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 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
747New |
$236K - $274K
|
747
$289K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.08% |
$8.54K - $9.92K
|
34.9K
$13.5M
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
566New |
$179K - $208K
|
566
$219K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
393+ 9.46% |
$124K - $144K
|
4.55K
$1.76M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-600- 5.57% |
$190K - $220K
|
10.2K
$3.93M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83- 1.85% |
$26.2K - $30.5K
|
4.4K
$1.7M
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-40- 2.02% |
$12.6K - $14.7K
|
1.94K
$749K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.56K- 4.88% |
$1.44M - $1.67M
|
88.7K
$34.3M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.05K- 1.88% |
$2.54M - $2.96M
|
419K
$162M
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.15K- 4.16% |
$364K - $422K
|
26.5K
$10.3M
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
16+ 1.61% |
$5.06K - $5.88K
|
1.01K
$391K
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
607New |
$192K - $223K
|
607
$235K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
941+ 0.91% |
$297K - $346K
|
105K
$40.6M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
435+ 1.05% |
$138K - $160K
|
41.7K
$16.1M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-251- 7.29% |
$79.4K - $92.2K
|
3.19K
$1.23M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 3.97% |
$17.4K - $20.2K
|
1.33K
$515K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
265+ 13.31% |
$83.8K - $97.3K
|
2.26K
$873K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 11.69% |
$454K - $528K
|
13.7K
$5.31M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 9.79% |
$410K - $476K
|
11.9K
$4.62M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 17.36% |
$6.64K - $7.71K
|
100
$38.7K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.81K- 83.92% |
$1.52M - $1.77M
|
921
$356K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-322- 1.36% |
$102K - $118K
|
23.3K
$9.02M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.58% |
$5.69K - $6.61K
|
3.1K
$1.2M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
324+ 11.67% |
$102K - $119K
|
3.1K
$1.2M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-25- 0.46% |
$7.9K - $9.18K
|
5.44K
$2.1M
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-293- 0.72% |
$92.6K - $108K
|
40.6K
$15.7M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-493- 20.78% |
$156K - $181K
|
1.88K
$727K
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
42.6KNew |
$13.5M - $15.6M
|
42.6K
$16.5M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
985New |
$311K - $362K
|
985
$381K
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 0.98% |
$5.06K - $5.88K
|
1.62K
$625K
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.06K- 0.97% |
$652K - $757K
|
211K
$81.5M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.4K- 43.8% |
$8.66M - $10.1M
|
35.1K
$13.6M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
58+ 0.15% |
$18.3K - $21.3K
|
38K
$14.7M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-142- 3.0% |
$44.9K - $52.2K
|
4.59K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-440- 6.43% |
$139K - $162K
|
6.41K
$2.48M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-266- 14.56% |
$84.1K - $97.7K
|
1.56K
$604K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 6.91% |
$19.6K - $22.8K
|
835
$323K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49- 5.72% |
$15.5K - $18K
|
807
$312K
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4+ 0.02% |
$1.26K - $1.47K
|
17.3K
$6.68M
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-284- 1.91% |
$89.8K - $104K
|
14.6K
$5.63M
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.11% |
$2.53K - $2.94K
|
7.43K
$2.87M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.92K- 6.05% |
$923K - $1.07M
|
45.4K
$17.6M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
496+ 6.8% |
$157K - $182K
|
7.79K
$3.01M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-221- 2.58% |
$69.9K - $81.2K
|
8.35K
$3.23M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-154- 7.09% |
$48.7K - $56.6K
|
2.02K
$781K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-31- 0.39% |
$9.8K - $11.4K
|
8.01K
$3.1M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
1+ 0.03% |
$316 - $367
|
3.36K
$1.3M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66+ 104.76% |
$20.9K - $24.2K
|
129
$49.9K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2.39K+ 29.12% |
$755K - $877K
|
10.6K
$4.09M
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.43K+ 106.82% |
$451K - $523K
|
2.76K
$1.07M
|