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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.13K- 11.0% |
$707K - $815K
|
17.2K
$6.63M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-342- 4.34% |
$114K - $131K
|
7.54K
$2.9M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
515+ 2.4% |
$171K - $197K
|
21.9K
$8.45M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-80- 13.72% |
$26.6K - $30.6K
|
503
$194K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.19KNew |
$395K - $456K
|
1.19K
$459K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.39K- 8.91% |
$462K - $532K
|
14.2K
$5.48M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6- 0.95% |
$1.99K - $2.3K
|
623
$240K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19+ 2.92% |
$6.31K - $7.27K
|
670
$258K
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-14.6K- 44.93% |
$4.84M - $5.57M
|
17.9K
$6.87M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-844- 37.3% |
$280K - $323K
|
1.42K
$546K
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-334- 9.43% |
$111K - $128K
|
3.21K
$1.24M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.28% |
$1.99K - $2.3K
|
2.14K
$823K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3+ 0.32% |
$996 - $1.15K
|
931
$359K
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.09K- 6.64% |
$694K - $800K
|
29.4K
$11.3M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-308- 1.33% |
$102K - $118K
|
22.8K
$8.78M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$37.2K - $42.9K
|
112
$43.1K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-76- 5.77% |
$25.2K - $29.1K
|
1.24K
$478K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.65K- 9.43% |
$1.54M - $1.78M
|
44.6K
$17.2M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.07% |
$332 - $383
|
1.54K
$592K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-18- 0.09% |
$5.98K - $6.89K
|
19.9K
$7.68M
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
120+ 2.59% |
$39.8K - $45.9K
|
4.75K
$1.83M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
907+ 30.61% |
$301K - $347K
|
3.87K
$1.49M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-228- 1.74% |
$75.7K - $87.3K
|
12.9K
$4.96M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
2+ 0.06% |
$664 - $766
|
3.31K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
41+ 4.31% |
$13.6K - $15.7K
|
993
$382K
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
51+ 4.69% |
$16.9K - $19.5K
|
1.14K
$438K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-44- 0.18% |
$14.6K - $16.8K
|
24.9K
$9.59M
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.7% |
$2.32K - $2.68K
|
1.01K
$388K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.15% |
$664 - $766
|
1.3K
$502K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-34- 0.55% |
$11.3K - $13K
|
6.12K
$2.36M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-818- 28.28% |
$272K - $313K
|
2.08K
$799K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.78% |
$3.32K - $3.83K
|
1.27K
$489K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 2.74% |
$21.9K - $25.3K
|
2.34K
$902K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-257- 3.9% |
$85.3K - $98.4K
|
6.34K
$2.44M
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.44% |
$18.3K - $21.1K
|
12.4K
$4.77M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
889New |
$295K - $340K
|
889
$342K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.08% |
$2.66K - $3.06K
|
10.1K
$3.88M
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-539- 6.77% |
$179K - $206K
|
7.42K
$2.86M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-189- 9.46% |
$62.8K - $72.3K
|
1.81K
$696K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-322- 1.86% |
$107K - $123K
|
17K
$6.53M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
38+ 1.16% |
$12.6K - $14.5K
|
3.33K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9+ 900.0% |
$2.99K - $3.44K
|
10
$3.85K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-13- 0.35% |
$4.32K - $4.98K
|
3.67K
$1.41M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
773+ 0.91% |
$257K - $296K
|
86.2K
$33.2M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-19- 0.62% |
$6.31K - $7.27K
|
3.05K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-17.2K- 34.17% |
$5.72M - $6.59M
|
33.2K
$12.8M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 1.79% |
$4.65K - $5.36K
|
768
$296K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-809- 1.73% |
$269K - $310K
|
46.1K
$17.7M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
564New |
$187K - $216K
|
564
$217K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.86KNew |
$619K - $713K
|
1.86K
$717K
|