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 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
189New |
$48.6K - $57.5K
|
189
$79.7K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.14KNew |
$293K - $347K
|
1.14K
$481K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
720New |
$185K - $219K
|
720
$304K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.25KNew |
$322K - $381K
|
1.25K
$528K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$2.57K - $3.04K
|
10
$4.22K
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-303- 4.43% |
$77.9K - $92.2K
|
6.54K
$2.76M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-19- 1.1% |
$4.88K - $5.78K
|
1.71K
$720K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
584New |
$150K - $178K
|
584
$246K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$498K - $590K
|
1.94K
$818K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 2.58% |
$9.51K - $11.3K
|
1.4K
$588K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-38- 3.68% |
$9.76K - $11.6K
|
994
$419K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-202- 13.3% |
$51.9K - $61.5K
|
1.32K
$555K
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
691New |
$178K - $210K
|
691
$291K
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
875New |
$225K - $266K
|
875
$369K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-119- 8.38% |
$30.6K - $36.2K
|
1.3K
$549K
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
49+ 24.62% |
$12.6K - $14.9K
|
248
$105K
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
724New |
$186K - $220K
|
724
$305K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-119- 4.72% |
$30.6K - $36.2K
|
2.4K
$1.01M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$942K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-142- 1.92% |
$36.5K - $43.2K
|
7.24K
$3.05M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-164- 2.48% |
$42.1K - $49.9K
|
6.46K
$2.73M
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28.5K- 18.64% |
$7.31M - $8.66M
|
124K
$52.4M
|
|
Q3 2023 | |||||||
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-270- 16.05% |
$71.2K - $77.1K
|
1.41K
$595K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
10+ 22.73% |
$2.64K - $2.85K
|
54
$22.8K
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-53- 3.68% |
$14K - $15.1K
|
1.39K
$585K
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
906New |
$239K - $259K
|
906
$382K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$1.86M - $2.01M
|
7.05K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-229- 1.72% |
$60.4K - $65.4K
|
13.1K
$5.51M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
21.8K+ 176.18% |
$5.75M - $6.22M
|
34.2K
$14.4M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
714+ 3.91% |
$188K - $204K
|
19K
$8M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1+ 0.0% |
$264 - $285
|
229K
$96.6M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
253New |
$66.7K - $72.2K
|
253
$107K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-878- 51.92% |
$232K - $251K
|
813
$343K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-38.8K- 94.79% |
$10.2M - $11.1M
|
2.13K
$899K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
481New |
$127K - $137K
|
481
$203K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
33New |
$8.71K - $9.42K
|
33
$13.9K
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$486K - $526K
|
1.84K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
30New |
$7.91K - $8.56K
|
30
$12.7K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-149- 0.11% |
$39.3K - $42.5K
|
140K
$59.2M
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
979New |
$258K - $279K
|
979
$413K
|
|
Nov 13, 2023
Q3 2023
|
Union Investments & Development Ltd.
|
SELL
|
- |
-19.9K- 17.63% |
$5.25M - $5.68M
|
93.1K
$39.2M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-150- 12.15% |
$39.6K - $42.8K
|
1.09K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
791New |
$209K - $226K
|
791
$334K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
2.98KNew |
$786K - $850K
|
2.98K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.79K- 50.61% |
$471K - $510K
|
1.74K
$735K
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5- 0.15% |
$1.32K - $1.43K
|
3.41K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
3.74KNew |
$985K - $1.07M
|
3.74K
$1.58M
|
|
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
$35.7M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.39KNew |
$893K - $967K
|
3.39K
$1.43M
|