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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.35K- 3.91% |
$1.28M - $1.47M
|
107K
$41.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.45K+ 377.86% |
$427K - $492K
|
1.84K
$710K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50New |
$14.7K - $17K
|
50
$19.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-81- 2.05% |
$23.8K - $27.5K
|
3.87K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
77+ 0.9% |
$22.7K - $26.1K
|
8.59K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
610New |
$180K - $207K
|
610
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 7.08% |
$52.1K - $60K
|
2.32K
$898K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
208+ 2.01% |
$61.2K - $70.5K
|
10.5K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-28- 2.27% |
$8.24K - $9.49K
|
1.2K
$466K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 4.3% |
$11.8K - $13.6K
|
890
$344K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
162KNew |
$47.6M - $54.8M
|
162K
$62.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-261- 15.6% |
$76.8K - $88.5K
|
1.41K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
782New |
$230K - $265K
|
782
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-159- 3.51% |
$46.8K - $53.9K
|
4.37K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-68- 7.22% |
$20K - $23.1K
|
874
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
625New |
$184K - $212K
|
625
$242K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 8.1% |
$29.4K - $33.9K
|
1.33K
$516K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.36% |
$883 - $1.02K
|
825
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.9% |
$1.18K - $1.36K
|
440
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
618New |
$182K - $210K
|
618
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
357+ 8.45% |
$105K - $121K
|
4.58K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 0.38% |
$4.42K - $5.09K
|
3.91K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-54- 1.35% |
$15.9K - $18.3K
|
3.96K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-74- 11.73% |
$21.8K - $25.1K
|
557
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.95KNew |
$574K - $660K
|
1.95K
$754K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
13+ 11.21% |
$3.83K - $4.41K
|
129
$49.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-532- 28.83% |
$157K - $180K
|
1.31K
$508K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-398- 32.07% |
$117K - $135K
|
843
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.7K- 76.14% |
$1.97M - $2.27M
|
2.1K
$812K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
3.2KNew |
$942K - $1.08M
|
3.2K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
3.61K+ 188.01% |
$1.06M - $1.22M
|
5.53K
$2.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
208+ 670.97% |
$61.2K - $70.5K
|
239
$92.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 43.48% |
$2.94K - $3.39K
|
33
$12.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-132- 3.62% |
$38.9K - $44.7K
|
3.52K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
801New |
$236K - $272K
|
801
$310K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 1.94% |
$33K - $38K
|
5.65K
$2.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-24- 1.8% |
$7.07K - $8.14K
|
1.31K
$506K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
600New |
$177K - $203K
|
600
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-30- 2.42% |
$8.83K - $10.2K
|
1.21K
$468K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-884- 8.85% |
$260K - $300K
|
9.11K
$3.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
610New |
$180K - $207K
|
610
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-433- 18.44% |
$127K - $147K
|
1.92K
$741K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1- 0.04% |
$294 - $339
|
2.65K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
$294 - $339
|
1.55K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-484- 16.98% |
$143K - $164K
|
2.37K
$915K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 6.23% |
$23.6K - $27.1K
|
1.37K
$528K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2- 0.15% |
$589 - $678
|
1.31K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-61- 3.59% |
$18K - $20.7K
|
1.64K
$634K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-85- 8.75% |
$25K - $28.8K
|
886
$343K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6+ 0.33% |
$1.77K - $2.03K
|
1.81K
$701K
|