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 |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.19% |
$3.6K - $4.26K
|
7.29K
$2.87M
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.46KNew |
$631K - $747K
|
2.46K
$969K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
322New |
$82.7K - $98K
|
322
$127K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
750New |
$193K - $228K
|
750
$296K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$119K - $141K
|
462
$182K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 3.03% |
$775K - $918K
|
96.6K
$38.1M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.3KNew |
$335K - $396K
|
1.3K
$514K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5KNew |
$385K - $456K
|
1.5K
$592K
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$6.63M
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.98KNew |
$507K - $601K
|
1.98K
$779K
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$313K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
825New |
$212K - $251K
|
825
$326K
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$721K - $854K
|
2.81K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
13.9KNew |
$3.57M - $4.23M
|
13.9K
$5.48M
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
708New |
$182K - $215K
|
708
$279K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-266- 87.79% |
$68.3K - $80.9K
|
37
$14.6K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
137+ 76.97% |
$35.2K - $41.7K
|
315
$124K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
679New |
$174K - $207K
|
679
$268K
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
2.29KNew |
$589K - $698K
|
2.29K
$905K
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$3.01M - $3.56M
|
11.7K
$4.62M
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.19KNew |
$306K - $362K
|
1.19K
$469K
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-34- 1.73% |
$8.74K - $10.3K
|
1.93K
$762K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
53New |
$13.6K - $16.1K
|
53
$20.9K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
630New |
$162K - $192K
|
630
$249K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.83KNew |
$470K - $557K
|
1.83K
$723K
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
664New |
$171K - $202K
|
664
$262K
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
756New |
$194K - $230K
|
756
$298K
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.56KNew |
$400K - $473K
|
1.56K
$614K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-920- 49.04% |
$236K - $280K
|
956
$377K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
907New |
$233K - $276K
|
907
$358K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
322+ 36.34% |
$82.7K - $98K
|
1.21K
$477K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
27New |
$6.94K - $8.21K
|
27
$10.7K
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-27.8K- 69.29% |
$7.15M - $8.46M
|
12.3K
$4.87M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$257 - $304
|
1
$395
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
1.33KNew |
$342K - $405K
|
1.33K
$525K
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
8.15KNew |
$2.09M - $2.48M
|
8.15K
$3.21M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$1.56M - $1.84M
|
6.06K
$2.39M
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
723New |
$186K - $220K
|
723
$285K
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-112- 11.79% |
$28.8K - $34.1K
|
838
$331K
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
739New |
$190K - $225K
|
739
$292K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18+ 3.48% |
$4.62K - $5.48K
|
535
$211K
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.22KNew |
$312K - $370K
|
1.22K
$479K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
738New |
$190K - $225K
|
738
$291K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
256+ 382.09% |
$65.8K - $77.9K
|
323
$127K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
49.8K+ 67.55% |
$12.8M - $15.2M
|
124K
$48.8M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21K+ 4.48% |
$5.39M - $6.39M
|
490K
$193M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-742- 39.89% |
$191K - $226K
|
1.12K
$441K
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
SELL
|
- |
-922- 68.14% |
$237K - $280K
|
431
$170K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
466New |
$120K - $142K
|
466
$184K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.18K+ 68.26% |
$1.07M - $1.27M
|
10.3K
$4.07M
|