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 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
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10.5KNew |
$3.5M - $4.03M
|
10.5K
$4.15M
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.31K+ 2.48% |
$767K - $884K
|
95.4K
$37.6M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-55- 1.22% |
$18.3K - $21.1K
|
4.44K
$1.75M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
282+ 36.86% |
$93.6K - $108K
|
1.05K
$413K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-929- 0.55% |
$308K - $356K
|
167K
$65.8M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.43K- 1.82% |
$475K - $548K
|
77.4K
$30.5M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
153+ 4.82% |
$50.8K - $58.6K
|
3.33K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-20.4K- 12.22% |
$6.79M - $7.82M
|
147K
$57.9M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.64% |
$8.63K - $9.95K
|
534
$210K
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-411- 13.9% |
$136K - $157K
|
2.55K
$1M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-18- 0.47% |
$5.98K - $6.89K
|
3.78K
$1.49M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
594+ 29.74% |
$197K - $227K
|
2.59K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
144+ 0.33% |
$47.8K - $55.1K
|
43.5K
$17.1M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
286+ 2.1% |
$95K - $109K
|
13.9K
$5.49M
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.55KNew |
$516K - $595K
|
1.55K
$612K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$8.3K - $9.57K
|
869
$342K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.88% |
$5.64K - $6.51K
|
1.91K
$754K
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-43- 3.58% |
$14.3K - $16.5K
|
1.16K
$456K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.51K+ 29.27% |
$500K - $576K
|
6.65K
$2.62M
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-729- 17.76% |
$242K - $279K
|
3.38K
$1.33M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
982+ 54.71% |
$326K - $376K
|
2.78K
$1.09M
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17+ 0.15% |
$5.64K - $6.51K
|
11.3K
$4.45M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-216- 1.29% |
$71.7K - $82.7K
|
16.5K
$6.51M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 1.55% |
$12K - $13.8K
|
2.29K
$901K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-7- 0.41% |
$2.32K - $2.68K
|
1.71K
$674K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$398K - $459K
|
35.6K
$14M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2K+ 17.78% |
$3.38M - $3.9M
|
67.4K
$26.6M
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
25+ 0.84% |
$8.3K - $9.57K
|
2.99K
$1.18M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$489K - $564K
|
1.47K
$581K
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-317- 1.12% |
$105K - $121K
|
28.1K
$11.1M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-199- 2.43% |
$66.1K - $76.2K
|
7.98K
$3.15M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-85- 1.31% |
$28.2K - $32.5K
|
6.38K
$2.51M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 7.5% |
$33.2K - $38.3K
|
1.43K
$565K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13New |
$4.32K - $4.98K
|
13
$5.12K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 44.01% |
$1.45M - $1.67M
|
5.57K
$2.19M
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-211- 5.75% |
$70.1K - $80.8K
|
3.46K
$1.36M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$444K - $512K
|
26.3K
$10.3M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 7.9% |
$3.49M - $4.02M
|
122K
$48.2M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$2.32K - $2.68K
|
6.11K
$2.41M
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
335+ 18.8% |
$111K - $128K
|
2.12K
$834K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
11KNew |
$3.66M - $4.22M
|
11K
$4.34M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
464+ 12.43% |
$154K - $178K
|
4.2K
$1.65M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$1.66K - $1.91K
|
8.94K
$3.52M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
242+ 1.87% |
$80.3K - $92.6K
|
13.2K
$5.2M
|