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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
636+ 0.79% |
$211K - $243K
|
81.1K
$32M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
231+ 29.06% |
$76.7K - $88.4K
|
1.03K
$404K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-577- 4.16% |
$192K - $221K
|
13.3K
$5.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
221+ 14.64% |
$73.4K - $84.6K
|
1.73K
$682K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 0.76% |
$12K - $13.8K
|
4.68K
$1.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
317+ 44.03% |
$105K - $121K
|
1.04K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.14K- 9.49% |
$378K - $436K
|
10.9K
$4.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
71+ 1.93% |
$23.6K - $27.2K
|
3.76K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 11.85% |
$1.47M - $1.7M
|
33K
$13M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-134- 2.42% |
$44.5K - $51.3K
|
5.4K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-262- 11.02% |
$87K - $100K
|
2.12K
$834K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-33- 5.15% |
$11K - $12.6K
|
608
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.64K- 2.68% |
$877K - $1.01M
|
95.9K
$37.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-17.1K- 6.92% |
$5.69M - $6.55M
|
230K
$90.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.21K+ 86.48% |
$401K - $463K
|
2.61K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-352- 2.74% |
$117K - $135K
|
12.5K
$4.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 8.79% |
$348K - $402K
|
13K
$5.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-302- 20.27% |
$100K - $116K
|
1.19K
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.13% |
$9.96K - $11.5K
|
22.2K
$8.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-85- 3.12% |
$28.2K - $32.5K
|
2.64K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
248New |
$82.3K - $94.9K
|
248
$97.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36K+ 125.81% |
$785K - $905K
|
4.24K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.01KNew |
$334K - $385K
|
1.01K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-42- 0.22% |
$13.9K - $16.1K
|
19.1K
$7.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 6.33% |
$16.6K - $19.1K
|
740
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9KNew |
$1.63M - $1.87M
|
4.9K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.74K- 1.6% |
$577K - $666K
|
107K
$42.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.51K+ 1.33% |
$833K - $960K
|
191K
$75.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.06K- 1.7% |
$1.35M - $1.55M
|
234K
$92.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
179+ 2.57% |
$59.4K - $68.5K
|
7.13K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-88- 1.19% |
$29.2K - $33.7K
|
7.33K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-470- 0.87% |
$156K - $180K
|
53.4K
$21M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-535- 9.23% |
$178K - $205K
|
5.26K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
674+ 13.64% |
$224K - $258K
|
5.62K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.73K- 6.32% |
$1.57M - $1.81M
|
70.2K
$27.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-11- 0.62% |
$3.65K - $4.21K
|
1.76K
$694K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
72+ 8.89% |
$23.9K - $27.6K
|
882
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-155- 0.31% |
$51.5K - $59.3K
|
50.2K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$451K - $520K
|
1.36K
$536K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.47% |
$7.3K - $8.42K
|
4.67K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-60- 2.32% |
$19.9K - $23K
|
2.53K
$996K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
410+ 1.68% |
$136K - $157K
|
24.8K
$9.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$332 - $383
|
1.45K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-201- 86.27% |
$66.7K - $76.9K
|
32
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.06% |
$4.65K - $5.36K
|
22.4K
$8.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
362+ 33.12% |
$120K - $139K
|
1.46K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-99- 0.74% |
$32.9K - $37.9K
|
13.3K
$5.24M
|