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 |
---|---|---|---|---|---|---|---|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.23KNew |
$254K - $285K
|
1.23K
$496K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
94New |
$19.5K - $21.9K
|
94
$38.1K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-8- 27.59% |
$1.66K - $1.86K
|
21
$8.5K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$32.9K - $37K
|
159
$64.4K
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
40.9KNew |
$8.46M - $9.51M
|
40.9K
$16.5M
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
49New |
$10.1K - $11.4K
|
49
$19.8K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$320K - $360K
|
1.55K
$626K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-80- 1.54% |
$16.6K - $18.6K
|
5.12K
$2.07M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-283- 15.33% |
$58.6K - $65.9K
|
1.56K
$633K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
600New |
$124K - $140K
|
600
$243K
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
99.9KNew |
$20.7M - $23.3M
|
99.9K
$40.4M
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
41New |
$8.49K - $9.55K
|
41
$16.6K
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.79K- 30.14% |
$370K - $417K
|
4.15K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
183New |
$37.9K - $42.6K
|
183
$74.1K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
949New |
$196K - $221K
|
949
$384K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.02K+ 27.46% |
$626K - $704K
|
14K
$5.68M
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$335K - $377K
|
1.62K
$655K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.45% |
$1.04K - $1.16K
|
1.12K
$454K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.7K+ 70.56% |
$559K - $629K
|
6.53K
$2.64M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-3- 0.19% |
$621 - $699
|
1.58K
$639K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.39K+ 15.48% |
$496K - $558K
|
17.9K
$7.23M
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-735- 90.18% |
$152K - $171K
|
80
$32.4K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
29New |
$6K - $6.75K
|
29
$11.7K
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
BUY
|
- |
4.32KNew |
$895K - $1.01M
|
4.32K
$1.75M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-503- 27.87% |
$104K - $117K
|
1.3K
$527K
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.7KNew |
$4.08M - $4.59M
|
19.7K
$7.99M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.21KNew |
$1.7M - $1.91M
|
8.21K
$3.32M
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-164- 2.35% |
$34K - $38.2K
|
6.81K
$2.76M
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.62KNew |
$543K - $611K
|
2.62K
$1.06M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-69.2K- 16.71% |
$14.3M - $16.1M
|
345K
$140M
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-150- 12.8% |
$31.1K - $34.9K
|
1.02K
$414K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
919+ 50.83% |
$190K - $214K
|
2.73K
$1.1M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
110+ 2.32% |
$22.8K - $25.6K
|
4.85K
$1.96M
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-453- 29.76% |
$93.8K - $105K
|
1.07K
$433K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.4M
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.23KNew |
$255K - $286K
|
1.23K
$498K
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
12KNew |
$2.49M - $2.8M
|
12K
$4.87M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.66K - $1.86K
|
8
$3.24K
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.38KNew |
$285K - $320K
|
1.38K
$557K
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.1K+ 436.74% |
$2.29M - $2.58M
|
13.6K
$5.51M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
106New |
$21.9K - $24.7K
|
106
$42.9K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
611New |
$126K - $142K
|
611
$247K
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9New |
$1.86K - $2.1K
|
9
$3.64K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
CALL |
7.5KNew |
$1.55M - $1.75M
|
7.5K
$3.04M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$41.4K - $46.6K
|
200
$81K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 14.8% |
$376K - $423K
|
14.1K
$5.71M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27- 1.29% |
$5.59K - $6.29K
|
2.06K
$834K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36New |
$7.45K - $8.38K
|
36
$14.6K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2.07K- 40.8% |
$429K - $483K
|
3.01K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.42KNew |
$295K - $331K
|
1.42K
$576K
|