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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
128+ 0.47% |
$33.8K - $36.5K
|
27.4K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
90+ 2.97% |
$23.7K - $25.7K
|
3.12K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.52% |
$6.33K - $6.85K
|
4.57K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.28% |
$264 - $285
|
354
$149K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-109- 35.97% |
$28.8K - $31.1K
|
194
$81.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
257New |
$67.8K - $73.3K
|
257
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6- 0.48% |
$1.58K - $1.71K
|
1.24K
$521K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113K- 8.05% |
$29.8M - $32.2M
|
1.29M
$543M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.06KNew |
$279K - $302K
|
1.06K
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
64New |
$16.9K - $18.3K
|
64
$27K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-197- 14.55% |
$52K - $56.2K
|
1.16K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$3.96K - $4.28K
|
15
$6.33K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-36- 2.52% |
$9.5K - $10.3K
|
1.39K
$588K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$1.22M - $1.32M
|
4.64K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-319- 7.08% |
$84.2K - $91K
|
4.19K
$1.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
99+ 1.77% |
$26.1K - $28.3K
|
5.71K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8New |
$2.11K - $2.28K
|
8
$3.37K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.9K+ 27860.0% |
$3.67M - $3.98M
|
14K
$5.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$264K - $285K
|
1K
$422K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.98K+ 13.4% |
$786K - $850K
|
25.2K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
9.1K+ 60.75% |
$2.4M - $2.6M
|
24.1K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
100New |
$26.4K - $28.5K
|
100
$42.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20+ 9.66% |
$5.28K - $5.71K
|
227
$95.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
41New |
$10.8K - $11.7K
|
41
$17.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
784+ 3.71% |
$207K - $224K
|
21.9K
$9.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 1.19% |
$8.18K - $8.85K
|
2.57K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 1.72% |
$12.4K - $13.4K
|
2.68K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 3.32% |
$12.9K - $14K
|
1.43K
$603K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.44K- 19.17% |
$907K - $982K
|
14.5K
$6.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
803New |
$212K - $229K
|
803
$339K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
775New |
$204K - $221K
|
775
$327K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400- 30.86% |
$106K - $114K
|
896
$378K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 0.1% |
$6.6K - $7.13K
|
24.1K
$10.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
6.5K+ 21.88% |
$1.71M - $1.85M
|
36.2K
$15.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-82- 55.41% |
$21.6K - $23.4K
|
66
$27.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
121New |
$31.9K - $34.5K
|
121
$51K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 6.48% |
$2.75M - $2.97M
|
150K
$63.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.3KNew |
$607K - $656K
|
2.3K
$970K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$263K - $303K
|
1.1K
$464K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.62M- 98.28% |
$1.34B - $1.55B
|
98.3K
$41.5M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.81KNew |
$1.87M - $2.15M
|
7.81K
$3.29M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.54K- 37.86% |
$608K - $699K
|
4.17K
$1.76M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
29New |
$6.94K - $7.98K
|
29
$12.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.5KNew |
$6.59M - $7.57M
|
27.5K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-4- 0.63% |
$957 - $1.1K
|
630
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-53- 2.22% |
$12.7K - $14.6K
|
2.33K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
810New |
$194K - $223K
|
810
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 132.35% |
$290K - $333K
|
2.13K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
905New |
$217K - $249K
|
905
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.2KNew |
$526K - $605K
|
2.2K
$927K
|
|