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 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-209- 11.79% |
$75.3K - $87.2K
|
1.56K
$659K
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
10+ 0.07% |
$3.6K - $4.17K
|
13.8K
$5.83M
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.82KNew |
$654K - $758K
|
1.82K
$766K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 320.69% |
$11.3M - $13.1M
|
41.3K
$17.4M
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-79- 6.46% |
$28.4K - $33K
|
1.14K
$482K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
157+ 4.64% |
$56.5K - $65.5K
|
3.54K
$1.49M
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
60+ 8.82% |
$21.6K - $25K
|
740
$312K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
657+ 71.26% |
$237K - $274K
|
1.58K
$666K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.76K+ 3.23% |
$992K - $1.15M
|
88K
$37.1M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 4.25% |
$48.1M - $55.8M
|
3.28M
$1.38B
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
1.84K
$776K
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-25- 1.36% |
$9K - $10.4K
|
1.82K
$766K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-178- 4.39% |
$64.1K - $74.3K
|
3.88K
$1.63M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-82- 0.6% |
$29.5K - $34.2K
|
13.6K
$5.74M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-12- 0.7% |
$4.32K - $5.01K
|
1.69K
$713K
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-358- 11.37% |
$129K - $149K
|
2.79K
$1.18M
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
47+ 1.68% |
$16.9K - $19.6K
|
2.85K
$1.2M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-10- 0.12% |
$3.6K - $4.17K
|
8.27K
$3.49M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
29New |
$10.4K - $12.1K
|
29
$12.2K
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-57- 5.14% |
$20.5K - $23.8K
|
1.05K
$444K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-572- 4.14% |
$206K - $239K
|
13.3K
$5.59M
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-856- 34.46% |
$308K - $357K
|
1.63K
$687K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-800- 21.9% |
$288K - $334K
|
2.85K
$1.2M
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-155- 4.04% |
$55.8K - $64.7K
|
3.69K
$1.55M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-50- 1.17% |
$18K - $20.9K
|
4.22K
$1.78M
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.23K- 11.59% |
$1.52M - $1.76M
|
32.3K
$13.6M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.2% |
$6.48K - $7.51K
|
1.48K
$623K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4- 0.43% |
$1.44K - $1.67K
|
933
$393K
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-40- 2.29% |
$14.4K - $16.7K
|
1.71K
$720K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
189New |
$68.1K - $78.9K
|
189
$79.7K
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.68K- 8.67% |
$603K - $699K
|
17.7K
$7.44M
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
95+ 14.46% |
$34.2K - $39.6K
|
752
$317K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-12.9K- 53.37% |
$4.64M - $5.38M
|
11.3K
$4.75M
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
702+ 1.02% |
$253K - $293K
|
69.5K
$29.3M
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
707+ 4.01% |
$255K - $295K
|
18.4K
$7.74M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.4K- 3.16% |
$7.7M - $8.93M
|
655K
$276M
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.7% |
$360 - $417
|
144
$60.7K
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-2- 0.02% |
$720 - $835
|
9.31K
$3.93M
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-405- 11.41% |
$146K - $169K
|
3.14K
$1.33M
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-61- 0.33% |
$22K - $25.5K
|
18.6K
$7.83M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.06% |
$360 - $417
|
1.7K
$718K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-545- 0.57% |
$196K - $227K
|
95.4K
$40.2M
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-727- 10.92% |
$262K - $303K
|
5.93K
$2.5M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5- 0.13% |
$1.8K - $2.09K
|
3.7K
$1.56M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-56- 6.51% |
$20.2K - $23.4K
|
804
$339K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 3.37% |
$2.16K - $2.5K
|
172
$72.5K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-8- 3.27% |
$2.88K - $3.34K
|
237
$99.9K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4- 0.66% |
$1.44K - $1.67K
|
601
$253K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
287+ 7.33% |
$103K - $120K
|
4.2K
$1.77M
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
1.07KNew |
$386K - $448K
|
1.07K
$452K
|