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 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-637- 19.83% |
$211K - $244K
|
2.58K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-125- 14.4% |
$41.5K - $47.8K
|
743
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 0.67% |
$71.4K - $82.3K
|
32.4K
$12.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 98.47% |
$42.8K - $49.4K
|
260
$102K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-417- 2.68% |
$138K - $160K
|
15.1K
$5.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 37.63% |
$446K - $514K
|
4.91K
$1.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-557- 6.95% |
$185K - $213K
|
7.46K
$2.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-984- 5.17% |
$327K - $377K
|
18K
$7.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.18KNew |
$1.39M - $1.6M
|
4.18K
$1.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
580+ 12.24% |
$193K - $222K
|
5.32K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 12.07% |
$694K - $800K
|
19.4K
$7.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-20- 0.64% |
$6.64K - $7.66K
|
3.08K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 1.34% |
$15.3K - $17.6K
|
3.49K
$1.37M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
349+ 3.97% |
$116K - $134K
|
9.14K
$3.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-30- 2.88% |
$9.96K - $11.5K
|
1.01K
$399K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
70+ 11.35% |
$23.2K - $26.8K
|
687
$271K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
165+ 5.93% |
$54.8K - $63.2K
|
2.95K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-165- 1.6% |
$54.8K - $63.2K
|
10.1K
$4M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.32K+ 137.88% |
$769K - $886K
|
3.99K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4- 0.05% |
$1.33K - $1.53K
|
8.31K
$3.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$12.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-9- 0.01% |
$2.99K - $3.44K
|
102K
$40M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$210K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
338+ 3.66% |
$112K - $129K
|
9.57K
$3.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$854K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-85- 0.94% |
$28.2K - $32.5K
|
8.97K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17+ 1.94% |
$5.64K - $6.51K
|
892
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.35% |
$4.98K - $5.74K
|
1.1K
$433K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$3.32K - $3.83K
|
1.03K
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.33K - $1.53K
|
4.58K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
706+ 14.95% |
$234K - $270K
|
5.43K
$2.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-614- 9.76% |
$204K - $235K
|
5.67K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-390- 5.75% |
$129K - $149K
|
6.39K
$2.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
54+ 0.77% |
$17.9K - $20.7K
|
7.11K
$2.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.13K- 8.93% |
$706K - $814K
|
21.7K
$8.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.83K- 9.85% |
$608K - $700K
|
16.7K
$6.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-15.4K- 8.39% |
$5.1M - $5.88M
|
168K
$66.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-663- 1.57% |
$220K - $254K
|
41.7K
$16.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-3- 0.51% |
$996 - $1.15K
|
589
$232K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
54+ 6.01% |
$17.9K - $20.7K
|
953
$376K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.37K+ 6.59% |
$1.12M - $1.29M
|
54.5K
$21.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 14.18% |
$383K - $441K
|
9.29K
$3.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
20+ 2.04% |
$6.64K - $7.66K
|
1K
$395K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18K- 46.07% |
$5.98M - $6.89M
|
21.1K
$8.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-55- 0.82% |
$18.3K - $21.1K
|
6.63K
$2.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-537- 17.41% |
$178K - $206K
|
2.55K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-314- 3.02% |
$104K - $120K
|
10.1K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.92% |
$6.64K - $7.66K
|
2.14K
$845K
|