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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-192- 0.26% |
$60.7K - $70.5K
|
72.5K
$28M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$498K - $578K
|
1.57K
$609K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-101- 8.25% |
$31.9K - $37.1K
|
1.12K
$434K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$190K - $220K
|
600
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.37K+ 13.67% |
$434K - $505K
|
11.4K
$4.42M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$948 - $1.1K
|
1.41K
$544K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$4.11K - $4.78K
|
13
$5.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-385- 1.34% |
$122K - $141K
|
28.4K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
67+ 0.83% |
$21.2K - $24.6K
|
8.18K
$3.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.96KNew |
$1.57M - $1.82M
|
4.96K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 14.61% |
$466K - $541K
|
11.6K
$4.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.48K- 8.66% |
$2.36M - $2.75M
|
78.8K
$30.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
80+ 5.14% |
$25.3K - $29.4K
|
1.64K
$633K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.4K+ 3.51% |
$2.02M - $2.35M
|
189K
$73M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$45.8K - $53.3K
|
145
$56.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.11KNew |
$350K - $407K
|
1.11K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-40- 2.34% |
$12.6K - $14.7K
|
1.67K
$645K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-454- 4.4% |
$144K - $167K
|
9.86K
$3.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 9.4% |
$322K - $374K
|
9.81K
$3.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 3.0% |
$948 - $1.1K
|
97
$37.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-12- 0.24% |
$3.79K - $4.41K
|
5.03K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
128+ 8.77% |
$40.5K - $47K
|
1.59K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
560New |
$177K - $206K
|
560
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-50- 2.99% |
$15.8K - $18.4K
|
1.62K
$628K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52K+ 3.62% |
$481K - $558K
|
43.5K
$16.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
882+ 84.48% |
$279K - $324K
|
1.93K
$745K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.38K+ 1.87% |
$435K - $505K
|
74.9K
$29M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
560New |
$177K - $206K
|
560
$217K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
575New |
$182K - $211K
|
575
$222K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
370+ 2.66% |
$117K - $136K
|
14.3K
$5.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
331+ 10.55% |
$105K - $122K
|
3.47K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-120- 5.35% |
$37.9K - $44.1K
|
2.13K
$822K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-268- 27.54% |
$84.7K - $98.4K
|
705
$273K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.46% |
$2.53K - $2.94K
|
1.74K
$672K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-575- 7.31% |
$182K - $211K
|
7.3K
$2.82M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.2K- 4.16% |
$378K - $440K
|
27.6K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-328- 24.15% |
$104K - $120K
|
1.03K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.79K- 71.06% |
$1.83M - $2.13M
|
2.36K
$912K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
161+ 0.42% |
$50.9K - $59.1K
|
38.8K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-18- 0.6% |
$5.69K - $6.61K
|
3K
$1.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-60- 8.81% |
$19K - $22K
|
621
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-87- 8.29% |
$27.5K - $32K
|
962
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-70- 8.14% |
$22.1K - $25.7K
|
790
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
103+ 13.17% |
$32.6K - $37.8K
|
885
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.93KNew |
$1.56M - $1.81M
|
4.93K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
288+ 4.45% |
$91.1K - $106K
|
6.76K
$2.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$316 - $367
|
643
$249K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 1.79% |
$7.27K - $8.45K
|
1.26K
$487K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.51KNew |
$477K - $555K
|
1.51K
$584K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-193- 31.18% |
$61K - $70.9K
|
426
$165K
|