Latest Institutional Transactions on Ishares Russell 1000 Gr ETF (IWF)
This table provides information on the latest institutional transactions involving Ishares Russell 1000 Gr ETF (IWF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.95% |
$33.2K - $38.3K
|
5.24K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-604- 1.69% |
$201K - $231K
|
35.2K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.21% |
$3.32K - $3.83K
|
816
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.93K+ 79.92% |
$639K - $737K
|
4.34K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
773+ 1.0% |
$257K - $296K
|
77.7K
$29.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 1.19% |
$218K - $251K
|
54.5K
$21M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 21.57% |
$66.4K - $76.6K
|
1.13K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-448- 15.73% |
$149K - $171K
|
2.4K
$924K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
48+ 4.68% |
$15.9K - $18.4K
|
1.07K
$413K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$69.3K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$309K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.23K+ 4.48% |
$409K - $471K
|
28.7K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-361- 2.92% |
$120K - $138K
|
12K
$4.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-226- 2.12% |
$75K - $86.5K
|
10.4K
$4.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-81- 4.87% |
$26.9K - $31K
|
1.58K
$610K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$540K - $623K
|
1.63K
$627K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.78K- 6.18% |
$1.25M - $1.45M
|
57.3K
$22.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 0.91% |
$33.2K - $38.3K
|
11.1K
$4.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 0.23% |
$332K - $383K
|
437K
$168M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 36.7% |
$13.3K - $15.3K
|
149
$57.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-251- 0.29% |
$83.3K - $96.1K
|
87.7K
$33.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
212+ 23.53% |
$70.4K - $81.1K
|
1.11K
$429K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-300- 8.38% |
$99.6K - $115K
|
3.28K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.74K+ 11.96% |
$908K - $1.05M
|
25.6K
$9.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.14K- 48.35% |
$379K - $437K
|
1.22K
$470K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.15% |
$996 - $1.15K
|
1.98K
$761K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.66K- 22.71% |
$2.54M - $2.93M
|
26.1K
$10M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$664 - $766
|
1.84K
$708K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
259+ 0.98% |
$86K - $99.1K
|
26.7K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
83New |
$27.6K - $31.8K
|
83
$32K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$622K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.08% |
$283K - $326K
|
26.8K
$10.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-44- 0.1% |
$14.6K - $16.8K
|
45.4K
$17.5M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.89% |
$3.32K - $3.83K
|
1.12K
$430K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$54.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
338+ 3.09% |
$112K - $129K
|
11.3K
$4.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-637- 19.83% |
$211K - $244K
|
2.58K
$992K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-125- 14.4% |
$41.5K - $47.8K
|
743
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 0.67% |
$71.4K - $82.3K
|
32.4K
$12.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 98.47% |
$42.8K - $49.4K
|
260
$100K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-417- 2.68% |
$138K - $160K
|
15.1K
$5.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 37.63% |
$446K - $514K
|
4.91K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-557- 6.95% |
$185K - $213K
|
7.46K
$2.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-984- 5.17% |
$327K - $377K
|
18K
$6.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.18KNew |
$1.39M - $1.6M
|
4.18K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
580+ 12.24% |
$193K - $222K
|
5.32K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 12.07% |
$694K - $800K
|
19.4K
$7.48M
|