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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-459- 32.67% |
$118K - $140K
|
946
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.88% |
$11.3K - $13.4K
|
2.3K
$958K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$1.28K - $1.52K
|
5
$2.08K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.26K+ 0.82% |
$324K - $384K
|
155K
$64.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
666New |
$171K - $203K
|
666
$277K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-97- 9.57% |
$24.9K - $29.5K
|
917
$382K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
680New |
$175K - $207K
|
680
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
741New |
$190K - $225K
|
741
$309K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
678New |
$174K - $206K
|
678
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.46K+ 7.92% |
$632K - $748K
|
33.5K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-7- 6.54% |
$1.8K - $2.13K
|
100
$41.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.44K- 14.63% |
$627K - $742K
|
14.2K
$5.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 13.33% |
$514 - $608
|
17
$7.08K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$396K - $469K
|
1.54K
$642K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$1.28K - $1.52K
|
2.23K
$930K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.09K- 53.64% |
$537K - $636K
|
1.81K
$752K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-215- 6.61% |
$55.2K - $65.4K
|
3.04K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
238+ 6.85% |
$61.2K - $72.4K
|
3.71K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.77% |
$4.37K - $5.17K
|
2.2K
$917K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-388- 15.38% |
$99.7K - $118K
|
2.13K
$888K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22- 1.39% |
$5.65K - $6.69K
|
1.57K
$652K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
29+ 11.89% |
$7.45K - $8.82K
|
273
$114K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
189New |
$48.6K - $57.5K
|
189
$78.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.14KNew |
$293K - $347K
|
1.14K
$475K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
720New |
$185K - $219K
|
720
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.25KNew |
$322K - $381K
|
1.25K
$521K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$2.57K - $3.04K
|
10
$4.16K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-303- 4.43% |
$77.9K - $92.2K
|
6.54K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
303+ 17.6% |
$77.9K - $92.2K
|
2.03K
$843K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-19- 1.1% |
$4.88K - $5.78K
|
1.71K
$711K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
9+ 0.36% |
$2.31K - $2.74K
|
2.5K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
584New |
$150K - $178K
|
584
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$498K - $590K
|
1.94K
$807K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.57K- 7.6% |
$403K - $477K
|
19.1K
$7.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 2.58% |
$9.51K - $11.3K
|
1.4K
$581K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-38- 3.68% |
$9.76K - $11.6K
|
994
$414K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-202- 13.3% |
$51.9K - $61.5K
|
1.32K
$548K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
691New |
$178K - $210K
|
691
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
875New |
$225K - $266K
|
875
$364K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-119- 8.38% |
$30.6K - $36.2K
|
1.3K
$542K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 24.62% |
$12.6K - $14.9K
|
248
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
738New |
$190K - $225K
|
738
$307K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
724New |
$186K - $220K
|
724
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-119- 4.72% |
$30.6K - $36.2K
|
2.4K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$930K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$2.91M - $3.44M
|
11.3K
$4.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-142- 1.92% |
$36.5K - $43.2K
|
7.24K
$3.02M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-164- 2.48% |
$42.1K - $49.9K
|
6.46K
$2.69M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28.5K- 18.64% |
$7.31M - $8.66M
|
124K
$51.7M
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.48% |
$264 - $285
|
209
$87K
|
|