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 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.95% |
$3.48K - $4.04K
|
1.17K
$462K
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-300- 19.62% |
$94.8K - $110K
|
1.23K
$484K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 2.11% |
$5.37K - $6.24K
|
821
$324K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.79% |
$3.16K - $3.67K
|
1.26K
$495K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$5.37K - $6.24K
|
17
$6.7K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$666K - $774K
|
2.11K
$830K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-182- 21.39% |
$57.5K - $66.9K
|
669
$264K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
46New |
$14.5K - $16.9K
|
46
$18.1K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 3.77% |
$13.6K - $15.8K
|
1.1K
$433K
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-44- 3.56% |
$13.9K - $16.2K
|
1.19K
$469K
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 3.94% |
$126K - $147K
|
9.75K
$3.84M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-296- 45.89% |
$93.6K - $109K
|
349
$138K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
343+ 25.37% |
$108K - $126K
|
1.7K
$668K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$498K - $578K
|
1.57K
$620K
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-101- 8.25% |
$31.9K - $37.1K
|
1.12K
$443K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$190K - $220K
|
600
$236K
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$948 - $1.1K
|
1.41K
$555K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$4.11K - $4.78K
|
13
$5.12K
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.96KNew |
$1.57M - $1.82M
|
4.96K
$1.95M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 14.61% |
$466K - $541K
|
11.6K
$4.56M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
80+ 5.14% |
$25.3K - $29.4K
|
1.64K
$645K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$45.8K - $53.3K
|
145
$57.1K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-40- 2.34% |
$12.6K - $14.7K
|
1.67K
$657K
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
128+ 8.77% |
$40.5K - $47K
|
1.59K
$626K
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-50- 2.99% |
$15.8K - $18.4K
|
1.62K
$640K
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
882+ 84.48% |
$279K - $324K
|
1.93K
$759K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
560New |
$177K - $206K
|
560
$221K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
575New |
$182K - $211K
|
575
$227K
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
331+ 10.55% |
$105K - $122K
|
3.47K
$1.37M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-268- 27.54% |
$84.7K - $98.4K
|
705
$278K
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.46% |
$2.53K - $2.94K
|
1.74K
$685K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-328- 24.15% |
$104K - $120K
|
1.03K
$406K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.79K- 71.06% |
$1.83M - $2.13M
|
2.36K
$929K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-18- 0.6% |
$5.69K - $6.61K
|
3K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-60- 8.81% |
$19K - $22K
|
621
$245K
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-87- 8.29% |
$27.5K - $32K
|
962
$379K
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
103+ 13.17% |
$32.6K - $37.8K
|
885
$349K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.93KNew |
$1.56M - $1.81M
|
4.93K
$1.94M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
288+ 4.45% |
$91.1K - $106K
|
6.76K
$2.67M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$316 - $367
|
643
$253K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 1.79% |
$7.27K - $8.45K
|
1.26K
$497K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-193- 31.18% |
$61K - $70.9K
|
426
$168K
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-31- 7.93% |
$9.8K - $11.4K
|
360
$142K
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-123- 16.44% |
$38.9K - $45.2K
|
625
$246K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-750- 27.0% |
$237K - $275K
|
2.03K
$799K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17- 1.38% |
$5.37K - $6.24K
|
1.22K
$480K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-70- 1.39% |
$22.1K - $25.7K
|
4.97K
$1.96M
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
723New |
$229K - $266K
|
723
$285K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-138- 18.6% |
$43.6K - $50.7K
|
604
$238K
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.6K+ 28.57% |
$506K - $588K
|
7.2K
$2.84M
|