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 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.4K+ 18.53% |
$2.31M - $2.67M
|
41K
$17.3M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-326- 19.99% |
$117K - $136K
|
1.31K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.97K- 4.4% |
$710K - $822K
|
42.8K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 12.3% |
$707K - $819K
|
14K
$5.9M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-17- 0.9% |
$6.12K - $7.09K
|
1.88K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-303- 5.6% |
$109K - $126K
|
5.11K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 4.4% |
$180K - $209K
|
10.9K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.8K- 7.25% |
$6.04M - $7M
|
215K
$90.5M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.89% |
$1.08K - $1.25K
|
334
$141K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-424- 2.33% |
$153K - $177K
|
17.8K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
652+ 46.64% |
$235K - $272K
|
2.05K
$864K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
436+ 2.24% |
$157K - $182K
|
19.9K
$8.38M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.91K+ 35.59% |
$1.05M - $1.21M
|
11.1K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-125K- 2.76% |
$44.9M - $52M
|
4.39M
$1.85B
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-7.65K- 96.08% |
$2.75M - $3.19M
|
312
$132K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
510+ 31.84% |
$184K - $213K
|
2.11K
$891K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.7% |
$3.96K - $4.59K
|
1.57K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-660- 2.8% |
$238K - $275K
|
22.9K
$9.67M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-358- 15.89% |
$129K - $149K
|
1.9K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-179- 1.1% |
$64.5K - $74.7K
|
16.1K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-57- 1.62% |
$20.5K - $23.8K
|
3.46K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
187+ 2.47% |
$67.3K - $78K
|
7.75K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-345- 0.35% |
$124K - $144K
|
97.4K
$41.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.9K+ 14.7% |
$682K - $791K
|
14.8K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.78K+ 18.69% |
$2.08M - $2.41M
|
36.7K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-112K- 23.13% |
$40.5M - $46.9M
|
374K
$158M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.5K- 12.05% |
$9.55M - $11.1M
|
194K
$81.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-106K- 12.77% |
$38.2M - $44.3M
|
725K
$306M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-528- 20.21% |
$190K - $220K
|
2.09K
$879K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
40+ 1.2% |
$14.4K - $16.7K
|
3.39K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-356- 7.22% |
$128K - $149K
|
4.58K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
896+ 2.14% |
$323K - $374K
|
42.7K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-64.1K- 41.73% |
$23.1M - $26.7M
|
89.4K
$37.7M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-622- 4.05% |
$224K - $260K
|
14.7K
$6.21M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-94- 2.48% |
$33.8K - $39.2K
|
3.7K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-12- 0.25% |
$4.32K - $5.01K
|
4.85K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 6.55% |
$5.15M - $5.96M
|
232K
$98M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
391+ 7.14% |
$141K - $163K
|
5.87K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-734- 0.88% |
$264K - $306K
|
83.1K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
252+ 4.4% |
$90.7K - $105K
|
5.97K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-49- 4.9% |
$17.6K - $20.4K
|
950
$401K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
43+ 2.33% |
$15.5K - $17.9K
|
1.89K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-288- 43.11% |
$104K - $120K
|
380
$160K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.03K- 0.96% |
$1.81M - $2.1M
|
518K
$218M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-13- 0.04% |
$4.68K - $5.42K
|
35.3K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.29MNew |
$463M - $537M
|
1.29M
$542M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
687+ 27.85% |
$247K - $287K
|
3.15K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24.7K- 0.73% |
$8.9M - $10.3M
|
3.38M
$1.43B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
1.4KNew |
$504K - $584K
|
1.4K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
156+ 1.11% |
$56.2K - $65.1K
|
14.2K
$6M
|