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 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 4.94% |
$9.96K - $11.5K
|
637
$251K
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-54- 7.49% |
$17.9K - $20.7K
|
667
$263K
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
29+ 1.62% |
$9.63K - $11.1K
|
1.82K
$719K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-95- 5.1% |
$31.5K - $36.4K
|
1.77K
$697K
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
760+ 100.0% |
$252K - $291K
|
1.52K
$600K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-292- 11.73% |
$96.9K - $112K
|
2.2K
$867K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-45- 1.9% |
$14.9K - $17.2K
|
2.32K
$916K
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-99- 3.93% |
$32.9K - $37.9K
|
2.42K
$956K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-333- 10.14% |
$111K - $127K
|
2.95K
$1.16M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
137New |
$45.5K - $52.4K
|
137
$54.1K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.67K+ 144.62% |
$1.22M - $1.4M
|
6.21K
$2.45M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631New |
$210K - $242K
|
631
$249K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$2.99K - $3.44K
|
9
$3.55K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-577- 4.16% |
$192K - $221K
|
13.3K
$5.24M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
221+ 14.64% |
$73.4K - $84.6K
|
1.73K
$683K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-134- 2.42% |
$44.5K - $51.3K
|
5.4K
$2.13M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.22M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-302- 20.27% |
$100K - $116K
|
1.19K
$469K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
248New |
$82.3K - $94.9K
|
248
$97.9K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9KNew |
$1.63M - $1.87M
|
4.9K
$1.93M
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.14M
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$472K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$8.3K - $9.57K
|
869
$343K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.88% |
$5.64K - $6.51K
|
1.91K
$755K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$398K - $459K
|
35.6K
$14M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13New |
$4.32K - $4.98K
|
13
$5.13K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$2.32K - $2.68K
|
6.11K
$2.41M
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-85- 5.26% |
$28.2K - $32.5K
|
1.53K
$604K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
41+ 1.81% |
$13.6K - $15.7K
|
2.31K
$912K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$332 - $383
|
552
$218K
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-57- 4.94% |
$18.9K - $21.8K
|
1.1K
$433K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-391- 8.58% |
$130K - $150K
|
4.17K
$1.64M
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-20- 2.2% |
$6.64K - $7.66K
|
890
$351K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-87- 8.73% |
$28.9K - $33.3K
|
909
$359K
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-50- 3.09% |
$16.6K - $19.1K
|
1.57K
$619K
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
725New |
$241K - $278K
|
725
$286K
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
438+ 25.23% |
$145K - $168K
|
2.17K
$858K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-140- 13.74% |
$46.5K - $53.6K
|
879
$347K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-53- 1.8% |
$17.6K - $20.3K
|
2.9K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1+ 0.03% |
$332 - $383
|
3.71K
$1.46M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
186+ 8.63% |
$61.8K - $71.2K
|
2.34K
$924K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 6.13% |
$6.31K - $7.27K
|
291
$115K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-175- 4.05% |
$58.1K - $67K
|
4.14K
$1.64M
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.43% |
$2.66K - $3.06K
|
1.89K
$744K
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
544New |
$181K - $208K
|
544
$215K
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.22K- 75.43% |
$738K - $851K
|
724
$286K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-64- 2.9% |
$21.2K - $24.5K
|
2.14K
$846K
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10- 55.56% |
$3.32K - $3.83K
|
8
$3.16K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.12% |
$664 - $766
|
1.63K
$642K
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.15% |
$332 - $383
|
687
$271K
|