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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-70- 0.91% |
$22.4K - $29.5K
|
7.66K
$3.23M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-35.7K- 1.67% |
$11.5M - $15.1M
|
2.11M
$888M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
477New |
$153K - $201K
|
477
$201K
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
785+ 3.22% |
$252K - $331K
|
25.2K
$10.6M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-14- 0.82% |
$4.49K - $5.9K
|
1.69K
$711K
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
50+ 2.42% |
$16K - $21.1K
|
2.12K
$892K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12.1K+ 27.63% |
$3.86M - $5.09M
|
55.7K
$23.5M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
46+ 3.74% |
$14.7K - $19.4K
|
1.28K
$538K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.1% |
$4.49K - $5.9K
|
14.3K
$6.02M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-114- 12.18% |
$36.5K - $48.1K
|
822
$347K
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.4KNew |
$450K - $592K
|
1.4K
$592K
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
186+ 3.88% |
$59.6K - $78.4K
|
4.99K
$2.1M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
803+ 58.74% |
$257K - $339K
|
2.17K
$915K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
246+ 3.69% |
$78.8K - $104K
|
6.91K
$2.91M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
33New |
$10.6K - $13.9K
|
33
$13.9K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-133- 0.62% |
$42.6K - $56.1K
|
21.4K
$9.02M
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
366+ 10.69% |
$117K - $154K
|
3.79K
$1.6M
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
335+ 3.82% |
$107K - $141K
|
9.11K
$3.84M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
245+ 17.11% |
$78.5K - $103K
|
1.68K
$707K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.85K+ 99.58% |
$3.16M - $4.15M
|
19.7K
$8.32M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-29- 2.35% |
$9.29K - $12.2K
|
1.21K
$509K
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
742+ 107.38% |
$238K - $313K
|
1.43K
$604K
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
632New |
$203K - $267K
|
632
$267K
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
BUY
|
- |
46.5K+ 225.22% |
$14.9M - $19.6M
|
67.2K
$28.3M
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-572- 2.91% |
$183K - $241K
|
19.1K
$8.04M
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
54+ 1.15% |
$17.3K - $22.8K
|
4.76K
$2.01M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-45- 0.35% |
$14.4K - $19K
|
12.8K
$5.39M
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
7+ 0.18% |
$2.24K - $2.95K
|
3.85K
$1.62M
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-12- 0.31% |
$3.85K - $5.06K
|
3.81K
$1.6M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-801K- 57.95% |
$257M - $338M
|
581K
$245M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-540- 0.76% |
$173K - $228K
|
70.2K
$29.6M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
277+ 10.52% |
$88.8K - $117K
|
2.91K
$1.23M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.69K+ 74.89% |
$540K - $711K
|
3.94K
$1.66M
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-468- 7.02% |
$150K - $197K
|
6.2K
$2.61M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.13% |
$961 - $1.27K
|
2.35K
$992K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 22.93% |
$230K - $303K
|
2.42K
$1.02M
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-549- 3.06% |
$176K - $232K
|
17.4K
$7.34M
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-54- 1.89% |
$17.3K - $22.8K
|
2.81K
$1.18M
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
515New |
$165K - $217K
|
515
$217K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2+ 0.36% |
$641 - $843
|
559
$236K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
6.9K+ 900.78% |
$2.21M - $2.91M
|
7.67K
$3.23M
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-144- 4.91% |
$46.1K - $60.7K
|
2.79K
$1.18M
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-540- 9.39% |
$173K - $228K
|
5.21K
$2.2M
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2+ 0.2% |
$641 - $843
|
983
$415K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-208- 0.66% |
$66.6K - $87.7K
|
31.5K
$13.3M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
81+ 20.2% |
$26K - $34.2K
|
482
$203K
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1+ 0.08% |
$320 - $422
|
1.21K
$511K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.09K- 14.81% |
$351K - $461K
|
6.29K
$2.65M
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.7K+ 23.68% |
$543K - $715K
|
8.85K
$3.73M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
490New |
$157K - $207K
|
490
$207K
|