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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
900+ 77.72% |
$285K - $331K
|
2.06K
$796K
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
554New |
$175K - $204K
|
554
$214K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.01K- 1.19% |
$1.9M - $2.21M
|
499K
$193M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-72.3K- 10.62% |
$22.8M - $26.5M
|
608K
$235M
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
186+ 13.81% |
$58.8K - $68.3K
|
1.53K
$593K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.29K- 22.38% |
$1.99M - $2.31M
|
21.8K
$8.44M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.9K+ 9.09% |
$5.33M - $6.2M
|
203K
$78.3M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4- 0.04% |
$1.26K - $1.47K
|
9.97K
$3.85M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
471+ 3.17% |
$149K - $173K
|
15.3K
$5.93M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-53- 5.21% |
$16.8K - $19.5K
|
965
$373K
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
85+ 5.16% |
$26.9K - $31.2K
|
1.73K
$670K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-499- 0.46% |
$158K - $183K
|
109K
$42.2M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
43.3K+ 11.91% |
$13.7M - $15.9M
|
407K
$157M
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-999- 41.26% |
$316K - $367K
|
1.42K
$550K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
11+ 0.24% |
$3.48K - $4.04K
|
4.65K
$1.8M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-35- 1.36% |
$11.1K - $12.9K
|
2.54K
$981K
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
222K+ 292.95% |
$70.2M - $81.6M
|
298K
$115M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-8.4K- 42.38% |
$2.66M - $3.08M
|
11.4K
$4.42M
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-611- 5.28% |
$193K - $224K
|
11K
$4.24M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.66K- 8.02% |
$1.79M - $2.08M
|
64.9K
$25.1M
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5+ 0.05% |
$1.58K - $1.84K
|
10.9K
$4.21M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.3K+ 16.89% |
$9.88M - $11.5M
|
216K
$83.7M
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-7- 0.25% |
$2.21K - $2.57K
|
2.78K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.5K+ 5.43% |
$1.11M - $1.28M
|
67.9K
$26.3M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
831New |
$263K - $305K
|
831
$321K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.5K+ 10.92% |
$3.31M - $3.85M
|
106K
$41.2M
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
8+ 0.84% |
$2.53K - $2.94K
|
957
$370K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-180- 0.72% |
$56.9K - $66.1K
|
24.8K
$9.61M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 1.66% |
$4.11K - $4.78K
|
772
$299K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10- 0.13% |
$3.16K - $3.67K
|
7.76K
$3M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 5.29% |
$15.2K - $17.6K
|
955
$369K
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 0.3% |
$63.5K - $73.8K
|
66.9K
$25.9M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-212- 4.86% |
$67K - $77.9K
|
4.15K
$1.6M
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 17.29% |
$732K - $850K
|
15.7K
$6.07M
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
139+ 7.56% |
$43.9K - $51.1K
|
1.98K
$765K
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-231- 2.38% |
$73K - $84.9K
|
9.46K
$3.66M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
114New |
$36K - $41.9K
|
114
$44.1K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 2.7% |
$6.32K - $7.35K
|
721
$279K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-41- 7.4% |
$13K - $15.1K
|
513
$198K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.5KNew |
$13.8M - $16M
|
43.5K
$16.8M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.3K- 1.56% |
$2.31M - $2.68M
|
460K
$178M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 425.76% |
$9.29M - $10.8M
|
36.3K
$14M
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
498New |
$157K - $183K
|
498
$193K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-168- 6.35% |
$53.1K - $61.7K
|
2.48K
$959K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
190+ 42.22% |
$60.1K - $69.8K
|
640
$248K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 1.64% |
$35.4K - $41.1K
|
6.95K
$2.69M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.79K+ 42.2% |
$1.51M - $1.76M
|
16.1K
$6.24M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 5.08% |
$1.9K - $2.2K
|
112
$43.3K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11K- 6.02% |
$3.49M - $4.05M
|
172K
$66.6M
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-75- 0.27% |
$23.7K - $27.5K
|
27.8K
$10.8M
|