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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
277New |
$81.6K - $93.9K
|
277
$115K
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
114New |
$33.6K - $38.6K
|
114
$47.5K
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.28KNew |
$376K - $433K
|
1.28K
$531K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83New |
$24.4K - $28.1K
|
83
$34.6K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
657New |
$193K - $223K
|
657
$274K
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.87KNew |
$550K - $634K
|
1.87K
$778K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.21K+ 53.6% |
$357K - $411K
|
3.48K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
807New |
$238K - $274K
|
807
$336K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.22K- 50.0% |
$653K - $752K
|
2.22K
$924K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-12- 0.87% |
$3.53K - $4.07K
|
1.37K
$571K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-39- 4.81% |
$11.5K - $13.2K
|
772
$321K
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.6KNew |
$1.06M - $1.22M
|
3.6K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.95K- 42.93% |
$1.16M - $1.34M
|
5.25K
$2.19M
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
668New |
$197K - $226K
|
668
$278K
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-458- 20.03% |
$135K - $155K
|
1.83K
$762K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.7K+ 10.37% |
$20.5M - $23.6M
|
742K
$309M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.4K+ 6.58% |
$6.29M - $7.25M
|
346K
$144M
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-298- 29.98% |
$87.7K - $101K
|
696
$290K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.31KNew |
$385K - $443K
|
1.31K
$544K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
694New |
$204K - $235K
|
694
$289K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-437- 40.96% |
$129K - $148K
|
630
$262K
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1- 0.07% |
$294 - $339
|
1.37K
$572K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
641New |
$189K - $217K
|
641
$267K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 8.33% |
$294 - $339
|
13
$5.41K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
184+ 4.84% |
$54.2K - $62.4K
|
3.98K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$9.72K - $11.2K
|
33
$13.7K
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
175+ 11.08% |
$51.5K - $59.3K
|
1.76K
$731K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
616New |
$181K - $209K
|
616
$256K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-88- 7.62% |
$25.9K - $29.8K
|
1.07K
$444K
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 3.21% |
$7.95K - $9.15K
|
813
$339K
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
300New |
$88.3K - $102K
|
300
$125K
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
53+ 0.6% |
$15.6K - $18K
|
8.84K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-156- 4.33% |
$45.9K - $52.9K
|
3.45K
$1.44M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-175- 11.46% |
$51.5K - $59.3K
|
1.35K
$563K
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
115+ 13.04% |
$33.9K - $39K
|
997
$415K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
31.9KNew |
$9.4M - $10.8M
|
31.9K
$13.3M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.31KNew |
$384K - $442K
|
1.31K
$543K
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
612New |
$180K - $207K
|
612
$255K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
603New |
$178K - $204K
|
603
$251K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-574- 12.19% |
$169K - $195K
|
4.14K
$1.72M
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
158+ 10.76% |
$46.5K - $53.6K
|
1.63K
$677K
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118+ 1.42% |
$34.7K - $40K
|
8.44K
$3.52M
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-37- 27.01% |
$10.9K - $12.5K
|
100
$41.6K
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
242+ 17.41% |
$71.3K - $82K
|
1.63K
$680K
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-106- 13.5% |
$31.2K - $35.9K
|
679
$283K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35+ 0.4% |
$10.3K - $11.9K
|
8.77K
$3.65M
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.27KNew |
$374K - $431K
|
1.27K
$529K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-98- 4.96% |
$28.9K - $33.2K
|
1.88K
$782K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 44.44% |
$3.53K - $4.07K
|
39
$16.2K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.87K- 1.02% |
$1.73M - $1.99M
|
567K
$236M
|