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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-100Closed |
$24.5K - $27.2K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-83Closed |
$20.3K - $22.6K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-1.21KClosed |
$296K - $329K
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-42.7KClosed |
$10.4M - $11.6M
|
0
$0
|
|
Q1 2021 | |||||||
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
35New |
$8.05K - $8.91K
|
35
$14.5K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-27- 1.82% |
$6.21K - $6.88K
|
1.45K
$602K
|
|
Oct 20, 2021
Q1 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.65KClosed |
$609K - $674K
|
0
$0
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-39Closed |
$8.97K - $9.93K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-284Closed |
$65.3K - $72.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1KClosed |
$230K - $255K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-1.4KClosed |
$321K - $356K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-10.2KClosed |
$2.34M - $2.59M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2KClosed |
$461K - $510K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-2.89KClosed |
$665K - $737K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-741Closed |
$170K - $189K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-1KClosed |
$230K - $255K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.08KClosed |
$939K - $1.04M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-24.8KClosed |
$5.7M - $6.31M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-56Closed |
$12.9K - $14.3K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.1KClosed |
$483K - $535K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.01KClosed |
$233K - $257K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
180New |
$41.4K - $45.8K
|
180
$74.6K
|
|
May 03, 2021
Q1 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.21KClosed |
$278K - $307K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-453Closed |
$104K - $115K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100Closed |
$23K - $25.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.9KClosed |
$436K - $483K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-924Closed |
$213K - $235K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-58- 1.59% |
$13.3K - $14.8K
|
3.6K
$1.49M
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-203Closed |
$46.7K - $51.7K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
403New |
$92.7K - $103K
|
403
$167K
|
|
Apr 19, 2021
Q1 2021
|
Cardinal Capital Management
|
SELL
|
- |
-1.83KClosed |
$420K - $465K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Hgk Asset Management Inc
|
SELL
|
- |
-11KClosed |
$2.52M - $2.8M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.52KClosed |
$1.96M - $2.17M
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-329Closed |
$75.7K - $83.8K
|
0
$0
|
|
Apr 02, 2021
Q1 2021
|
Private Asset Management Inc
|
SELL
|
- |
-949Closed |
$218K - $242K
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-15.8KClosed |
$3.63M - $4.02M
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.17K- 39.98% |
$244K - $281K
|
1.75K
$725K
|
|
Sep 13, 2023
Q4 2020
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-258- 3.18% |
$54.1K - $62.2K
|
7.85K
$3.25M
|
|
Sep 20, 2021
Q4 2020
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.5KClosed |
$315K - $362K
|
0
$0
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.64KClosed |
$344K - $396K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-177Closed |
$37.1K - $42.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$18.9K - $21.7K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Nelson Capital Management, LLC
|
SELL
|
- |
-976Closed |
$205K - $235K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-1.04MClosed |
$219M - $252M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-13.9KClosed |
$2.91M - $3.35M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3- 0.17% |
$629 - $724
|
1.81K
$749K
|
|
Feb 12, 2021
Q4 2020
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.54KClosed |
$323K - $372K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-989Closed |
$207K - $239K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-225Closed |
$47.2K - $54.3K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-2.44KClosed |
$512K - $589K
|
0
$0
|