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 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-36- 2.52% |
$9.5K - $10.3K
|
1.39K
$550K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.43K+ 221.74% |
$641K - $693K
|
3.52K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.64KNew |
$1.22M - $1.32M
|
4.64K
$1.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-319- 7.08% |
$84.2K - $91K
|
4.19K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
99+ 1.77% |
$26.1K - $28.3K
|
5.71K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.43KNew |
$378K - $409K
|
1.43K
$565K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8New |
$2.11K - $2.28K
|
8
$3.16K
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
930New |
$245K - $265K
|
930
$367K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.9K+ 27860.0% |
$3.67M - $3.98M
|
14K
$5.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
1KNew |
$264K - $285K
|
1K
$395K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.98K+ 13.4% |
$786K - $850K
|
25.2K
$9.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
9.1K+ 60.75% |
$2.4M - $2.6M
|
24.1K
$9.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
100New |
$26.4K - $28.5K
|
100
$39.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
20+ 9.66% |
$5.28K - $5.71K
|
227
$89.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
41New |
$10.8K - $11.7K
|
41
$16.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
784+ 3.71% |
$207K - $224K
|
21.9K
$8.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 1.19% |
$8.18K - $8.85K
|
2.57K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-47- 1.72% |
$12.4K - $13.4K
|
2.68K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-49- 3.32% |
$12.9K - $14K
|
1.43K
$564K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.44K- 19.17% |
$907K - $982K
|
14.5K
$5.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
803New |
$212K - $229K
|
803
$317K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
775New |
$204K - $221K
|
775
$306K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400- 30.86% |
$106K - $114K
|
896
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-2- 0.19% |
$528 - $571
|
1.06K
$418K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-25- 0.1% |
$6.6K - $7.13K
|
24.1K
$9.52M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
6.5K+ 21.88% |
$1.71M - $1.85M
|
36.2K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-82- 55.41% |
$21.6K - $23.4K
|
66
$26K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
121New |
$31.9K - $34.5K
|
121
$47.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
56+ 2.37% |
$14.8K - $16K
|
2.42K
$953K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10.4K- 6.48% |
$2.75M - $2.97M
|
150K
$59.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.3KNew |
$607K - $656K
|
2.3K
$908K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$263K - $303K
|
1.1K
$434K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.62M- 98.28% |
$1.34B - $1.55B
|
98.3K
$38.8M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
7.81KNew |
$1.87M - $2.15M
|
7.81K
$3.08M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.54K- 37.86% |
$608K - $699K
|
4.17K
$1.65M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
29New |
$6.94K - $7.98K
|
29
$11.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
27.5KNew |
$6.59M - $7.57M
|
27.5K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-4- 0.63% |
$957 - $1.1K
|
630
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-53- 2.22% |
$12.7K - $14.6K
|
2.33K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 1872.53% |
$408K - $469K
|
1.8K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
810New |
$194K - $223K
|
810
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.21K+ 132.35% |
$290K - $333K
|
2.13K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
905New |
$217K - $249K
|
905
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.2KNew |
$526K - $605K
|
2.2K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-9.1K- 28.26% |
$2.18M - $2.5M
|
23.1K
$9.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
90.9KNew |
$21.8M - $25M
|
90.9K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50+ 217.39% |
$12K - $13.8K
|
73
$28.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72New |
$17.2K - $19.8K
|
72
$28.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
202New |
$48.3K - $55.6K
|
202
$79.7K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-622- 8.55% |
$149K - $171K
|
6.65K
$2.63M
|
|