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 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.85K - $2.09K
|
8.1K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-155- 5.78% |
$57.4K - $64.9K
|
2.53K
$934K
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-33- 0.47% |
$12.2K - $13.8K
|
6.92K
$2.56M
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.41KNew |
$894K - $1.01M
|
2.41K
$893K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.32KNew |
$487K - $551K
|
1.32K
$486K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
531New |
$197K - $222K
|
531
$196K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.9K- 5.06% |
$11.4M - $12.9M
|
579K
$214M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-182- 23.33% |
$67.4K - $76.2K
|
598
$221K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.89K+ 2.95% |
$701K - $793K
|
66K
$24.4M
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-25- 4.99% |
$9.26K - $10.5K
|
476
$176K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-9.17K- 43.52% |
$3.4M - $3.84M
|
11.9K
$4.4M
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-41- 1.14% |
$15.2K - $17.2K
|
3.55K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-377- 1.67% |
$140K - $158K
|
22.2K
$8.22M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 0.07% |
$2.59K - $2.93K
|
10.2K
$3.78M
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.4% |
$18.5K - $20.9K
|
3.63K
$1.34M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-264- 2.4% |
$97.7K - $111K
|
10.8K
$3.98M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-79- 7.07% |
$29.2K - $33.1K
|
1.04K
$384K
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 1.09% |
$7.03K - $7.96K
|
1.73K
$639K
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
140+ 20.14% |
$51.8K - $58.7K
|
835
$309K
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-35- 0.25% |
$13K - $14.7K
|
14.1K
$5.23M
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-70- 1.07% |
$25.9K - $29.3K
|
6.46K
$2.39M
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
34+ 0.15% |
$12.6K - $14.2K
|
22K
$8.13M
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
318+ 3.44% |
$118K - $133K
|
9.57K
$3.54M
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
4.1KNew |
$1.52M - $1.72M
|
4.1K
$1.52M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-736- 54.32% |
$272K - $308K
|
619
$229K
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-457- 0.11% |
$169K - $191K
|
426K
$157M
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-80- 0.78% |
$29.6K - $33.5K
|
10.2K
$3.78M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-474- 0.48% |
$175K - $199K
|
98.4K
$36.4M
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-19- 0.09% |
$7.03K - $7.96K
|
20.7K
$7.66M
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-24- 3.61% |
$8.89K - $10.1K
|
640
$237K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
37.6K+ 3344.62% |
$13.9M - $15.8M
|
38.8K
$14.3M
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4+ 0.09% |
$1.48K - $1.68K
|
4.41K
$1.63M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.17K+ 13.38% |
$1.54M - $1.75M
|
35.3K
$13.1M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 5.88% |
$80.3K - $90.9K
|
3.91K
$1.44M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
227New |
$84K - $95.1K
|
227
$84K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 3.46% |
$18.5K - $20.9K
|
1.4K
$517K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
52+ 1.1% |
$19.3K - $21.8K
|
4.79K
$1.77M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
528New |
$195K - $221K
|
528
$195K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
22+ 3.2% |
$8.15K - $9.22K
|
710
$263K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
283+ 4.28% |
$105K - $119K
|
6.9K
$2.55M
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
784New |
$290K - $328K
|
784
$290K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.49K- 14.91% |
$550K - $623K
|
8.48K
$3.14M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.69K- 2.43% |
$625K - $708K
|
67.8K
$25.1M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1KNew |
$3.73M - $4.23M
|
10.1K
$3.73M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 23.92% |
$1.47M - $1.66M
|
20.6K
$7.61M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-487- 2.85% |
$180K - $204K
|
16.6K
$6.14M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67K+ 6.08% |
$24.8M - $28.1M
|
1.17M
$433M
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-329- 21.46% |
$122K - $138K
|
1.2K
$445K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.21K+ 7.55% |
$447K - $506K
|
17.2K
$6.37M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.55% |
$7.03K - $7.96K
|
3.42K
$1.27M
|