Latest Institutional Sells of Ishares Russell 1000 Gr ETF (IWF)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Gr ETF (IWF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-159- 3.51% |
$46.8K - $53.9K
|
4.37K
$1.84M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-156- 4.33% |
$45.9K - $52.9K
|
3.45K
$1.45M
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 1.94% |
$33K - $38K
|
5.65K
$2.38M
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-106- 13.5% |
$31.2K - $35.9K
|
679
$286K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-98- 4.96% |
$28.9K - $33.2K
|
1.88K
$792K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-97- 10.92% |
$28.6K - $32.9K
|
791
$334K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-88- 7.62% |
$25.9K - $29.8K
|
1.07K
$450K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-81- 2.05% |
$23.8K - $27.5K
|
3.87K
$1.63M
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-72- 3.55% |
$21.2K - $24.4K
|
1.96K
$825K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-68- 7.22% |
$20K - $23.1K
|
874
$369K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-64- 0.66% |
$18.8K - $21.7K
|
9.7K
$4.09M
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 6.92% |
$17.7K - $20.3K
|
807
$340K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-53- 14.48% |
$15.6K - $18K
|
313
$132K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-37- 27.01% |
$10.9K - $12.5K
|
100
$42.2K
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-29- 1.78% |
$8.54K - $9.83K
|
1.6K
$675K
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-28- 2.27% |
$8.24K - $9.49K
|
1.2K
$508K
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 3.21% |
$7.95K - $9.15K
|
813
$343K
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 5.56% |
$4.42K - $5.09K
|
255
$108K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-12- 0.87% |
$3.53K - $4.07K
|
1.37K
$579K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9- 0.96% |
$2.65K - $3.05K
|
929
$392K
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8- 3.43% |
$2.36K - $2.71K
|
225
$94.9K
|
|
Q4 2023 | |||||||
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-28.5K- 18.64% |
$7.31M - $8.66M
|
124K
$52.4M
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-27.8K- 69.29% |
$7.15M - $8.46M
|
12.3K
$5.2M
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$334K
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$7.09M
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 3.03% |
$775K - $918K
|
96.6K
$40.7M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.44K- 14.63% |
$627K - $742K
|
14.2K
$6M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.09K- 53.64% |
$537K - $636K
|
1.81K
$762K
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-922- 68.14% |
$237K - $280K
|
431
$182K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-920- 49.04% |
$236K - $280K
|
956
$403K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-742- 39.89% |
$191K - $226K
|
1.12K
$471K
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-332- 18.57% |
$85.3K - $101K
|
1.46K
$614K
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-303- 4.43% |
$77.9K - $92.2K
|
6.54K
$2.76M
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-283- 2.3% |
$72.7K - $86.1K
|
12K
$5.06M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-266- 87.79% |
$68.3K - $80.9K
|
37
$15.6K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-215- 6.61% |
$55.2K - $65.4K
|
3.04K
$1.28M
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-202- 13.3% |
$51.9K - $61.5K
|
1.32K
$555K
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-164- 2.48% |
$42.1K - $49.9K
|
6.46K
$2.73M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-142- 1.92% |
$36.5K - $43.2K
|
7.24K
$3.05M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-119- 8.38% |
$30.6K - $36.2K
|
1.3K
$549K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-119- 4.72% |
$30.6K - $36.2K
|
2.4K
$1.01M
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-112- 11.79% |
$28.8K - $34.1K
|
838
$353K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 3.21% |
$19K - $22.5K
|
2.23K
$942K
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 2.72% |
$17K - $20.1K
|
2.36K
$996K
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-44- 1.88% |
$11.3K - $13.4K
|
2.3K
$970K
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-38- 3.68% |
$9.76K - $11.6K
|
994
$419K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 2.58% |
$9.51K - $11.3K
|
1.4K
$588K
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-34- 1.73% |
$8.74K - $10.3K
|
1.93K
$814K
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-22- 1.39% |
$5.65K - $6.69K
|
1.57K
$660K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-19- 1.1% |
$4.88K - $5.78K
|
1.71K
$720K
|