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
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
393+ 9.46% |
$124K - $144K
|
4.55K
$1.79M
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-600- 5.57% |
$190K - $220K
|
10.2K
$4.01M
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 3.97% |
$17.4K - $20.2K
|
1.33K
$525K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
265+ 13.31% |
$83.8K - $97.3K
|
2.26K
$889K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 17.36% |
$6.64K - $7.71K
|
100
$39.4K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.81K- 83.92% |
$1.52M - $1.77M
|
921
$363K
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
42.6KNew |
$13.5M - $15.6M
|
42.6K
$16.8M
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
985New |
$311K - $362K
|
985
$388K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-266- 14.56% |
$84.1K - $97.7K
|
1.56K
$615K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 6.91% |
$19.6K - $22.8K
|
835
$329K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-31- 0.39% |
$9.8K - $11.4K
|
8.01K
$3.16M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66+ 104.76% |
$20.9K - $24.2K
|
129
$50.8K
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.72% |
$3.79K - $4.41K
|
1.65K
$649K
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-934- 19.49% |
$295K - $343K
|
3.86K
$1.52M
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
836New |
$264K - $307K
|
836
$329K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-104- 4.11% |
$32.9K - $38.2K
|
2.42K
$955K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
382+ 29.84% |
$121K - $140K
|
1.66K
$655K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-120- 2.89% |
$37.9K - $44.1K
|
4.03K
$1.59M
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.43% |
$2.21K - $2.57K
|
1.63K
$642K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
200+ 4.98% |
$63.2K - $73.5K
|
4.22K
$1.66M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
24+ 3.75% |
$7.59K - $8.82K
|
664
$262K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16- 0.34% |
$5.06K - $5.88K
|
4.74K
$1.87M
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-18- 2.54% |
$5.69K - $6.61K
|
690
$272K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-17- 2.04% |
$5.37K - $6.24K
|
815
$321K
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
563New |
$178K - $207K
|
563
$222K
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
584New |
$185K - $215K
|
584
$230K
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-245- 5.04% |
$77.5K - $90K
|
4.62K
$1.82M
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 0.56% |
$7.9K - $9.18K
|
4.46K
$1.76M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 3.01% |
$31.6K - $36.7K
|
3.42K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
727New |
$230K - $267K
|
727
$287K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
460+ 7.33% |
$145K - $169K
|
6.73K
$2.65M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
829New |
$262K - $305K
|
829
$327K
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-216K- 99.7% |
$68.3M - $79.3M
|
643
$253K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.17% |
$10.7K - $12.5K
|
2.93K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
854New |
$270K - $314K
|
854
$337K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
162+ 18.84% |
$51.2K - $59.5K
|
1.02K
$403K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7+ 0.64% |
$2.21K - $2.57K
|
1.11K
$436K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
91+ 4.13% |
$28.8K - $33.4K
|
2.29K
$903K
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-466- 12.32% |
$147K - $171K
|
3.32K
$1.31M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
500+ 4.35% |
$158K - $184K
|
12K
$4.73M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
511+ 23.41% |
$162K - $188K
|
2.69K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-24- 1.2% |
$7.59K - $8.82K
|
1.97K
$777K
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
362New |
$114K - $133K
|
362
$143K
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-67- 3.21% |
$21.2K - $24.6K
|
2.02K
$797K
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-9.12K- 80.27% |
$2.88M - $3.35M
|
2.24K
$883K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41+ 2.2% |
$13K - $15.1K
|
1.9K
$750K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70+ 7.61% |
$22.1K - $25.7K
|
990
$390K
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-38- 2.28% |
$12K - $14K
|
1.63K
$642K
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
624New |
$197K - $229K
|
624
$246K
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1- 0.1% |
$316 - $367
|
969
$382K
|