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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$210 - $244
|
59
$24.4K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$42K - $48.9K
|
200
$82.9K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.35K- 3.26% |
$493K - $574K
|
69.7K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 3.15% |
$42K - $48.9K
|
6.16K
$2.55M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.05% |
$420 - $489
|
4.18K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10K- 99.97% |
$2.1M - $2.44M
|
3
$1.24K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-88- 7.57% |
$18.5K - $21.5K
|
1.08K
$445K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
923New |
$194K - $226K
|
923
$382K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.4KNew |
$503K - $586K
|
2.4K
$993K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.28MNew |
$269M - $313M
|
1.28M
$531M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
79+ 131.67% |
$16.6K - $19.3K
|
139
$57.6K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
157New |
$33K - $38.4K
|
157
$65K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
47New |
$9.87K - $11.5K
|
47
$19.5K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-87- 55.41% |
$18.3K - $21.3K
|
70
$29K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
916New |
$192K - $224K
|
916
$379K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 5.0% |
$21K - $24.4K
|
2.1K
$870K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.6K+ 88.17% |
$2.22M - $2.59M
|
22.6K
$9.36M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-265- 7.63% |
$55.6K - $64.7K
|
3.21K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.49KNew |
$941K - $1.1M
|
4.49K
$1.86M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
71New |
$14.9K - $17.3K
|
71
$29.4K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-168- 2.0% |
$35.3K - $41K
|
8.21K
$3.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21KNew |
$4.4M - $5.13M
|
21K
$8.69M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-336- 16.72% |
$70.5K - $82.1K
|
1.67K
$694K
|
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
821New |
$172K - $201K
|
821
$340K
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
860New |
$181K - $210K
|
860
$356K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$10.5K - $12.2K
|
50
$20.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
826New |
$173K - $202K
|
826
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 44.62% |
$230K - $268K
|
3.55K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-300- 12.15% |
$63K - $73.3K
|
2.17K
$899K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-710- 28.32% |
$149K - $173K
|
1.8K
$744K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
724+ 2784.62% |
$152K - $177K
|
750
$311K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.48% |
$210 - $244
|
209
$86.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.36KNew |
$916K - $1.07M
|
4.36K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19K- 35.65% |
$249K - $290K
|
2.14K
$888K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.8K+ 17.73% |
$2.28M - $2.65M
|
72K
$29.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
885New |
$186K - $216K
|
885
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-56.6K- 74.45% |
$11.9M - $13.8M
|
19.4K
$8.05M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$312K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$312K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-294- 8.58% |
$61.7K - $71.8K
|
3.13K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-78.1K- 44.94% |
$16.4M - $19.1M
|
95.7K
$39.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
1.6KNew |
$336K - $391K
|
1.6K
$663K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-14- 1.47% |
$2.94K - $3.42K
|
937
$388K
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.35KNew |
$282K - $329K
|
1.35K
$557K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
62New |
$13K - $15.1K
|
62
$25.7K
|
|
| Q4 2022 | |||||||
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$466K - $525K
|
2.25K
$933K
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.23KClosed |
$461K - $519K
|
0
$0
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.01KNew |
$209K - $235K
|
1.01K
$419K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.6M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.23KNew |
$254K - $285K
|
1.23K
$507K
|
|