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 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2.15K+ 639.88% |
$774K - $897K
|
2.49K
$1.05M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.57K- 15.06% |
$1.29M - $1.49M
|
20.1K
$8.49M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 0.25% |
$13.7K - $15.9K
|
15.5K
$6.55M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
172+ 1.51% |
$61.9K - $71.8K
|
11.6K
$4.88M
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.72K- 3.92% |
$3.14M - $3.64M
|
214K
$90.2M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-69- 8.26% |
$24.8K - $28.8K
|
766
$323K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-25- 0.28% |
$9K - $10.4K
|
8.87K
$3.74M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-187- 9.14% |
$67.3K - $78K
|
1.86K
$784K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
723New |
$260K - $302K
|
723
$305K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-28- 2.92% |
$10.1K - $11.7K
|
930
$392K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-290- 78.17% |
$104K - $121K
|
81
$34.2K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.88% |
$875K - $1.01M
|
127K
$53.5M
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-24- 1.89% |
$8.64K - $10K
|
1.25K
$525K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 17.74% |
$28.8K - $33.4K
|
371
$156K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
44+ 2.37% |
$15.8K - $18.4K
|
1.9K
$801K
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-3.31K- 7.15% |
$1.19M - $1.38M
|
43K
$18.1M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.7K- 1.35% |
$4.58M - $5.3M
|
931K
$393M
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-4- 0.58% |
$1.44K - $1.67K
|
690
$291K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-74- 4.38% |
$26.6K - $30.9K
|
1.62K
$681K
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
214+ 36.64% |
$77.1K - $89.3K
|
798
$337K
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-4.58K- 6.42% |
$1.65M - $1.91M
|
66.7K
$28.1M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
164+ 1.28% |
$59.1K - $68.4K
|
13K
$5.47M
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-105- 0.89% |
$37.8K - $43.8K
|
11.7K
$4.95M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-550- 1.06% |
$198K - $229K
|
51.3K
$21.7M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-681- 23.6% |
$245K - $284K
|
2.21K
$930K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.43K
$3.55M
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 20.0% |
$360 - $417
|
4
$1.69K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-234- 24.53% |
$84.3K - $97.6K
|
720
$304K
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.13K+ 2.22% |
$407K - $471K
|
52K
$21.9M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-69- 2.86% |
$24.8K - $28.8K
|
2.35K
$990K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
351+ 6.25% |
$126K - $146K
|
5.97K
$2.52M
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-22- 1.79% |
$7.92K - $9.18K
|
1.21K
$509K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.4K- 1.66% |
$504K - $585K
|
83.2K
$35.1M
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.13% |
$720 - $835
|
1.58K
$665K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 19.27% |
$909K - $1.05M
|
10.6K
$4.46M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
66+ 5.25% |
$23.8K - $27.5K
|
1.32K
$558K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
62+ 9.61% |
$22.3K - $25.9K
|
707
$298K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-371- 15.05% |
$134K - $155K
|
2.09K
$883K
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-201- 0.85% |
$72.4K - $83.9K
|
23.3K
$9.84M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-432- 1.48% |
$156K - $180K
|
28.7K
$12.1M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
134+ 5.58% |
$48.2K - $55.9K
|
2.54K
$1.07M
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-677- 1.55% |
$244K - $282K
|
43K
$18.1M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-532- 6.06% |
$192K - $222K
|
8.25K
$3.48M
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-14- 0.19% |
$5.04K - $5.84K
|
7.5K
$3.16M
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-24- 0.13% |
$8.64K - $10K
|
17.8K
$7.51M
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
125+ 3.95% |
$45K - $52.2K
|
3.29K
$1.39M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
15+ 1.59% |
$5.4K - $6.26K
|
961
$405K
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-88- 1.6% |
$31.7K - $36.7K
|
5.42K
$2.29M
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
86+ 6.52% |
$31K - $35.9K
|
1.41K
$592K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-50- 3.6% |
$18K - $20.9K
|
1.34K
$565K
|