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 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.11K+ 13.37% |
$368K - $424K
|
9.4K
$3.69M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-353- 1.84% |
$117K - $135K
|
18.9K
$7.41M
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-10.3K- 41.02% |
$3.41M - $3.93M
|
14.8K
$5.8M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-88- 1.17% |
$29.2K - $33.7K
|
7.43K
$2.92M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.31K+ 1.2% |
$2.43M - $2.8M
|
615K
$242M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
974+ 43.39% |
$323K - $373K
|
3.22K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34- 1.26% |
$11.3K - $13K
|
2.66K
$1.05M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-992- 0.49% |
$329K - $380K
|
202K
$79.2M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
68.2KNew |
$22.6M - $26.1M
|
68.2K
$26.8M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.13% |
$664 - $766
|
1.54K
$604K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.04K- 6.36% |
$679K - $782K
|
30.1K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 2.97% |
$345K - $397K
|
33.9K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-516- 5.7% |
$171K - $198K
|
8.54K
$3.35M
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
237+ 0.77% |
$78.7K - $90.7K
|
31K
$12.2M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.16% |
$1.99K - $2.3K
|
3.8K
$1.49M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.82K+ 13.23% |
$1.6M - $1.84M
|
41.2K
$16.2M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-50- 1.1% |
$16.6K - $19.1K
|
4.49K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 0.14% |
$664 - $766
|
1.42K
$559K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.44% |
$2.32K - $2.68K
|
1.58K
$619K
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
300+ 43.29% |
$99.6K - $115K
|
993
$390K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 32.83% |
$71.7K - $82.7K
|
874
$343K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-338K- 96.85% |
$112M - $129M
|
11K
$4.31M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.25K+ 15.99% |
$1.74M - $2.01M
|
38.1K
$14.9M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-108- 1.41% |
$35.9K - $41.3K
|
7.57K
$2.97M
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-200- 1.1% |
$66.4K - $76.6K
|
17.9K
$7.05M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.1K- 11.92% |
$364K - $419K
|
8.1K
$3.18M
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
20+ 0.22% |
$6.64K - $7.66K
|
9.14K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
420+ 61.14% |
$139K - $161K
|
1.11K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 7.45% |
$76.7K - $88.4K
|
3.33K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-649- 1.71% |
$215K - $248K
|
37.3K
$14.7M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-588- 7.9% |
$195K - $225K
|
6.85K
$2.69M
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-175- 5.4% |
$58.1K - $67K
|
3.07K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
120+ 3.04% |
$39.8K - $45.9K
|
4.07K
$1.6M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
539+ 0.09% |
$179K - $206K
|
616K
$242M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.67K+ 19.37% |
$1.22M - $1.4M
|
22.6K
$8.87M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.38K- 2.84% |
$1.12M - $1.29M
|
116K
$45.4M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 16.55% |
$592K - $682K
|
8.99K
$3.53M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-83- 7.37% |
$27.6K - $31.8K
|
1.04K
$410K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-92- 4.78% |
$30.5K - $35.2K
|
1.83K
$720K
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.34KNew |
$446K - $514K
|
1.34K
$527K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.96K+ 6.96% |
$651K - $750K
|
30.1K
$11.8M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 1.96% |
$566K - $652K
|
85.5K
$33.6M
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
975+ 2.0% |
$324K - $373K
|
49.6K
$19.5M
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-707- 1.09% |
$235K - $271K
|
64.2K
$25.2M
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3- 0.23% |
$996 - $1.15K
|
1.33K
$521K
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
1.6KNew |
$531K - $612K
|
1.6K
$628K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
567+ 39.35% |
$188K - $217K
|
2.01K
$789K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.02% |
$332 - $383
|
4.61K
$1.81M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.43KNew |
$2.8M - $3.23M
|
8.43K
$3.31M
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-23- 0.58% |
$7.64K - $8.8K
|
3.92K
$1.54M
|