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 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
159+ 2.54% |
$46.8K - $53.9K
|
6.42K
$2.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-53- 14.48% |
$15.6K - $18K
|
313
$121K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-63- 2.7% |
$18.5K - $21.4K
|
2.27K
$878K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-123- 4.21% |
$36.2K - $41.7K
|
2.8K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.35K- 67.77% |
$693K - $798K
|
1.12K
$433K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.2K- 38.2% |
$352K - $405K
|
1.94K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1K- 48.1% |
$294K - $339K
|
1.08K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
300+ 13.7% |
$88.3K - $102K
|
2.49K
$963K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.01K+ 151.35% |
$298K - $343K
|
1.68K
$650K
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
682New |
$201K - $231K
|
682
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
420New |
$124K - $142K
|
420
$162K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-614- 53.67% |
$181K - $208K
|
530
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-150- 23.7% |
$44.2K - $50.9K
|
483
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-292- 31.1% |
$86K - $99K
|
647
$250K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.09KNew |
$1.2M - $1.39M
|
4.09K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 200.0% |
$33K - $38K
|
168
$65K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-141- 8.31% |
$41.5K - $47.8K
|
1.56K
$602K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
630New |
$185K - $214K
|
630
$244K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$294 - $339
|
1.52K
$587K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-42- 2.14% |
$12.4K - $14.2K
|
1.92K
$744K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
649New |
$191K - $220K
|
649
$251K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.11% |
$294 - $339
|
891
$345K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.75KNew |
$2.28M - $2.63M
|
7.75K
$3M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-72- 3.55% |
$21.2K - $24.4K
|
1.96K
$757K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.09KNew |
$1.5M - $1.72M
|
5.09K
$1.97M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-290- 16.76% |
$85.4K - $98.3K
|
1.44K
$557K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
402+ 5.47% |
$118K - $136K
|
7.76K
$3M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-29- 1.78% |
$8.54K - $9.83K
|
1.6K
$619K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.09K+ 0.99% |
$319K - $368K
|
111K
$42.9M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
6.7KNew |
$1.97M - $2.27M
|
6.7K
$2.59M
|
|
| Q4 2023 | |||||||
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
152KNew |
$39.1M - $46.3M
|
152K
$58.9M
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.19% |
$3.6K - $4.26K
|
7.29K
$2.82M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
171+ 2.42% |
$43.9K - $52K
|
7.23K
$2.8M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 1.95% |
$427K - $505K
|
83.4K
$32.3M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.46KNew |
$631K - $747K
|
2.46K
$950K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
322New |
$82.7K - $98K
|
322
$125K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-9- 0.59% |
$2.31K - $2.74K
|
1.51K
$584K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
750New |
$193K - $228K
|
750
$290K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$119K - $141K
|
462
$179K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-65- 1.33% |
$16.7K - $19.8K
|
4.82K
$1.86M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-770- 2.71% |
$198K - $234K
|
27.6K
$10.7M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.07KNew |
$275K - $326K
|
1.07K
$415K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 3.03% |
$775K - $918K
|
96.6K
$37.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
$335K - $396K
|
1.3K
$504K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.07KNew |
$2.07M - $2.45M
|
8.07K
$3.12M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5KNew |
$385K - $456K
|
1.5K
$580K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$6.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.98KNew |
$507K - $601K
|
1.98K
$764K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$307K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.4K+ 5.69% |
$616K - $730K
|
44.6K
$17.2M
|
|