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 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
800New |
$288K - $334K
|
800
$337K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
333+ 42.26% |
$120K - $139K
|
1.12K
$473K
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.09K- 2.63% |
$394K - $456K
|
40.5K
$17.1M
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 0.97% |
$8.28K - $9.6K
|
2.36K
$995K
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-253- 3.36% |
$91.1K - $106K
|
7.27K
$3.06M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.1K- 33.66% |
$4.01M - $4.64M
|
21.9K
$9.24M
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.21KNew |
$436K - $505K
|
1.21K
$511K
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
161+ 5.88% |
$58K - $67.2K
|
2.9K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-24- 3.64% |
$8.64K - $10K
|
635
$268K
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-82- 2.05% |
$29.5K - $34.2K
|
3.92K
$1.65M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-214- 6.69% |
$77.1K - $89.3K
|
2.99K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-3.32K- 2.52% |
$1.2M - $1.38M
|
128K
$54.1M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11.4K- 56.43% |
$4.1M - $4.75M
|
8.78K
$3.7M
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-34- 3.07% |
$12.2K - $14.2K
|
1.07K
$452K
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-20- 0.89% |
$7.2K - $8.35K
|
2.22K
$938K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-343- 8.22% |
$124K - $143K
|
3.83K
$1.62M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$360 - $417
|
4.91K
$2.07M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-605- 20.44% |
$218K - $252K
|
2.36K
$993K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-305- 0.94% |
$110K - $127K
|
32.1K
$13.5M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-12- 0.38% |
$4.32K - $5.01K
|
3.14K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
139+ 1.2% |
$50K - $58K
|
11.7K
$4.93M
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$720 - $835
|
2.04K
$858K
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
278+ 9.43% |
$100K - $116K
|
3.23K
$1.36M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-102- 1.27% |
$36.7K - $42.6K
|
7.91K
$3.33M
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
743+ 3.7% |
$268K - $310K
|
20.9K
$8.79M
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
80+ 6.52% |
$28.8K - $33.4K
|
1.31K
$551K
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.78K- 14.6% |
$1M - $1.16M
|
16.3K
$6.87M
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
844
$356K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-80- 0.27% |
$28.8K - $33.4K
|
29.3K
$12.4M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-268- 1.9% |
$96.5K - $112K
|
13.8K
$5.83M
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-20- 0.21% |
$7.2K - $8.35K
|
9.48K
$4M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-66- 6.01% |
$23.8K - $27.5K
|
1.03K
$435K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.09% |
$720 - $835
|
2.24K
$946K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 8.19% |
$4.66M - $5.4M
|
145K
$61.1M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.2K- 0.95% |
$432K - $501K
|
124K
$52.5M
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
637New |
$229K - $266K
|
637
$269K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-339- 3.11% |
$122K - $141K
|
10.5K
$4.45M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 3.93% |
$1.29M - $1.49M
|
94.5K
$39.8M
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.68% |
$9K - $10.4K
|
3.63K
$1.53M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-122- 1.19% |
$43.9K - $50.9K
|
10.1K
$4.27M
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-207- 1.22% |
$74.5K - $86.4K
|
16.8K
$7.07M
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-16- 24.24% |
$5.76K - $6.68K
|
50
$21.1K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$490K - $568K
|
1.36K
$574K
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
43+ 1.19% |
$15.5K - $17.9K
|
3.67K
$1.55M
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.12% |
$360 - $417
|
822
$347K
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-332- 3.34% |
$120K - $139K
|
9.62K
$4.06M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
785New |
$283K - $328K
|
785
$331K
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
192+ 18.86% |
$69.1K - $80.1K
|
1.21K
$510K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-46- 2.0% |
$16.6K - $19.2K
|
2.26K
$951K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
600+ 4.84% |
$216K - $250K
|
13K
$5.48M
|