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
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-58- 2.44% |
$17.5K - $19.6K
|
2.32K
$800K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-58- 7.35% |
$17.5K - $19.6K
|
731
$253K
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-58- 4.18% |
$17.5K - $19.6K
|
1.33K
$460K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-56- 1.23% |
$16.9K - $18.9K
|
4.48K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 2.84% |
$16K - $17.9K
|
1.81K
$627K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-53- 17.67% |
$16K - $17.9K
|
247
$85.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 9.76% |
$15.7K - $17.6K
|
481
$166K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-51- 5.2% |
$15.4K - $17.2K
|
930
$321K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-51- 1.1% |
$15.4K - $17.2K
|
4.6K
$1.59M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 48.57% |
$15.4K - $17.2K
|
54
$18.7K
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-50- 0.79% |
$15.1K - $16.9K
|
6.3K
$2.18M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.88% |
$15.1K - $16.9K
|
800
$277K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49- 6.37% |
$14.8K - $16.5K
|
720
$249K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-49- 4.67% |
$14.8K - $16.5K
|
1K
$346K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.61% |
$14.5K - $16.2K
|
7.88K
$2.73M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-48- 1.5% |
$14.5K - $16.2K
|
3.15K
$1.09M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 8.42% |
$14.5K - $16.2K
|
522
$180K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-48- 2.37% |
$14.5K - $16.2K
|
1.98K
$684K
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-44- 1.25% |
$13.3K - $14.9K
|
3.46K
$1.2M
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-42- 3.45% |
$12.7K - $14.2K
|
1.18K
$407K
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-38- 0.48% |
$11.5K - $12.8K
|
7.88K
$2.72M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 3.06% |
$10.6K - $11.8K
|
1.11K
$383K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-34- 4.99% |
$10.3K - $11.5K
|
647
$224K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 3.6% |
$9.98K - $11.1K
|
883
$305K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-33- 2.05% |
$9.98K - $11.1K
|
1.58K
$544K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-32- 1.44% |
$9.67K - $10.8K
|
2.19K
$758K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 0.12% |
$9.07K - $10.1K
|
24.5K
$8.46M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-30- 1.81% |
$9.07K - $10.1K
|
1.63K
$562K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 11.67% |
$9.07K - $10.1K
|
227
$78.5K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-29- 0.24% |
$8.77K - $9.79K
|
11.9K
$4.1M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-27- 1.48% |
$8.16K - $9.11K
|
1.79K
$619K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-27- 9.68% |
$8.16K - $9.11K
|
252
$87.1K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-27- 0.11% |
$8.16K - $9.11K
|
24.9K
$8.61M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-26- 3.02% |
$7.86K - $8.78K
|
836
$289K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-26- 3.72% |
$7.86K - $8.78K
|
673
$233K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-25- 2.35% |
$7.56K - $8.44K
|
1.04K
$359K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-24- 1.55% |
$7.26K - $8.1K
|
1.53K
$527K
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-23- 3.26% |
$6.95K - $7.76K
|
682
$236K
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-22- 3.14% |
$6.65K - $7.43K
|
679
$235K
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-22- 0.98% |
$6.65K - $7.43K
|
2.23K
$772K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21- 0.12% |
$6.35K - $7.09K
|
17.2K
$5.94M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-18- 1.6% |
$5.44K - $6.08K
|
1.11K
$384K
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-14- 1.34% |
$4.23K - $4.73K
|
1.03K
$357K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-14- 21.88% |
$4.23K - $4.73K
|
50
$17.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-13- 0.25% |
$3.93K - $4.39K
|
5.14K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 1.26% |
$3.63K - $4.05K
|
942
$326K
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-10- 0.12% |
$3.02K - $3.38K
|
8.32K
$2.88M
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-10- 0.36% |
$3.02K - $3.38K
|
2.75K
$951K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9- 0.88% |
$2.72K - $3.04K
|
1.01K
$350K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9- 0.25% |
$2.72K - $3.04K
|
3.56K
$1.23M
|