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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.36KNew |
$431K - $501K
|
1.36K
$568K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.8KNew |
$884K - $1.03M
|
2.8K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
564New |
$178K - $207K
|
564
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-224- 27.12% |
$70.8K - $82.3K
|
602
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-93- 17.1% |
$29.4K - $34.2K
|
451
$188K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-281- 10.8% |
$88.8K - $103K
|
2.32K
$966K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
441+ 70.56% |
$139K - $162K
|
1.07K
$444K
|
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
8.92KNew |
$2.82M - $3.27M
|
8.92K
$3.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
44+ 7.01% |
$13.9K - $16.2K
|
672
$280K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
566New |
$179K - $208K
|
566
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 17.36% |
$6.64K - $7.71K
|
100
$41.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.81K- 83.92% |
$1.52M - $1.77M
|
921
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
985New |
$311K - $362K
|
985
$410K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-266- 14.56% |
$84.1K - $97.7K
|
1.56K
$650K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 6.91% |
$19.6K - $22.8K
|
835
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-31- 0.39% |
$9.8K - $11.4K
|
8.01K
$3.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.72% |
$3.79K - $4.41K
|
1.65K
$685K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
836New |
$264K - $307K
|
836
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
382+ 29.84% |
$121K - $140K
|
1.66K
$692K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-18- 2.54% |
$5.69K - $6.61K
|
690
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-17- 2.04% |
$5.37K - $6.24K
|
815
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
584New |
$185K - $215K
|
584
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
727New |
$230K - $267K
|
727
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
829New |
$262K - $305K
|
829
$345K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.17% |
$10.7K - $12.5K
|
2.93K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
162+ 18.84% |
$51.2K - $59.5K
|
1.02K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7+ 0.64% |
$2.21K - $2.57K
|
1.11K
$461K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
91+ 4.13% |
$28.8K - $33.4K
|
2.29K
$954K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-466- 12.32% |
$147K - $171K
|
3.32K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
511+ 23.41% |
$162K - $188K
|
2.69K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
362New |
$114K - $133K
|
362
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-67- 3.21% |
$21.2K - $24.6K
|
2.02K
$842K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70+ 7.61% |
$22.1K - $25.7K
|
990
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-38- 2.28% |
$12K - $14K
|
1.63K
$679K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
624New |
$197K - $229K
|
624
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1- 0.1% |
$316 - $367
|
969
$403K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$6.64K - $7.71K
|
21
$8.74K
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
994New |
$314K - $365K
|
994
$414K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 3.7% |
$948 - $1.1K
|
78
$32.5K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-171- 31.9% |
$54.1K - $62.8K
|
365
$152K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
80+ 13.33% |
$25.3K - $29.4K
|
680
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-290- 29.29% |
$91.7K - $107K
|
700
$291K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
590New |
$187K - $217K
|
590
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.97KNew |
$1.57M - $1.83M
|
4.97K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
959New |
$303K - $352K
|
959
$399K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
130New |
$41.1K - $47.8K
|
130
$54.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.94K+ 102.37% |
$928K - $1.08M
|
5.8K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
225+ 13.8% |
$71.1K - $82.6K
|
1.86K
$773K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.23% |
$948 - $1.1K
|
1.33K
$553K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95+ 1.99% |
$30K - $34.9K
|
4.88K
$2.03M
|