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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 11.03% |
$284K - $319K
|
13.8K
$5.28M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$399K - $448K
|
1.93K
$737K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.75K- 6.33% |
$363K - $408K
|
25.9K
$9.92M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
553New |
$114K - $129K
|
553
$212K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
351New |
$72.7K - $81.7K
|
351
$134K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-164- 6.92% |
$34K - $38.2K
|
2.21K
$845K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-340- 6.39% |
$71.5K - $87.5K
|
4.98K
$1.91M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46KNew |
$308K - $376K
|
1.46K
$560K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.01K- 38.34% |
$212K - $260K
|
1.62K
$621K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.49K+ 5.4% |
$314K - $384K
|
29.1K
$11.1M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
6+ 0.19% |
$1.26K - $1.54K
|
3.2K
$1.22M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.23K- 3.64% |
$258K - $316K
|
32.5K
$12.4M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
91+ 0.9% |
$19.1K - $23.4K
|
10.3K
$3.93M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
60.1K+ 95.41% |
$12.6M - $15.5M
|
123K
$47.1M
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.93K+ 131.83% |
$827K - $1.01M
|
6.91K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-150- 0.53% |
$31.6K - $38.6K
|
28.3K
$10.9M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.97K+ 5.72% |
$835K - $1.02M
|
73.3K
$28.1M
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2+ 0.22% |
$421 - $515
|
911
$349K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.39KNew |
$503K - $615K
|
2.39K
$915K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.83KClosed |
$1.65M - $2.02M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-77- 3.89% |
$16.2K - $19.8K
|
1.9K
$729K
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
391New |
$82.3K - $101K
|
391
$150K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
38+ 0.91% |
$8K - $9.78K
|
4.2K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
4.08K+ 92.98% |
$858K - $1.05M
|
8.47K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.8K+ 54.14% |
$7.53M - $9.22M
|
102K
$39M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
361New |
$76K - $92.9K
|
361
$138K
|
|
Nov 14, 2022
Q3 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.55KNew |
$327K - $400K
|
1.55K
$595K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.12K- 5.36% |
$447K - $547K
|
37.5K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
4New |
$842 - $1.03K
|
4
$1.53K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-371- 42.4% |
$78.1K - $95.5K
|
504
$193K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
4.86KNew |
$1.02M - $1.25M
|
4.86K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-14.3K- 77.96% |
$3M - $3.67M
|
4.03K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.2KNew |
$5.72M - $7M
|
27.2K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-280- 11.02% |
$58.9K - $72.1K
|
2.26K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-3- 0.05% |
$631 - $772
|
5.6K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-6.29K- 57.39% |
$1.32M - $1.62M
|
4.67K
$1.79M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.03K- 10.64% |
$217K - $265K
|
8.64K
$3.31M
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
366+ 2.91% |
$77K - $94.2K
|
12.9K
$4.95M
|
|
Nov 10, 2022
Q3 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-492K- 84.24% |
$104M - $127M
|
92K
$35.2M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.4K+ 17.18% |
$2.4M - $2.93M
|
77.7K
$29.7M
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-55- 63.95% |
$11.6K - $14.2K
|
31
$11.9K
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.27KNew |
$687K - $841K
|
3.27K
$1.25M
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.53KNew |
$531K - $650K
|
2.53K
$967K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
717New |
$151K - $185K
|
717
$275K
|
|
Nov 08, 2022
Q3 2022
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.02KNew |
$214K - $261K
|
1.02K
$389K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.33KClosed |
$280K - $343K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-29- 28.43% |
$6.1K - $7.47K
|
73
$28K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
9+ 0.28% |
$1.89K - $2.32K
|
3.26K
$1.25M
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-200- 0.34% |
$42.1K - $51.5K
|
58.8K
$22.5M
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-700- 5.01% |
$147K - $180K
|
13.3K
$5.09M
|