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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
739New |
$190K - $225K
|
739
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.48% |
$4.62K - $5.48K
|
535
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
817New |
$210K - $249K
|
817
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
369New |
$94.8K - $112K
|
369
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.39KNew |
$358K - $424K
|
1.39K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.22KNew |
$312K - $370K
|
1.22K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
738New |
$190K - $225K
|
738
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
256+ 382.09% |
$65.8K - $77.9K
|
323
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
49.8K+ 67.55% |
$12.8M - $15.2M
|
124K
$47.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21K+ 4.48% |
$5.39M - $6.39M
|
490K
$189M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-742- 39.89% |
$191K - $226K
|
1.12K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
142+ 1.63% |
$36.5K - $43.2K
|
8.87K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-922- 68.14% |
$237K - $280K
|
431
$167K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
466New |
$120K - $142K
|
466
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.18K+ 68.26% |
$1.07M - $1.27M
|
10.3K
$3.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-104- 8.77% |
$26.7K - $31.6K
|
1.08K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.48K+ 39.96% |
$381K - $451K
|
5.19K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
120+ 1.5% |
$30.8K - $36.5K
|
8.1K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
123+ 2.55% |
$31.6K - $37.4K
|
4.95K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.01KNew |
$260K - $308K
|
1.01K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-283- 2.3% |
$72.7K - $86.1K
|
12K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-332- 18.57% |
$85.3K - $101K
|
1.46K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
803New |
$206K - $244K
|
803
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 2.72% |
$17K - $20.1K
|
2.36K
$914K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
781New |
$201K - $238K
|
781
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
19.2KNew |
$4.92M - $5.83M
|
19.2K
$7.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.13KNew |
$291K - $345K
|
1.13K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10+ 0.44% |
$2.57K - $3.04K
|
2.3K
$891K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
807New |
$207K - $245K
|
807
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-459- 32.67% |
$118K - $140K
|
946
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.88% |
$11.3K - $13.4K
|
2.3K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 1.15% |
$4.88K - $5.78K
|
1.63K
$632K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$1.28K - $1.52K
|
5
$1.93K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.26K+ 0.82% |
$324K - $384K
|
155K
$60.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
666New |
$171K - $203K
|
666
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
676New |
$174K - $206K
|
676
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-97- 9.57% |
$24.9K - $29.5K
|
917
$355K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
765New |
$197K - $233K
|
765
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-88- 2.67% |
$22.6K - $26.8K
|
3.21K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
680New |
$175K - $207K
|
680
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
741New |
$190K - $225K
|
741
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
678New |
$174K - $206K
|
678
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-98- 3.96% |
$25.2K - $29.8K
|
2.38K
$920K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.46K+ 7.92% |
$632K - $748K
|
33.5K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-7- 6.54% |
$1.8K - $2.13K
|
100
$38.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.44K- 14.63% |
$627K - $742K
|
14.2K
$5.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 13.33% |
$514 - $608
|
17
$6.58K
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-6- 0.15% |
$1.54K - $1.83K
|
3.95K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$396K - $469K
|
1.54K
$597K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.28K - $1.52K
|
2.23K
$864K
|