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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
637New |
$211K - $244K
|
637
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39- 0.07% |
$12.9K - $14.9K
|
52.2K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
788New |
$262K - $302K
|
788
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-150- 11.11% |
$49.8K - $57.4K
|
1.2K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 5.5% |
$19.9K - $23K
|
1.03K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-448- 15.73% |
$149K - $171K
|
2.4K
$947K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$71K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$317K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-81- 4.87% |
$26.9K - $31K
|
1.58K
$625K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$540K - $623K
|
1.63K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 36.7% |
$13.3K - $15.3K
|
149
$58.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$55.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$409K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 37.63% |
$446K - $514K
|
4.91K
$1.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$12.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$855K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$3.32K - $3.83K
|
1.03K
$404K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
54+ 6.01% |
$17.9K - $20.7K
|
953
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.92% |
$6.64K - $7.66K
|
2.14K
$846K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.76K+ 222.7% |
$915K - $1.06M
|
4K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-80- 13.72% |
$26.6K - $30.6K
|
503
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.19KNew |
$395K - $456K
|
1.19K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.39K- 8.91% |
$462K - $532K
|
14.2K
$5.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6- 0.95% |
$1.99K - $2.3K
|
623
$246K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-334- 9.43% |
$111K - $128K
|
3.21K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.28% |
$1.99K - $2.3K
|
2.14K
$844K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$37.2K - $42.9K
|
112
$44.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
120+ 2.59% |
$39.8K - $45.9K
|
4.75K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.15% |
$664 - $766
|
1.3K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
38+ 1.16% |
$12.6K - $14.5K
|
3.33K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9+ 900.0% |
$2.99K - $3.44K
|
10
$3.95K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-13- 0.35% |
$4.32K - $4.98K
|
3.67K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-19- 0.62% |
$6.31K - $7.27K
|
3.05K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-809- 1.73% |
$269K - $310K
|
46.1K
$18.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.86KNew |
$619K - $713K
|
1.86K
$735K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-11- 0.59% |
$3.65K - $4.21K
|
1.86K
$734K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14- 0.05% |
$4.65K - $5.36K
|
28.5K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-419- 37.08% |
$139K - $160K
|
711
$281K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
67+ 0.13% |
$22.2K - $25.6K
|
53.6K
$21.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.77K+ 3.38% |
$1.58M - $1.83M
|
146K
$57.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 1.55% |
$22.2K - $25.6K
|
4.39K
$1.73M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-158- 32.58% |
$52.5K - $60.5K
|
327
$129K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
46+ 7.46% |
$14.5K - $16.9K
|
663
$262K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-225- 8.82% |
$71.1K - $82.6K
|
2.33K
$917K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.1KNew |
$349K - $405K
|
1.1K
$435K
|
|