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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
737New |
$265K - $308K
|
737
$311K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-21- 12.65% |
$7.56K - $8.76K
|
145
$61.1K
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
240+ 46.88% |
$86.4K - $100K
|
752
$317K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
19New |
$6.84K - $7.93K
|
19
$8.01K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$720 - $835
|
1.82K
$765K
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
89.9K+ 7395.64% |
$32.4M - $37.5M
|
91.1K
$38.4M
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 20.11% |
$760K - $881K
|
12.6K
$5.32M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 9.65% |
$917K - $1.06M
|
28.9K
$12.2M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.3K+ 12.59% |
$2.63M - $3.04M
|
65.3K
$27.5M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
880+ 151.99% |
$317K - $367K
|
1.46K
$615K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-706- 33.36% |
$254K - $295K
|
1.41K
$595K
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.7K+ 4.91% |
$3.87M - $4.48M
|
230K
$96.9M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.99K+ 15.62% |
$1.08M - $1.25M
|
22.1K
$9.32M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-654- 1.36% |
$235K - $273K
|
47.3K
$19.9M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 35.83% |
$989K - $1.15M
|
10.4K
$4.39M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 4.31% |
$13K - $15K
|
800
$337K
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-5- 1.21% |
$1.8K - $2.09K
|
409
$172K
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-4- 0.06% |
$1.44K - $1.67K
|
6.48K
$2.73M
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.25K- 16.31% |
$448K - $519K
|
6.39K
$2.69M
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20K+ 80.22% |
$7.2M - $8.34M
|
44.9K
$18.9M
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
10.2K+ 63.08% |
$3.69M - $4.27M
|
26.5K
$11.2M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-45- 25.14% |
$16.2K - $18.8K
|
134
$56.5K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-1.85K- 34.98% |
$664K - $770K
|
3.43K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
856+ 36.23% |
$308K - $357K
|
3.22K
$1.36M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
274+ 0.55% |
$98.7K - $114K
|
50.3K
$21.2M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
54.8K+ 7.48% |
$19.7M - $22.9M
|
787K
$332M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.71K- 5.54% |
$615K - $713K
|
29.2K
$12.3M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-93- 2.49% |
$33.5K - $38.8K
|
3.65K
$1.54M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.17K+ 27.33% |
$419K - $486K
|
5.43K
$2.29M
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-137- 0.72% |
$49.3K - $57.2K
|
19K
$8.02M
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1+ 0.13% |
$360 - $417
|
749
$316K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.6K+ 16.33% |
$5.6M - $6.49M
|
111K
$46.7M
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-317- 0.69% |
$114K - $132K
|
45.9K
$19.4M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.17K- 11.65% |
$420K - $487K
|
8.84K
$3.73M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.4K- 18.69% |
$11.7M - $13.5M
|
141K
$59.5M
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-425- 14.23% |
$153K - $177K
|
2.56K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
379+ 21.88% |
$136K - $158K
|
2.11K
$890K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 3.34% |
$452K - $524K
|
38.9K
$16.4M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-200- 4.19% |
$72K - $83.5K
|
4.58K
$1.93M
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.66K+ 76.22% |
$598K - $693K
|
3.84K
$1.62M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
368+ 15.86% |
$133K - $154K
|
2.69K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-493- 4.85% |
$178K - $206K
|
9.67K
$4.08M
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.87K- 45.66% |
$673K - $779K
|
2.22K
$937K
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
316+ 7.81% |
$114K - $132K
|
4.36K
$1.84M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.43K- 3.21% |
$876K - $1.02M
|
73.4K
$30.9M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
581+ 43.92% |
$209K - $242K
|
1.9K
$803K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
112K+ 7.57% |
$40.2M - $46.6M
|
1.59M
$670M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.29K
$964K
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 46.96% |
$571K - $661K
|
1.79K
$755K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-33- 2.52% |
$11.9K - $13.8K
|
1.28K
$538K
|