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 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$479 - $550
|
1.69K
$796K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
5.4KNew |
$1.29M - $1.49M
|
5.4K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-15- 1.82% |
$3.59K - $4.13K
|
808
$381K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-99- 0.71% |
$23.7K - $27.2K
|
13.9K
$6.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-156- 0.77% |
$37.3K - $42.9K
|
20K
$9.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-72.7K- 2.98% |
$17.4M - $20M
|
2.37M
$1.11B
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$479 - $550
|
3.29K
$1.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-50- 5.12% |
$12K - $13.8K
|
926
$436K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
142+ 11.41% |
$34K - $39.1K
|
1.39K
$653K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-75- 23.66% |
$17.9K - $20.6K
|
242
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$6.7K - $7.71K
|
28
$13.2K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.48KNew |
$833K - $958K
|
3.48K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-849- 8.16% |
$203K - $234K
|
9.56K
$4.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-291- 13.57% |
$69.6K - $80.1K
|
1.85K
$873K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.38KNew |
$570K - $655K
|
2.38K
$1.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
310New |
$74.2K - $85.3K
|
310
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.12% |
$2.15K - $2.48K
|
7.68K
$3.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-130- 4.13% |
$31.1K - $35.8K
|
3.02K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.37K- 7.67% |
$327K - $376K
|
16.4K
$7.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-791- 28.18% |
$189K - $218K
|
2.02K
$949K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
739New |
$177K - $203K
|
739
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.98% |
$47.9K - $55K
|
20.6K
$9.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 25.0% |
$59.8K - $68.8K
|
750
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
77.9KNew |
$18.6M - $21.4M
|
77.9K
$36.7M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
229+ 45.53% |
$54.8K - $63K
|
732
$345K
|
|
| Q1 2023 | |||||||
|
Dec 08, 2025
Q1 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-701- 40.64% |
$147K - $171K
|
1.02K
$482K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75New |
$15.7K - $18.3K
|
75
$35.3K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
923New |
$194K - $226K
|
923
$435K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-118- 1.28% |
$24.8K - $28.8K
|
9.1K
$4.29M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
673New |
$141K - $164K
|
673
$317K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.01KNew |
$211K - $246K
|
1.01K
$474K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
11.1KNew |
$2.33M - $2.71M
|
11.1K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 93.75% |
$315K - $367K
|
100
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$210 - $244
|
59
$27.8K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.35K- 3.26% |
$493K - $574K
|
69.7K
$32.8M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.05% |
$420 - $489
|
4.18K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10K- 99.97% |
$2.1M - $2.44M
|
3
$1.41K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-88- 7.57% |
$18.5K - $21.5K
|
1.08K
$506K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
923New |
$194K - $226K
|
923
$435K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.4KNew |
$503K - $586K
|
2.4K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.28MNew |
$269M - $313M
|
1.28M
$603M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
47New |
$9.87K - $11.5K
|
47
$22.1K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-87- 55.41% |
$18.3K - $21.3K
|
70
$33K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
916New |
$192K - $224K
|
916
$431K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 5.0% |
$21K - $24.4K
|
2.1K
$989K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.6K+ 88.17% |
$2.22M - $2.59M
|
22.6K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
SELL
|
- |
-265- 7.63% |
$55.6K - $64.7K
|
3.21K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.49KNew |
$941K - $1.1M
|
4.49K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
71New |
$14.9K - $17.3K
|
71
$33.4K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21KNew |
$4.4M - $5.13M
|
21K
$9.88M
|
|