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 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.41KNew |
$444K - $516K
|
1.41K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-282K- 15.39% |
$89.3M - $104M
|
1.55M
$601M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-28- 93.33% |
$8.85K - $10.3K
|
2
$774
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.89K- 5.23% |
$1.54M - $1.79M
|
88.6K
$34.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.59% |
$35.7K - $41.5K
|
19K
$7.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
230+ 33.14% |
$72.7K - $84.5K
|
924
$357K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.3K+ 50.91% |
$22.2M - $25.8M
|
208K
$80.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-869- 7.7% |
$275K - $319K
|
10.4K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78K+ 77.17% |
$562K - $653K
|
4.08K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68+ 0.92% |
$21.5K - $25K
|
7.42K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.06% |
$316 - $367
|
1.79K
$693K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.47KNew |
$1.1M - $1.27M
|
3.47K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-461- 4.96% |
$146K - $169K
|
8.83K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.25KNew |
$710K - $825K
|
2.25K
$868K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.7KNew |
$537K - $624K
|
1.7K
$658K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
573New |
$181K - $210K
|
573
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22New |
$6.96K - $8.08K
|
22
$8.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-125- 14.03% |
$39.5K - $45.9K
|
766
$296K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
249+ 1.09% |
$78.7K - $91.5K
|
23.1K
$8.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.59K+ 3.36% |
$503K - $585K
|
49K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-225- 16.34% |
$71.1K - $82.6K
|
1.15K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16+ 1.24% |
$5.06K - $5.88K
|
1.31K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
496+ 11.56% |
$157K - $182K
|
4.79K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-351- 4.25% |
$111K - $129K
|
7.91K
$3.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.56KNew |
$493K - $573K
|
1.56K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
849+ 4.15% |
$268K - $312K
|
21.3K
$8.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21.8K+ 247.46% |
$6.89M - $8.01M
|
30.6K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
196KNew |
$62M - $72M
|
196K
$75.9M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.35K+ 2.51% |
$1.06M - $1.23M
|
137K
$52.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-721- 2.38% |
$228K - $265K
|
29.6K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
292+ 24.27% |
$92.3K - $107K
|
1.5K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-257- 2.09% |
$81.3K - $94.4K
|
12K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.88K- 48.18% |
$595K - $691K
|
2.02K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$1.67M - $1.94M
|
5.29K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-184- 1.51% |
$58.2K - $67.6K
|
12K
$4.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
634K+ 5391.47% |
$200M - $233M
|
646K
$250M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.08K- 35.23% |
$1.92M - $2.23M
|
11.2K
$4.33M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-53- 0.8% |
$16.8K - $19.5K
|
6.61K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.62K+ 22.73% |
$829K - $963K
|
14.2K
$5.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
843+ 161.49% |
$267K - $310K
|
1.37K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.09K+ 3.14% |
$978K - $1.14M
|
102K
$39.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.58K+ 3.93% |
$1.13M - $1.31M
|
94.6K
$36.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
855+ 0.41% |
$270K - $314K
|
210K
$81.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
184+ 19.33% |
$58.2K - $67.6K
|
1.14K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
44+ 18.57% |
$13.9K - $16.2K
|
281
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
66+ 6.88% |
$20.9K - $24.2K
|
1.03K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-958- 12.1% |
$303K - $352K
|
6.96K
$2.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.09K- 4.97% |
$662K - $769K
|
40K
$15.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$316 - $367
|
2.47K
$957K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-42- 15.73% |
$13.3K - $15.4K
|
225
$87K
|