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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.88K- 41.71% |
$2.84M - $3.29M
|
11K
$4.64M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.73K- 8.66% |
$2.42M - $2.81M
|
71K
$29.9M
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
780+ 15.31% |
$281K - $325K
|
5.88K
$2.48M
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
438+ 3.68% |
$158K - $183K
|
12.3K
$5.2M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
232+ 2.46% |
$83.5K - $96.8K
|
9.67K
$4.08M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 6.54% |
$54K - $62.6K
|
2.14K
$903K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
314+ 0.6% |
$113K - $131K
|
52.7K
$22.2M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
512+ 18.38% |
$184K - $214K
|
3.3K
$1.39M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-4.78K- 9.16% |
$1.72M - $1.99M
|
47.4K
$20M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-9- 0.04% |
$3.24K - $3.76K
|
23K
$9.68M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
502+ 3.0% |
$181K - $209K
|
17.3K
$7.28M
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
909New |
$327K - $379K
|
909
$383K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-335- 19.09% |
$121K - $140K
|
1.42K
$599K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-116- 0.69% |
$41.8K - $48.4K
|
16.8K
$7.09M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.2K+ 12.24% |
$11.6M - $13.5M
|
296K
$125M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.75K- 0.69% |
$3.15M - $3.65M
|
1.26M
$530M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-443- 7.01% |
$160K - $185K
|
5.88K
$2.48M
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
10+ 0.03% |
$3.6K - $4.17K
|
39.2K
$16.5M
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
78+ 3.92% |
$28.1K - $32.5K
|
2.07K
$873K
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-14- 0.17% |
$5.04K - $5.84K
|
8.43K
$3.55M
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.91K+ 309.05% |
$689K - $798K
|
2.53K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.6K- 28.38% |
$5.99M - $6.94M
|
42K
$17.7M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3+ 0.02% |
$1.08K - $1.25K
|
17.7K
$7.46M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-574- 9.82% |
$207K - $240K
|
5.27K
$2.22M
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-59- 1.15% |
$21.2K - $24.6K
|
5.06K
$2.13M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10- 0.33% |
$3.6K - $4.17K
|
3K
$1.27M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.13KNew |
$3.29M - $3.81M
|
9.13K
$3.85M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-446- 7.99% |
$161K - $186K
|
5.14K
$2.17M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-830- 2.21% |
$299K - $346K
|
36.6K
$15.5M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-1.01K- 3.73% |
$363K - $421K
|
26K
$11M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.99K- 8.77% |
$2.16M - $2.5M
|
62.3K
$26.3M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-522- 4.7% |
$188K - $218K
|
10.6K
$4.47M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.36K- 1.91% |
$1.93M - $2.23M
|
275K
$116M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.17K- 37.4% |
$422K - $489K
|
1.96K
$827K
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-219- 1.06% |
$78.9K - $91.4K
|
20.5K
$8.62M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.43K- 1.03% |
$515K - $597K
|
138K
$58.2M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-426- 25.88% |
$153K - $178K
|
1.22K
$514K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-59- 7.69% |
$21.2K - $24.6K
|
708
$299K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.81% |
$3.96K - $4.59K
|
1.35K
$568K
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6.71K- 12.96% |
$2.42M - $2.8M
|
45.1K
$19M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10+ 0.64% |
$3.6K - $4.17K
|
1.58K
$667K
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.54KNew |
$1.99M - $2.31M
|
5.54K
$2.33M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-446- 4.92% |
$161K - $186K
|
8.63K
$3.64M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
106+ 9.07% |
$38.2K - $44.2K
|
1.28K
$538K
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
153+ 5.76% |
$55.1K - $63.8K
|
2.81K
$1.18M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.11% |
$720 - $835
|
1.86K
$782K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.96K+ 3.97% |
$1.43M - $1.65M
|
104K
$43.7M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$720 - $835
|
3.23K
$1.36M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-9.46K- 1.62% |
$3.41M - $3.95M
|
575K
$243M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-336- 2.64% |
$121K - $140K
|
12.4K
$5.23M
|