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 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
544New |
$181K - $208K
|
544
$229K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.22K- 75.43% |
$738K - $851K
|
724
$305K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10- 55.56% |
$3.32K - $3.83K
|
8
$3.37K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.12% |
$664 - $766
|
1.63K
$686K
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.15% |
$332 - $383
|
687
$290K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5- 0.43% |
$1.66K - $1.91K
|
1.16K
$487K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$20.3K - $23.3K
|
61
$25.7K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-79- 1.78% |
$26.2K - $30.2K
|
4.35K
$1.83M
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.42% |
$996 - $1.15K
|
712
$300K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$3.32K - $3.83K
|
1.8K
$761K
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-146- 6.22% |
$48.5K - $55.9K
|
2.2K
$928K
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
620New |
$206K - $237K
|
620
$261K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
31+ 5.02% |
$10.3K - $11.9K
|
648
$273K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-150- 3.3% |
$49.8K - $57.4K
|
4.4K
$1.85M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$6.64K - $7.66K
|
1.32K
$557K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-148- 5.62% |
$49.1K - $56.6K
|
2.49K
$1.05M
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.18% |
$332 - $383
|
565
$238K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6+ 0.49% |
$1.99K - $2.3K
|
1.23K
$520K
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-50- 11.11% |
$16.6K - $19.1K
|
400
$169K
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
421+ 6.21% |
$140K - $161K
|
7.2K
$3.04M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$225K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.39KNew |
$795K - $916K
|
2.39K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
545New |
$181K - $209K
|
545
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 0.47% |
$4.11M - $4.74M
|
2.63M
$1.11B
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 8.5% |
$66.4K - $76.6K
|
2.15K
$908K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 2.52% |
$6.08M - $7.01M
|
744K
$314M
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 5.03% |
$2.66K - $3.06K
|
151
$63.7K
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
741New |
$246K - $284K
|
741
$312K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
815New |
$271K - $312K
|
815
$344K
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
143+ 18.72% |
$47.5K - $54.7K
|
907
$382K
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-11.9K- 30.27% |
$3.95M - $4.55M
|
27.4K
$11.6M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-141- 8.04% |
$46.8K - $54K
|
1.61K
$680K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
417+ 213.85% |
$138K - $160K
|
612
$258K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 6.91% |
$12.6K - $14.5K
|
588
$248K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.4KNew |
$465K - $537K
|
1.4K
$591K
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-17.4K- 95.22% |
$5.77M - $6.65M
|
873
$368K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
637New |
$211K - $244K
|
637
$269K
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-150- 11.11% |
$49.8K - $57.4K
|
1.2K
$506K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-448- 15.73% |
$149K - $171K
|
2.4K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$75.9K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$339K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$540K - $623K
|
1.63K
$686K
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$300K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$681K
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$59.5K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$437K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.28M
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$13.5K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$225K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$914K
|