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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 1.43% |
$97.9K - $113K
|
21K
$8.26M
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-314- 2.11% |
$104K - $120K
|
14.6K
$5.73M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
839+ 2.68% |
$279K - $321K
|
32.1K
$12.6M
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$3.38M - $3.9M
|
10.2K
$4.01M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-3.11K- 23.21% |
$1.03M - $1.19M
|
10.3K
$4.05M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
67+ 0.38% |
$22.2K - $25.6K
|
17.5K
$6.89M
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
132+ 100.0% |
$43.8K - $50.5K
|
264
$104K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7- 0.39% |
$2.32K - $2.68K
|
1.77K
$696K
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-186- 1.28% |
$61.8K - $71.2K
|
14.4K
$5.65M
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
620New |
$206K - $237K
|
620
$244K
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.39% |
$3.32K - $3.83K
|
2.55K
$1M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
31+ 5.02% |
$10.3K - $11.9K
|
648
$255K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-434- 1.69% |
$144K - $166K
|
25.2K
$9.92M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-506- 6.76% |
$168K - $194K
|
6.98K
$2.75M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-874- 5.3% |
$290K - $335K
|
15.6K
$6.15M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
836+ 9.24% |
$278K - $320K
|
9.88K
$3.89M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
263+ 10.07% |
$87.3K - $101K
|
2.88K
$1.13M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-397- 16.27% |
$132K - $152K
|
2.04K
$804K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-150- 3.3% |
$49.8K - $57.4K
|
4.4K
$1.73M
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-100- 0.53% |
$33.2K - $38.3K
|
18.9K
$7.45M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-422- 1.07% |
$140K - $162K
|
39.2K
$15.4M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-75- 1.23% |
$24.9K - $28.7K
|
6.03K
$2.38M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.48K+ 19.05% |
$491K - $566K
|
9.25K
$3.64M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$6.64K - $7.66K
|
1.32K
$520K
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5.74K- 6.48% |
$1.91M - $2.2M
|
82.8K
$32.6M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.33K - $1.53K
|
7.1K
$2.8M
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.19% |
$3.98K - $4.59K
|
6.45K
$2.54M
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
517+ 57.0% |
$172K - $198K
|
1.42K
$561K
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-178- 2.28% |
$59.1K - $68.1K
|
7.63K
$3M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.18K+ 5.91% |
$391K - $451K
|
21.1K
$8.31M
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
56+ 0.38% |
$18.6K - $21.4K
|
14.7K
$5.77M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
770New |
$256K - $295K
|
770
$303K
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
346+ 34.67% |
$115K - $132K
|
1.34K
$529K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 1.51% |
$6.64K - $7.66K
|
1.31K
$514K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-55- 1.82% |
$18.3K - $21.1K
|
2.97K
$1.17M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.76K+ 247.25% |
$2.91M - $3.35M
|
12.3K
$4.84M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
223+ 4.9% |
$74K - $85.4K
|
4.78K
$1.88M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$3.32K - $3.83K
|
4.57K
$1.8M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 1.47% |
$654K - $754K
|
132K
$52M
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-884- 4.92% |
$294K - $338K
|
17.1K
$6.72M
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
559New |
$186K - $214K
|
559
$220K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$332 - $383
|
4.66K
$1.84M
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-115- 1.49% |
$38.2K - $44K
|
7.62K
$3M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-60- 1.52% |
$19.9K - $23K
|
3.88K
$1.53M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-148- 5.62% |
$49.1K - $56.6K
|
2.49K
$978K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-80- 2.21% |
$26.6K - $30.6K
|
3.54K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-11- 0.07% |
$3.65K - $4.21K
|
15.4K
$6.05M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
204+ 0.36% |
$67.7K - $78.1K
|
57.1K
$22.5M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
49+ 0.06% |
$16.3K - $18.8K
|
76.7K
$30.2M
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 14.31% |
$30.5K - $35.2K
|
735
$289K
|