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 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.54KNew |
$555K - $643K
|
1.54K
$649K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.07% |
$5.76K - $6.68K
|
24K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-171- 11.41% |
$61.6K - $71.4K
|
1.33K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$1.44K - $1.67K
|
2.56K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-234- 0.88% |
$84.3K - $97.6K
|
26.5K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
311New |
$112K - $130K
|
311
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-392- 3.68% |
$141K - $164K
|
10.3K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-240- 20.98% |
$86.4K - $100K
|
904
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
895New |
$322K - $373K
|
895
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.18K- 1.68% |
$2.22M - $2.58M
|
362K
$153M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.1K+ 6.29% |
$3.64M - $4.22M
|
171K
$72.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
105+ 0.55% |
$37.8K - $43.8K
|
19.2K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-411- 0.67% |
$148K - $171K
|
60.6K
$25.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4KNew |
$503K - $583K
|
1.4K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
22.5K+ 33.21% |
$8.1M - $9.39M
|
90.3K
$38.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
876New |
$315K - $366K
|
876
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
2.52K+ 255.58% |
$907K - $1.05M
|
3.51K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.11K+ 22.15% |
$758K - $879K
|
11.6K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 2.99% |
$410K - $475K
|
37K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-70- 7.07% |
$25.2K - $29.2K
|
920
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
8+ 0.11% |
$2.88K - $3.34K
|
7.3K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-381- 1.16% |
$137K - $159K
|
32.6K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-285- 7.99% |
$103K - $119K
|
3.28K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
110+ 1.83% |
$39.6K - $45.9K
|
6.13K
$2.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.06K- 3.07% |
$1.46M - $1.69M
|
128K
$54M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
17K+ 1855.51% |
$6.13M - $7.1M
|
17.9K
$7.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-168- 70.0% |
$60.5K - $70.1K
|
72
$30.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
71+ 5.51% |
$25.6K - $29.6K
|
1.36K
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.69K+ 3.99% |
$1.69M - $1.96M
|
122K
$51.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
185+ 4.35% |
$66.6K - $77.2K
|
4.44K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-302- 4.0% |
$109K - $126K
|
7.25K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
246New |
$88.6K - $103K
|
246
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-11- 0.04% |
$3.96K - $4.59K
|
25.3K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-14- 0.25% |
$5.04K - $5.84K
|
5.63K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31+ 0.23% |
$11.2K - $12.9K
|
13.4K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.45% |
$4.32K - $5.01K
|
2.64K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
7.67K+ 2.32% |
$2.76M - $3.2M
|
339K
$143M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-485- 23.03% |
$175K - $202K
|
1.62K
$684K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-401- 9.48% |
$144K - $167K
|
3.83K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-50- 0.23% |
$18K - $20.9K
|
22K
$9.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
150New |
$54K - $62.6K
|
150
$63.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 2.5% |
$50.4K - $58.4K
|
5.73K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.45K- 26.06% |
$1.6M - $1.86M
|
12.6K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-11- 33.33% |
$3.96K - $4.59K
|
22
$9.28K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.6K- 41.52% |
$4.52M - $5.24M
|
17.7K
$7.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-150- 2.44% |
$54K - $62.6K
|
6.01K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
47+ 3.23% |
$16.9K - $19.6K
|
1.5K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
2.02K
$850K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3- 0.15% |
$1.08K - $1.25K
|
1.97K
$829K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
326+ 0.96% |
$117K - $136K
|
34.2K
$14.4M
|