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 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-31- 7.93% |
$9.8K - $11.4K
|
360
$139K
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-123- 16.44% |
$38.9K - $45.2K
|
625
$242K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-750- 27.0% |
$237K - $275K
|
2.03K
$785K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17- 1.38% |
$5.37K - $6.24K
|
1.22K
$471K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-70- 1.39% |
$22.1K - $25.7K
|
4.97K
$1.92M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.86% |
$15.5K - $18K
|
1.66K
$644K
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
723New |
$229K - $266K
|
723
$280K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-138- 18.6% |
$43.6K - $50.7K
|
604
$234K
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.6K+ 28.57% |
$506K - $588K
|
7.2K
$2.79M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 6.04% |
$47.4K - $55.1K
|
2.33K
$903K
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
550New |
$174K - $202K
|
550
$213K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$54.1K - $62.8K
|
171
$66.2K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
516New |
$163K - $190K
|
516
$200K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-294- 13.16% |
$92.9K - $108K
|
1.94K
$750K
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$420K - $487K
|
1.33K
$513K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 16.2% |
$79K - $91.8K
|
1.29K
$500K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-668- 48.55% |
$211K - $245K
|
708
$274K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
566New |
$179K - $208K
|
566
$219K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-172- 14.97% |
$54.4K - $63.2K
|
977
$378K
|
|
Q1 2024 | |||||||
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.08K- 69.55% |
$1.49M - $1.72M
|
2.22K
$860K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.35% |
$294 - $339
|
282
$109K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9- 0.96% |
$2.65K - $3.05K
|
929
$359K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
32+ 3.92% |
$9.42K - $10.8K
|
849
$328K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.5K- 9.53% |
$3.97M - $4.57M
|
128K
$49.6M
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-64- 5.99% |
$18.8K - $21.7K
|
1K
$388K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-105- 5.3% |
$30.9K - $35.6K
|
1.88K
$727K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-21.4K- 40.44% |
$6.3M - $7.25M
|
31.5K
$12.2M
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.12KNew |
$624K - $718K
|
2.12K
$820K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
245+ 12.44% |
$72.1K - $83.1K
|
2.22K
$857K
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
821+ 0.86% |
$242K - $278K
|
96.8K
$37.4M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05KNew |
$1.19M - $1.37M
|
4.05K
$1.57M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.21K- 6.23% |
$2.42M - $2.78M
|
124K
$47.8M
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5- 0.11% |
$1.47K - $1.7K
|
4.61K
$1.78M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18- 52.94% |
$5.3K - $6.1K
|
16
$6.19K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
130New |
$38.3K - $44.1K
|
130
$50.3K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-232- 4.03% |
$68.3K - $78.7K
|
5.53K
$2.14M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 73.83% |
$1.41M - $1.62M
|
1.69K
$655K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-540- 35.41% |
$159K - $183K
|
985
$381K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 18.38% |
$58.9K - $67.8K
|
888
$344K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-580- 0.36% |
$171K - $197K
|
158K
$61.3M
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
643New |
$189K - $218K
|
643
$249K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
100+ 7.5% |
$29.4K - $33.9K
|
1.43K
$554K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
43.3KNew |
$12.7M - $14.7M
|
43.3K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
277New |
$81.6K - $93.9K
|
277
$107K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
114New |
$33.6K - $38.6K
|
114
$44.1K
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
658New |
$194K - $223K
|
658
$255K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.28KNew |
$376K - $433K
|
1.28K
$494K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83New |
$24.4K - $28.1K
|
83
$32.1K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.29K- 61.06% |
$380K - $437K
|
822
$318K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
657New |
$193K - $223K
|
657
$254K
|