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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.03% |
$294 - $339
|
3.29K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
942+ 136.92% |
$277K - $319K
|
1.63K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
330+ 13.95% |
$97.2K - $112K
|
2.7K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-110- 14.65% |
$32.4K - $37.3K
|
641
$248K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1- 0.05% |
$294 - $339
|
1.89K
$731K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
13KNew |
$3.84M - $4.42M
|
13K
$5.04M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
31+ 44.93% |
$9.13K - $10.5K
|
100
$38.7K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-79- 2.48% |
$23.3K - $26.8K
|
3.11K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-97- 10.92% |
$28.6K - $32.9K
|
791
$306K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 0.13% |
$1.18K - $1.36K
|
3.03K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.04K+ 32.29% |
$305K - $351K
|
4.24K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-126- 1.61% |
$37.1K - $42.7K
|
7.71K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-33- 30.0% |
$9.72K - $11.2K
|
77
$29.8K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
652New |
$192K - $221K
|
652
$252K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-639- 25.14% |
$188K - $217K
|
1.9K
$736K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
69New |
$20.3K - $23.4K
|
69
$26.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40+ 2.93% |
$11.8K - $13.6K
|
1.41K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-625- 41.97% |
$184K - $212K
|
864
$334K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-163- 18.46% |
$48K - $55.3K
|
720
$279K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 6.92% |
$17.7K - $20.3K
|
807
$312K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8- 3.43% |
$2.36K - $2.71K
|
225
$87K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.1% |
$294 - $339
|
1.02K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 5.56% |
$4.42K - $5.09K
|
255
$98.6K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.03K+ 5.27% |
$304K - $351K
|
20.7K
$8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.32K+ 5.85% |
$1.86M - $2.14M
|
114K
$44.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-64- 0.66% |
$18.8K - $21.7K
|
9.7K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.11% |
$294 - $339
|
918
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.46K+ 0.69% |
$1.02M - $1.17M
|
502K
$194M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.26% |
$2.65K - $3.05K
|
3.42K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
29+ 2.05% |
$8.54K - $9.83K
|
1.45K
$560K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245New |
$72.1K - $83.1K
|
245
$94.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
52+ 1.5% |
$15.3K - $17.6K
|
3.52K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
929New |
$274K - $315K
|
929
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$946K - $1.09M
|
3.21K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.58K- 50.0% |
$759K - $874K
|
2.58K
$997K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-341- 7.23% |
$100K - $116K
|
4.37K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-23- 1.8% |
$6.77K - $7.8K
|
1.26K
$486K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
881+ 54.79% |
$259K - $299K
|
2.49K
$963K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-300- 22.22% |
$88.3K - $102K
|
1.05K
$406K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-91- 1.68% |
$26.8K - $30.8K
|
5.33K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-326- 14.02% |
$96K - $111K
|
2K
$774K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 25.0% |
$3.53K - $4.07K
|
36
$13.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-15- 0.33% |
$4.42K - $5.09K
|
4.49K
$1.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
9.72KNew |
$2.86M - $3.29M
|
9.72K
$3.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$561K - $646K
|
1.91K
$738K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
752New |
$221K - $255K
|
752
$291K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
673+ 1641.46% |
$198K - $228K
|
714
$276K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.98% |
$8.83K - $10.2K
|
3.04K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-180- 5.7% |
$53K - $61K
|
2.98K
$1.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
389New |
$115K - $132K
|
389
$150K
|