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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.8K- 28.35% |
$7.71M - $8.72M
|
52.6K
$21.9M
|
|
Feb 10, 2025
Q4 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
11.6K+ 166.81% |
$4.31M - $4.88M
|
18.6K
$7.75M
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
112+ 7.63% |
$41.5K - $46.9K
|
1.58K
$657K
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.44KNew |
$534K - $604K
|
1.44K
$600K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.44KNew |
$903K - $1.02M
|
2.44K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.45% |
$2.22K - $2.51K
|
1.33K
$552K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
100New |
$37K - $41.9K
|
100
$41.6K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-257- 7.71% |
$95.2K - $108K
|
3.08K
$1.28M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-808- 16.22% |
$299K - $339K
|
4.18K
$1.74M
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-479- 6.6% |
$177K - $201K
|
6.78K
$2.82M
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-310- 15.01% |
$115K - $130K
|
1.76K
$731K
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.2KNew |
$1.19M - $1.34M
|
3.2K
$1.33M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.72K+ 2.19% |
$1.38M - $1.56M
|
174K
$72.3M
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-530- 15.07% |
$196K - $222K
|
2.99K
$1.24M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-75- 0.74% |
$27.8K - $31.4K
|
10K
$4.16M
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-58- 3.26% |
$21.5K - $24.3K
|
1.72K
$716K
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
85+ 0.72% |
$31.5K - $35.6K
|
11.9K
$4.94M
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-7- 0.69% |
$2.59K - $2.93K
|
1.01K
$418K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
37+ 1.21% |
$13.7K - $15.5K
|
3.1K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
502New |
$186K - $210K
|
502
$209K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-132- 6.53% |
$48.9K - $55.3K
|
1.89K
$786K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61.4K- 9.58% |
$22.7M - $25.7M
|
580K
$241M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-264- 0.71% |
$97.7K - $111K
|
36.7K
$15.3M
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
118New |
$43.7K - $49.4K
|
118
$49.1K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.07% |
$370 - $419
|
1.35K
$563K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-24.5K- 11.57% |
$9.07M - $10.3M
|
187K
$78M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
658+ 27.36% |
$244K - $276K
|
3.06K
$1.28M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
305+ 18.31% |
$113K - $128K
|
1.97K
$821K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-69- 6.96% |
$25.5K - $28.9K
|
922
$384K
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.08K- 3.45% |
$400K - $453K
|
30.3K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-48- 0.62% |
$17.8K - $20.1K
|
7.75K
$3.23M
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-47- 7.14% |
$17.4K - $19.7K
|
611
$254K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-704- 14.76% |
$261K - $295K
|
4.07K
$1.69M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
428New |
$158K - $179K
|
428
$178K
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20+ 0.17% |
$7.4K - $8.38K
|
11.8K
$4.92M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 3.23% |
$96.3K - $109K
|
8.31K
$3.46M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-364- 1.02% |
$135K - $152K
|
35.3K
$14.7M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
846+ 0.11% |
$313K - $354K
|
774K
$322M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.03K+ 11.45% |
$2.97M - $3.37M
|
78.2K
$32.6M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.11KNew |
$409K - $463K
|
1.11K
$460K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-72- 3.84% |
$26.7K - $30.2K
|
1.8K
$750K
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.91K- 3.14% |
$708K - $801K
|
59.1K
$24.6M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-40K- 3.63% |
$14.8M - $16.8M
|
1.06M
$442M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
839New |
$311K - $351K
|
839
$349K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.9% |
$1.11K - $1.26K
|
337
$140K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.17K- 2.72% |
$3.4M - $3.84M
|
328K
$136M
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
500+ 6.68% |
$185K - $209K
|
7.99K
$3.33M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
10+ 0.13% |
$3.7K - $4.19K
|
7.64K
$3.18M
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
341K+ 210.48% |
$126M - $143M
|
504K
$210M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.25K- 14.21% |
$463K - $524K
|
7.55K
$3.14M
|