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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.32% |
$239 - $275
|
314
$124K
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-409- 32.96% |
$97.9K - $113K
|
832
$328K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-102- 9.27% |
$24.4K - $28.1K
|
998
$394K
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
806New |
$193K - $222K
|
806
$318K
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
935New |
$224K - $257K
|
935
$369K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
60New |
$14.4K - $16.5K
|
60
$23.7K
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.5KNew |
$359K - $413K
|
1.5K
$592K
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
775New |
$185K - $213K
|
775
$306K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
178+ 0.31% |
$42.6K - $49K
|
58.1K
$22.9M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
28.8KNew |
$6.88M - $7.91M
|
28.8K
$11.3M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-16- 0.25% |
$3.83K - $4.4K
|
6.39K
$2.52M
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
118New |
$28.2K - $32.5K
|
118
$46.6K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
317New |
$75.9K - $87.2K
|
317
$125K
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-32- 1.28% |
$7.66K - $8.81K
|
2.46K
$972K
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-183K- 87.89% |
$43.7M - $50.3M
|
25.2K
$9.93M
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
804New |
$192K - $221K
|
804
$317K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
560New |
$134K - $154K
|
560
$221K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$479 - $550
|
1.69K
$667K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
5.4KNew |
$1.29M - $1.49M
|
5.4K
$2.13M
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-15- 1.82% |
$3.59K - $4.13K
|
808
$319K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-99- 0.71% |
$23.7K - $27.2K
|
13.9K
$5.48M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-156- 0.77% |
$37.3K - $42.9K
|
20K
$7.89M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-72.7K- 2.98% |
$17.4M - $20M
|
2.37M
$933M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$479 - $550
|
3.29K
$1.3M
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-50- 5.12% |
$12K - $13.8K
|
926
$365K
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
142+ 11.41% |
$34K - $39.1K
|
1.39K
$547K
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-75- 23.66% |
$17.9K - $20.6K
|
242
$95.5K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$6.7K - $7.71K
|
28
$11K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.48KNew |
$833K - $958K
|
3.48K
$1.37M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-849- 8.16% |
$203K - $234K
|
9.56K
$3.77M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-291- 13.57% |
$69.6K - $80.1K
|
1.85K
$731K
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.38KNew |
$570K - $655K
|
2.38K
$939K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
310New |
$74.2K - $85.3K
|
310
$122K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.12% |
$2.15K - $2.48K
|
7.68K
$3.03M
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-130- 4.13% |
$31.1K - $35.8K
|
3.02K
$1.19M
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.37K- 7.67% |
$327K - $376K
|
16.4K
$6.49M
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-791- 28.18% |
$189K - $218K
|
2.02K
$796K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
214New |
$51.2K - $58.9K
|
214
$84.4K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
739New |
$177K - $203K
|
739
$292K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.98% |
$47.9K - $55K
|
20.6K
$8.12M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 25.0% |
$59.8K - $68.8K
|
750
$296K
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-1.16K- 35.6% |
$277K - $319K
|
2.1K
$827K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
77.9KNew |
$18.6M - $21.4M
|
77.9K
$30.7M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28.6KNew |
$6.83M - $7.86M
|
28.6K
$11.3M
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.02KNew |
$245K - $281K
|
1.02K
$403K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
229+ 45.53% |
$54.8K - $63K
|
732
$289K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
870New |
$208K - $239K
|
870
$343K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-68- 1.95% |
$14.3K - $16.6K
|
3.42K
$1.35M
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75New |
$15.7K - $18.3K
|
75
$29.6K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
923New |
$194K - $226K
|
923
$364K
|