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 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
325+ 48.95% |
$103K - $119K
|
989
$383K
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
118+ 3.47% |
$37.3K - $43.3K
|
3.52K
$1.36M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
86+ 3.92% |
$27.2K - $31.6K
|
2.28K
$882K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-323- 5.2% |
$102K - $119K
|
5.89K
$2.28M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
154+ 11.1% |
$48.7K - $56.6K
|
1.54K
$596K
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.78K+ 123.95% |
$1.19M - $1.39M
|
6.83K
$2.64M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.39% |
$4.74K - $5.51K
|
3.85K
$1.49M
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
265+ 0.67% |
$83.8K - $97.3K
|
40K
$15.5M
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-889- 33.82% |
$281K - $327K
|
1.74K
$673K
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-210- 4.42% |
$66.4K - $77.1K
|
4.54K
$1.76M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-467- 4.79% |
$148K - $172K
|
9.28K
$3.59M
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
823New |
$260K - $302K
|
823
$318K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.12K+ 16.23% |
$985K - $1.14M
|
22.3K
$8.63M
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-3.5K- 59.13% |
$1.11M - $1.28M
|
2.42K
$935K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.68K- 5.24% |
$532K - $618K
|
30.4K
$11.8M
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-16.2K- 2.69% |
$5.13M - $5.96M
|
586K
$227M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.46K+ 4.12% |
$776K - $902K
|
62.1K
$24M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-8- 0.27% |
$2.53K - $2.94K
|
3K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16+ 1.6% |
$5.06K - $5.88K
|
1.02K
$393K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-377- 97.16% |
$119K - $138K
|
11
$4.26K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-269- 12.53% |
$85K - $98.8K
|
1.88K
$726K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
655+ 12.32% |
$207K - $241K
|
5.97K
$2.31M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.56K+ 411.55% |
$1.44M - $1.68M
|
5.67K
$2.19M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 1.4% |
$507K - $589K
|
113K
$43.6M
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
75.2KNew |
$23.8M - $27.6M
|
75.2K
$29.1M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-226- 2.13% |
$71.4K - $83K
|
10.4K
$4.01M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.31% |
$5M - $5.81M
|
5.15M
$1.99B
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-567- 38.49% |
$179K - $208K
|
906
$350K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.19K+ 33.4% |
$1.96M - $2.27M
|
24.7K
$9.56M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-388- 1.41% |
$123K - $143K
|
27.2K
$10.5M
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.36KNew |
$431K - $501K
|
1.36K
$527K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 3.66% |
$398K - $462K
|
33.2K
$12.8M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.35K+ 1.22% |
$741K - $861K
|
194K
$75.2M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-128- 10.7% |
$40.5K - $47K
|
1.07K
$413K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-365- 0.74% |
$115K - $134K
|
48.6K
$18.8M
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.75% |
$9.48K - $11K
|
3.95K
$1.53M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-190- 10.18% |
$60.1K - $69.8K
|
1.68K
$648K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.25K+ 19.36% |
$394K - $458K
|
7.68K
$2.97M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-17- 2.19% |
$5.37K - $6.24K
|
759
$294K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-620- 2.52% |
$196K - $228K
|
24K
$9.29M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14+ 0.84% |
$4.43K - $5.14K
|
1.67K
$647K
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.81K- 14.74% |
$887K - $1.03M
|
16.2K
$6.28M
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-5- 0.31% |
$1.58K - $1.84K
|
1.63K
$631K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-65- 8.26% |
$20.5K - $23.9K
|
722
$279K
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.49M+ 3987.11% |
$472M - $549M
|
1.53M
$592M
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.52K+ 3.64% |
$480K - $558K
|
43.3K
$16.7M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
160+ 84.21% |
$50.6K - $58.8K
|
350
$135K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.8KNew |
$884K - $1.03M
|
2.8K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 1.0% |
$72.4K - $84.1K
|
22.7K
$8.77M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-84- 21.88% |
$26.6K - $30.9K
|
300
$116K
|