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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6+ 0.49% |
$1.99K - $2.3K
|
1.23K
$513K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-38- 0.68% |
$12.6K - $14.5K
|
5.58K
$2.32M
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-50- 11.11% |
$16.6K - $19.1K
|
400
$167K
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
421+ 6.21% |
$140K - $161K
|
7.2K
$3M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$222K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.39KNew |
$795K - $916K
|
2.39K
$996K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
545New |
$181K - $209K
|
545
$227K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
750+ 67.87% |
$249K - $287K
|
1.86K
$772K
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.87% |
$3.98K - $4.59K
|
1.36K
$567K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 0.47% |
$4.11M - $4.74M
|
2.63M
$1.09B
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 8.5% |
$66.4K - $76.6K
|
2.15K
$897K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 2.52% |
$6.08M - $7.01M
|
744K
$310M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-915- 16.98% |
$304K - $350K
|
4.48K
$1.86M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 5.03% |
$2.66K - $3.06K
|
151
$62.9K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
741New |
$246K - $284K
|
741
$309K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
815New |
$271K - $312K
|
815
$339K
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-78- 4.41% |
$25.9K - $29.9K
|
1.69K
$704K
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$340K - $392K
|
1.02K
$426K
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
143+ 18.72% |
$47.5K - $54.7K
|
907
$378K
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-11.9K- 30.27% |
$3.95M - $4.55M
|
27.4K
$11.4M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-141- 8.04% |
$46.8K - $54K
|
1.61K
$671K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
417+ 213.85% |
$138K - $160K
|
612
$255K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 6.91% |
$12.6K - $14.5K
|
588
$245K
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23- 1.23% |
$7.64K - $8.8K
|
1.85K
$769K
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-472- 37.91% |
$157K - $181K
|
773
$322K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.4KNew |
$465K - $537K
|
1.4K
$584K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-17.4K- 95.22% |
$5.77M - $6.65M
|
873
$363K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
637New |
$211K - $244K
|
637
$265K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39- 0.07% |
$12.9K - $14.9K
|
52.2K
$21.7M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
788New |
$262K - $302K
|
788
$328K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-150- 11.11% |
$49.8K - $57.4K
|
1.2K
$500K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$240K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 5.5% |
$19.9K - $23K
|
1.03K
$429K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-448- 15.73% |
$149K - $171K
|
2.4K
$999K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$74.9K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$334K
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-81- 4.87% |
$26.9K - $31K
|
1.58K
$659K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$540K - $623K
|
1.63K
$677K
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$296K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 36.7% |
$13.3K - $15.3K
|
149
$62K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$672K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$58.7K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$432K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.27M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 37.63% |
$446K - $514K
|
4.91K
$2.05M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.32K+ 137.88% |
$769K - $886K
|
3.99K
$1.66M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$13.3K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$222K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$902K
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$3.32K - $3.83K
|
1.03K
$427K
|