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 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
677+ 25.19% |
$244K - $282K
|
3.37K
$1.42M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-346- 4.8% |
$125K - $144K
|
6.86K
$2.89M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
169+ 8.35% |
$60.9K - $70.5K
|
2.19K
$925K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.35K- 8.58% |
$1.21M - $1.4M
|
35.8K
$15.1M
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-2- 0.18% |
$720 - $835
|
1.13K
$478K
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-382- 0.82% |
$138K - $159K
|
46.3K
$19.5M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-64- 5.37% |
$23K - $26.7K
|
1.13K
$475K
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
3.53K+ 129.35% |
$1.27M - $1.47M
|
6.26K
$2.64M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-25.3K- 9.43% |
$9.13M - $10.6M
|
243K
$103M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-70- 4.46% |
$25.2K - $29.2K
|
1.5K
$632K
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-17- 0.95% |
$6.12K - $7.09K
|
1.77K
$744K
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.98K+ 566.76% |
$712K - $825K
|
2.33K
$981K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-355- 10.19% |
$128K - $148K
|
3.13K
$1.32M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
221+ 0.28% |
$79.6K - $92.2K
|
79.1K
$33.4M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
92New |
$33.1K - $38.4K
|
92
$38.8K
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-385- 12.2% |
$139K - $161K
|
2.77K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
19+ 1.66% |
$6.84K - $7.93K
|
1.16K
$491K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37K+ 114.43% |
$494K - $572K
|
2.57K
$1.08M
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-120- 6.84% |
$43.2K - $50.1K
|
1.64K
$689K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
324+ 3.23% |
$117K - $135K
|
10.4K
$4.37M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-353- 1.68% |
$127K - $147K
|
20.7K
$8.73M
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.63KNew |
$2.39M - $2.77M
|
6.63K
$2.8M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-49- 0.46% |
$17.6K - $20.4K
|
10.6K
$4.46M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-272- 7.05% |
$97.9K - $113K
|
3.59K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.72K+ 5.26% |
$619K - $718K
|
34.4K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154+ 1.27% |
$55.5K - $64.3K
|
12.3K
$5.19M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
107+ 1.76% |
$38.5K - $44.6K
|
6.19K
$2.61M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
6+ 0.71% |
$2.16K - $2.5K
|
846
$357K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.25K+ 24.94% |
$1.17M - $1.36M
|
16.3K
$6.86M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.85K- 12.53% |
$1.03M - $1.19M
|
19.9K
$8.39M
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.26K+ 101.77% |
$455K - $527K
|
2.5K
$1.06M
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-72- 10.62% |
$25.9K - $30K
|
606
$256K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
460+ 25.5% |
$166K - $192K
|
2.26K
$955K
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-80- 0.36% |
$28.8K - $33.4K
|
22.1K
$9.31M
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-12- 0.41% |
$4.32K - $5.01K
|
2.9K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-222K- 8.07% |
$80.1M - $92.8M
|
2.53M
$1.07B
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 25.24% |
$803K - $931K
|
6.61K
$2.79M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.06K+ 11.14% |
$1.46M - $1.69M
|
40.5K
$17.1M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 63.61% |
$563K - $652K
|
894
$377K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
466+ 21.31% |
$168K - $194K
|
2.65K
$1.12M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-469- 31.6% |
$169K - $196K
|
1.02K
$428K
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 0.77% |
$8.28K - $9.6K
|
2.96K
$1.25M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.55KNew |
$1.28M - $1.48M
|
3.55K
$1.5M
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 1.98% |
$3.6K - $4.17K
|
514
$217K
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-362- 20.21% |
$130K - $151K
|
1.43K
$603K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-909- 2.86% |
$327K - $379K
|
30.8K
$13M
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.35% |
$6.84K - $7.93K
|
5.44K
$2.3M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
55+ 5.39% |
$19.8K - $22.9K
|
1.08K
$454K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
306+ 4.7% |
$110K - $128K
|
6.82K
$2.88M
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 639.88% |
$774K - $897K
|
2.49K
$1.05M
|