K - $341K
|
27.9K
$9.5M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1K- 3.4% |
$302K - $338K
|
28.5K
$9.69M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-981- 3.89% |
$297K - $331K
|
24.2K
$8.24M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-933- 4.92% |
$282K - $315K
|
18K
$6.13M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-931- 18.17% |
$281K - $314K
|
4.19K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-929- 0.67% |
$281K - $314K
|
139K
$47.2M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-898- 2.05% |
$271K - $303K
|
42.9K
$14.6M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-893- 19.26% |
$270K - $301K
|
3.74K
$1.27M
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-884- 4.9% |
$267K - $298K
|
17.2K
$5.84M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-847- 6.02% |
$256K - $286K
|
13.2K
$4.5M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-834- 12.07% |
$252K - $282K
|
6.08K
$2.07M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-781- 3.48% |
$236K - $264K
|
21.7K
$7.38M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-780- 29.97% |
$236K - $263K
|
1.82K
$621K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-773- 0.04% |
$234K - $261K
|
2.18M
$743M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-771- 33.05% |
$233K - $260K
|
1.56K
$532K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-745- 0.15% |
$225K - $251K
|
486K
$165M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-731- 4.33% |
$221K - $247K
|
16.2K
$5.5M
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-724- 95.77% |
$219K - $244K
|
32
$10.9K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-722- 0.81% |
$218K - $244K
|
88.1K
$30M
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-692- 0.2% |
$209K - $234K
|
345K
$117M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-679- 4.86% |
$205K - $229K
|
13.3K
$4.52M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-678- 34.21% |
$205K - $229K
|
1.3K
$444K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-660- 6.92% |
$200K - $223K
|
8.87K
$3.02M
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-646- 6.58% |
$195K - $218K
|
9.18K
$3.12M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-643- 0.97% |
$194K - $217K
|
65.3K
$22.2M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-632Closed |
$191K - $213K
|
0
$0
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-614- 4.6% |
$186K - $207K
|
12.7K
$4.34M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-605- 2.98% |
$183K - $204K
|
19.7K
$6.69M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-603- 10.72% |
$182K - $204K
|
5.02K
$1.71M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-587- 26.48% |
$177K - $198K
|
1.63K
$555K
|