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 |
---|---|---|---|---|---|---|---|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-28- 3.64% |
$10.1K - $11.7K
|
742
$268K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.93K- 64.25% |
$695K - $805K
|
1.07K
$387K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
79+ 5.87% |
$28.4K - $33K
|
1.43K
$514K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-797- 42.06% |
$287K - $333K
|
1.1K
$396K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-125- 8.64% |
$45K - $52.2K
|
1.32K
$476K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.08K- 10.61% |
$2.19M - $2.54M
|
51.2K
$18.5M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-485- 23.92% |
$175K - $202K
|
1.54K
$556K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.07K+ 16.01% |
$1.83M - $2.12M
|
36.7K
$13.2M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-196- 0.25% |
$70.6K - $81.8K
|
76.9K
$27.7M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
233+ 19.37% |
$83.9K - $97.2K
|
1.44K
$518K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-202- 2.48% |
$72.7K - $84.3K
|
7.95K
$2.87M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.42KNew |
$511K - $592K
|
1.42K
$511K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
789+ 87.18% |
$284K - $329K
|
1.69K
$611K
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-12- 0.12% |
$4.32K - $5.01K
|
9.91K
$3.57M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-70- 6.13% |
$25.2K - $29.2K
|
1.07K
$386K
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-97- 4.52% |
$34.9K - $40.5K
|
2.05K
$738K
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-44- 6.93% |
$15.8K - $18.4K
|
591
$213K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.61KNew |
$1.66M - $1.92M
|
4.61K
$1.66M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-60- 11.93% |
$21.6K - $25K
|
443
$160K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.55K+ 79.14% |
$559K - $648K
|
3.51K
$1.27M
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 5.62% |
$15.8K - $18.4K
|
739
$266K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 105066.67% |
$4.54M - $5.26M
|
12.6K
$4.55M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 138.07% |
$592K - $686K
|
2.83K
$1.02M
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-884- 12.21% |
$318K - $369K
|
6.36K
$2.29M
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-543- 5.62% |
$196K - $227K
|
9.12K
$3.29M
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-13- 0.63% |
$4.68K - $5.42K
|
2.04K
$735K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 0.02% |
$720 - $835
|
13.2K
$4.77M
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
4.06K+ 13.52% |
$1.46M - $1.69M
|
34.1K
$12.3M
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.93K- 1.56% |
$694K - $804K
|
122K
$43.8M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.39K- 8.34% |
$501K - $581K
|
15.3K
$5.52M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-65- 3.49% |
$23.4K - $27.1K
|
1.8K
$648K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-60- 0.86% |
$21.6K - $25K
|
6.92K
$2.49M
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-777- 0.94% |
$280K - $324K
|
82.3K
$29.7M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-188- 6.14% |
$67.7K - $78.4K
|
2.88K
$1.04M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.23K+ 34.07% |
$1.52M - $1.76M
|
16.6K
$6M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-271- 14.29% |
$97.6K - $113K
|
1.63K
$586K
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-469- 4.88% |
$169K - $196K
|
9.15K
$3.3M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 6.94% |
$849K - $984K
|
31.6K
$11.4M
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-622- 6.08% |
$224K - $260K
|
9.61K
$3.46M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$491K
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3- 0.19% |
$1.08K - $1.25K
|
1.55K
$560K
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-32- 1.73% |
$11.5K - $13.4K
|
1.82K
$657K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-288- 1.44% |
$104K - $120K
|
19.7K
$7.11M
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
26+ 0.61% |
$9.36K - $10.8K
|
4.32K
$1.56M
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.12K- 56.82% |
$402K - $466K
|
849
$306K
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.46K+ 1.73% |
$527K - $611K
|
85.9K
$31M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-9- 0.18% |
$3.24K - $3.76K
|
5.02K
$1.81M
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-58- 0.54% |
$20.9K - $24.2K
|
10.8K
$3.88M
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8.14K- 16.23% |
$2.93M - $3.4M
|
42K
$15.1M
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-668- 8.58% |
$241K - $279K
|
7.12K
$2.57M
|