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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-28- 1.12% |
$9.3K - $10.7K
|
2.48K
$1.04M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
719New |
$239K - $275K
|
719
$303K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-100- 4.21% |
$33.2K - $38.3K
|
2.28K
$961K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.87K+ 4.3% |
$1.95M - $2.25M
|
142K
$60M
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 1.03% |
$14.9K - $17.2K
|
4.42K
$1.86M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
7.9KNew |
$2.62M - $3.02M
|
7.9K
$3.33M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
10.3KNew |
$3.43M - $3.95M
|
10.3K
$4.35M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
766+ 1.64% |
$254K - $293K
|
47.4K
$20M
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
602New |
$200K - $230K
|
602
$254K
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 10.71% |
$4.98K - $5.74K
|
155
$65.4K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 1.01% |
$12.3K - $14.2K
|
3.71K
$1.56M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-40- 2.84% |
$13.3K - $15.3K
|
1.37K
$576K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-363- 40.07% |
$121K - $139K
|
543
$229K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.84% |
$332 - $383
|
120
$50.6K
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.66K- 41.54% |
$884K - $1.02M
|
3.75K
$1.58M
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4New |
$1.33K - $1.53K
|
4
$1.69K
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
545New |
$181K - $209K
|
545
$230K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
53New |
$17.6K - $20.3K
|
53
$22.4K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
547New |
$182K - $209K
|
547
$231K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
54+ 10.53% |
$17.9K - $20.7K
|
567
$239K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 8.93% |
$3.32K - $3.83K
|
102
$43K
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-100- 6.98% |
$33.2K - $38.3K
|
1.33K
$562K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
SELL
|
- |
-160- 12.33% |
$53.1K - $61.2K
|
1.14K
$480K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 4.94% |
$9.96K - $11.5K
|
637
$269K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-54- 7.49% |
$17.9K - $20.7K
|
667
$281K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
760+ 100.0% |
$252K - $291K
|
1.52K
$641K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-292- 11.73% |
$96.9K - $112K
|
2.2K
$926K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-333- 10.14% |
$111K - $127K
|
2.95K
$1.24M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
137New |
$45.5K - $52.4K
|
137
$57.8K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.67K+ 144.62% |
$1.22M - $1.4M
|
6.21K
$2.62M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631New |
$210K - $242K
|
631
$266K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$2.99K - $3.44K
|
9
$3.8K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-577- 4.16% |
$192K - $221K
|
13.3K
$5.6M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
221+ 14.64% |
$73.4K - $84.6K
|
1.73K
$730K
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.3M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
248New |
$82.3K - $94.9K
|
248
$105K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.21M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$505K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$8.3K - $9.57K
|
869
$366K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.88% |
$5.64K - $6.51K
|
1.91K
$807K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$398K - $459K
|
35.6K
$15M
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-20- 2.2% |
$6.64K - $7.66K
|
890
$375K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-87- 8.73% |
$28.9K - $33.3K
|
909
$383K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
725New |
$241K - $278K
|
725
$306K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
438+ 25.23% |
$145K - $168K
|
2.17K
$917K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-140- 13.74% |
$46.5K - $53.6K
|
879
$371K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
186+ 8.63% |
$61.8K - $71.2K
|
2.34K
$988K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 6.13% |
$6.31K - $7.27K
|
291
$123K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-175- 4.05% |
$58.1K - $67K
|
4.14K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.43% |
$2.66K - $3.06K
|
1.89K
$795K
|