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 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 3.96% |
$394K - $456K
|
26.5K
$9.55M
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6- 0.4% |
$2.16K - $2.5K
|
1.51K
$545K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2+ 0.3% |
$720 - $835
|
663
$239K
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
262+ 14.94% |
$94.3K - $109K
|
2.02K
$727K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.8K+ 34.55% |
$5.69M - $6.6M
|
61.6K
$22.2M
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
18.7K+ 55.96% |
$6.74M - $7.81M
|
52.2K
$18.8M
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-450- 2.66% |
$162K - $188K
|
16.5K
$5.94M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-877- 9.14% |
$316K - $366K
|
8.72K
$3.14M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-32- 3.62% |
$11.5K - $13.4K
|
853
$308K
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
571New |
$206K - $238K
|
571
$206K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
645
$233K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 12.49% |
$596K - $691K
|
14.9K
$5.38M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.51M+ 37046.68% |
$1.26B - $1.46B
|
3.52M
$1.27B
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.25K+ 0.58% |
$808K - $937K
|
391K
$141M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12- 0.74% |
$4.32K - $5.01K
|
1.61K
$582K
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
7+ 0.04% |
$2.52K - $2.92K
|
17.1K
$6.18M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-12- 1.21% |
$4.32K - $5.01K
|
981
$354K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.75K+ 15.28% |
$1.35M - $1.57M
|
28.3K
$10.2M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.73% |
$3.6K - $4.17K
|
1.36K
$491K
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-170- 8.65% |
$61.2K - $70.9K
|
1.8K
$648K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-549- 2.62% |
$198K - $229K
|
20.4K
$7.37M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-392- 7.15% |
$141K - $164K
|
5.09K
$1.83M
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1+ 0.05% |
$360 - $417
|
2.04K
$735K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
850+ 9.82% |
$306K - $355K
|
9.5K
$3.43M
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-20- 2.71% |
$7.2K - $8.35K
|
718
$259K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-560- 5.11% |
$202K - $234K
|
10.4K
$3.75M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2+ 0.4% |
$720 - $835
|
496
$179K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-333- 2.77% |
$120K - $139K
|
11.7K
$4.22M
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.2KNew |
$431K - $499K
|
1.2K
$432K
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-492- 9.67% |
$177K - $205K
|
4.59K
$1.66M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
981+ 53.43% |
$353K - $409K
|
2.82K
$1.02M
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 7.74% |
$54.7K - $63.4K
|
1.81K
$653K
|
|
Q4 2024 | |||||||
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
14.1KNew |
$5.21M - $5.89M
|
14.1K
$5.07M
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45KNew |
$537K - $607K
|
1.45K
$523K
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
1.45KNew |
$537K - $607K
|
1.45K
$523K
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
300New |
$111K - $126K
|
300
$108K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
275New |
$102K - $115K
|
275
$99.1K
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-903- 50.0% |
$334K - $378K
|
903
$326K
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.7KNew |
$630K - $713K
|
1.7K
$614K
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
67.1KNew |
$24.8M - $28.1M
|
67.1K
$24.2M
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
46.2KNew |
$17.1M - $19.4M
|
46.2K
$16.7M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.28KNew |
$845K - $956K
|
2.28K
$822K
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.1KNew |
$4.12M - $4.67M
|
11.1K
$4.02M
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
705New |
$261K - $295K
|
705
$254K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.73K- 87.71% |
$1.75M - $1.98M
|
663
$239K
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.35KNew |
$869K - $983K
|
2.35K
$846K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 2.78% |
$30.4K - $34.4K
|
2.87K
$1.03M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.06K+ 1.27% |
$1.87M - $2.12M
|
405K
$146M
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$1.83M - $2.07M
|
4.93K
$1.78M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.15K
$413K
|