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 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28.5K- 18.64% |
$7.31M - $8.66M
|
124K
$51.4M
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1- 0.48% |
$264 - $285
|
209
$86.6K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-270- 16.05% |
$71.2K - $77.1K
|
1.41K
$585K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 22.73% |
$2.64K - $2.85K
|
54
$22.4K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-53- 3.68% |
$14K - $15.1K
|
1.39K
$575K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
906New |
$239K - $259K
|
906
$375K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
71New |
$18.7K - $20.3K
|
71
$29.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$1.86M - $2.01M
|
7.05K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-229- 1.72% |
$60.4K - $65.4K
|
13.1K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
21.8K+ 176.18% |
$5.75M - $6.22M
|
34.2K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
714+ 3.91% |
$188K - $204K
|
19K
$7.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1+ 0.0% |
$264 - $285
|
229K
$94.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
253New |
$66.7K - $72.2K
|
253
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-878- 51.92% |
$232K - $251K
|
813
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-38.8K- 94.79% |
$10.2M - $11.1M
|
2.13K
$883K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 87.72% |
$52.8K - $57.1K
|
28
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
481New |
$127K - $137K
|
481
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
33New |
$8.71K - $9.42K
|
33
$13.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$486K - $526K
|
1.84K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$7.91K - $8.56K
|
30
$12.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-149- 0.11% |
$39.3K - $42.5K
|
140K
$58.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
979New |
$258K - $279K
|
979
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-19.9K- 17.63% |
$5.25M - $5.68M
|
93.1K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-150- 12.15% |
$39.6K - $42.8K
|
1.09K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
791New |
$209K - $226K
|
791
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.98KNew |
$786K - $850K
|
2.98K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.79K- 50.61% |
$471K - $510K
|
1.74K
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.15% |
$1.32K - $1.43K
|
3.41K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.74KNew |
$985K - $1.07M
|
3.74K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-17.5KClosed |
$4.62M - $5M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-35.8K- 29.74% |
$9.45M - $10.2M
|
84.7K
$35.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.39KNew |
$893K - $967K
|
3.39K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
128+ 0.47% |
$33.8K - $36.5K
|
27.4K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
90+ 2.97% |
$23.7K - $25.7K
|
3.12K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.52% |
$6.33K - $6.85K
|
4.57K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$264 - $285
|
354
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-109- 35.97% |
$28.8K - $31.1K
|
194
$80.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
257New |
$67.8K - $73.3K
|
257
$106K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6- 0.48% |
$1.58K - $1.71K
|
1.24K
$512K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113K- 8.05% |
$29.8M - $32.2M
|
1.29M
$534M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.06KNew |
$279K - $302K
|
1.06K
$439K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
64New |
$16.9K - $18.3K
|
64
$26.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-197- 14.55% |
$52K - $56.2K
|
1.16K
$479K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$3.96K - $4.28K
|
15
$6.21K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-36- 2.52% |
$9.5K - $10.3K
|
1.39K
$578K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43K+ 221.74% |
$641K - $693K
|
3.52K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$1.22M - $1.32M
|
4.64K
$1.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-319- 7.08% |
$84.2K - $91K
|
4.19K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
99+ 1.77% |
$26.1K - $28.3K
|
5.71K
$2.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.43KNew |
$378K - $409K
|
1.43K
$593K
|
|