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 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75+ 3.14% |
$24.9K - $28.7K
|
2.46K
$970K
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-11.9K- 30.27% |
$3.95M - $4.55M
|
27.4K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24K+ 8.99% |
$742K - $856K
|
27.1K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2.02K+ 2.84% |
$672K - $775K
|
73.4K
$28.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-279- 2.59% |
$92.6K - $107K
|
10.5K
$4.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-282- 19.96% |
$93.6K - $108K
|
1.13K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.12KNew |
$371K - $428K
|
1.12K
$440K
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.07K+ 44.07% |
$1.02M - $1.18M
|
10K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 45.01% |
$2.51M - $2.89M
|
9.24K
$3.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.92K+ 5.3% |
$637K - $734K
|
38.1K
$15M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-378- 15.64% |
$126K - $145K
|
2.04K
$803K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.26K+ 14.88% |
$419K - $483K
|
9.74K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-56- 0.84% |
$18.6K - $21.4K
|
6.64K
$2.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-141- 8.04% |
$46.8K - $54K
|
1.61K
$635K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
107+ 0.51% |
$35.5K - $41K
|
21.2K
$8.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-76- 2.33% |
$25.2K - $29.1K
|
3.18K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-359- 3.02% |
$119K - $137K
|
11.5K
$4.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
544+ 0.53% |
$181K - $208K
|
104K
$40.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.32K - $2.68K
|
5.03K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-63- 14.75% |
$20.9K - $24.1K
|
364
$143K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
435+ 6.22% |
$144K - $167K
|
7.42K
$2.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
309+ 3.65% |
$103K - $118K
|
8.78K
$3.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 12.41% |
$542K - $624K
|
11.5K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-890- 4.76% |
$295K - $341K
|
17.8K
$7.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-104- 6.05% |
$34.5K - $39.8K
|
1.62K
$636K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 16.44% |
$19.9K - $23K
|
425
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-162- 15.85% |
$53.8K - $62K
|
860
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
417+ 213.85% |
$138K - $160K
|
612
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-807- 4.21% |
$268K - $309K
|
18.4K
$7.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.54% |
$23.9K - $27.6K
|
13.2K
$5.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
407+ 1.25% |
$135K - $156K
|
33K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
314+ 2.21% |
$104K - $120K
|
14.5K
$5.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-81- 1.83% |
$26.9K - $31K
|
4.34K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.57K- 1.22% |
$522K - $602K
|
127K
$50.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.4% |
$24.9K - $28.7K
|
18.6K
$7.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
165+ 0.63% |
$54.8K - $63.2K
|
26.4K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 6.91% |
$12.6K - $14.5K
|
588
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-168- 0.8% |
$55.8K - $64.3K
|
20.7K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23- 1.23% |
$7.64K - $8.8K
|
1.85K
$727K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
19+ 0.93% |
$6.31K - $7.27K
|
2.05K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
103+ 8.87% |
$34.2K - $39.4K
|
1.26K
$498K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 2.26% |
$1.62M - $1.86M
|
220K
$86.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 4.54% |
$16.6K - $19.1K
|
1.05K
$414K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
539+ 71.3% |
$179K - $206K
|
1.3K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
99+ 0.49% |
$32.9K - $37.9K
|
20.3K
$7.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12- 1.4% |
$3.98K - $4.59K
|
848
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.31K- 53.44% |
$1.76M - $2.03M
|
4.63K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.01K+ 128.76% |
$1.66M - $1.92M
|
8.89K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 6.17% |
$111K - $128K
|
5.08K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.61K- 11.94% |
$2.86M - $3.3M
|
63.5K
$25M
|