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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-111- 1.32% |
$41.1K - $46.5K
|
8.32K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
36.8KNew |
$13.6M - $15.4M
|
36.8K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.64K+ 7.31% |
$607K - $687K
|
24K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-178- 4.07% |
$65.9K - $74.6K
|
4.2K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.65K+ 3.63% |
$2.83M - $3.2M
|
218K
$90.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.01K- 14.32% |
$746K - $844K
|
12.1K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-135- 0.55% |
$50K - $56.6K
|
24.3K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
531New |
$197K - $222K
|
531
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
917+ 12.86% |
$340K - $384K
|
8.05K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.04KNew |
$756K - $855K
|
2.04K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.98K+ 42.27% |
$733K - $830K
|
6.66K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
529New |
$196K - $222K
|
529
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 2.15% |
$740 - $838
|
91
$37.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$389K - $441K
|
1.05K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.47K- 2.34% |
$2.03M - $2.29M
|
229K
$95.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-224- 1.85% |
$82.9K - $93.8K
|
11.9K
$4.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
890New |
$330K - $373K
|
890
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-237- 2.25% |
$87.7K - $99.3K
|
10.3K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-17- 0.52% |
$6.29K - $7.12K
|
3.26K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
30+ 3.42% |
$11.1K - $12.6K
|
908
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
7.09KNew |
$2.62M - $2.97M
|
7.09K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
160K+ 93.79% |
$59.4M - $67.2M
|
331K
$138M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3.24K+ 124.28% |
$1.2M - $1.36M
|
5.85K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.6K+ 77.47% |
$9.47M - $10.7M
|
58.6K
$24.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
5.84K+ 10.58% |
$2.16M - $2.45M
|
61K
$25.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
115+ 3.17% |
$42.6K - $48.2K
|
3.74K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-106- 2.35% |
$39.2K - $44.4K
|
4.41K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.79K- 2.25% |
$662K - $749K
|
77.7K
$32.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-46- 0.37% |
$17K - $19.3K
|
12.4K
$5.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8+ 0.47% |
$2.96K - $3.35K
|
1.7K
$709K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-219- 0.16% |
$81.1K - $91.7K
|
135K
$56.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-425- 9.08% |
$157K - $178K
|
4.25K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
45+ 0.02% |
$16.7K - $18.9K
|
203K
$84.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-18.1K- 4.57% |
$6.72M - $7.6M
|
379K
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3+ 0.25% |
$1.11K - $1.26K
|
1.22K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.4MNew |
$1.26B - $1.43B
|
3.4M
$1.42B
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
410New |
$152K - $172K
|
410
$171K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-91- 17.3% |
$33.7K - $38.1K
|
435
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-141- 7.3% |
$52.2K - $59.1K
|
1.79K
$745K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.87KNew |
$1.8M - $2.04M
|
4.87K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.37K- 1.43% |
$508K - $575K
|
94.5K
$39.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-84- 0.82% |
$31.1K - $35.2K
|
10.2K
$4.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
659+ 1.17% |
$244K - $276K
|
57.1K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12.9K- 46.28% |
$4.77M - $5.4M
|
15K
$6.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
740New |
$274K - $310K
|
740
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-6.53K- 3.28% |
$2.42M - $2.73M
|
193K
$80.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
333+ 7.9% |
$123K - $140K
|
4.55K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
40+ 1.31% |
$14.8K - $16.8K
|
3.09K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-677- 4.05% |
$251K - $284K
|
16K
$6.68M
|