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 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
114+ 7.62% |
$41K - $47.6K
|
1.61K
$679K
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-16- 0.05% |
$5.76K - $6.68K
|
31.1K
$13.1M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
108+ 0.82% |
$38.9K - $45.1K
|
13.3K
$5.59M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-242- 3.41% |
$87.1K - $101K
|
6.85K
$2.89M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
414+ 13.86% |
$149K - $173K
|
3.4K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-34- 0.56% |
$12.2K - $14.2K
|
6K
$2.53M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.01K- 2.01% |
$723K - $837K
|
97.7K
$41.2M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-33.9K- 52.81% |
$12.2M - $14.1M
|
30.2K
$12.8M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
163+ 1.31% |
$58.7K - $68K
|
12.6K
$5.33M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88New |
$31.7K - $36.7K
|
88
$37.1K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-188- 1.4% |
$67.7K - $78.4K
|
13.3K
$5.59M
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 1.31% |
$5.4K - $6.26K
|
1.16K
$489K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-68- 2.98% |
$24.5K - $28.4K
|
2.21K
$933K
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-405- 25.58% |
$146K - $169K
|
1.18K
$497K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.8K+ 61.36% |
$1.73M - $2M
|
12.6K
$5.32M
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-55- 1.57% |
$19.8K - $22.9K
|
3.44K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.19K+ 120.3% |
$429K - $497K
|
2.18K
$920K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-11- 0.05% |
$3.96K - $4.59K
|
22.5K
$9.48M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-276- 0.28% |
$99.4K - $115K
|
98.2K
$41.4M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.7KNew |
$2.05M - $2.38M
|
5.7K
$2.4M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.99K+ 5.1% |
$1.44M - $1.66M
|
82.2K
$34.7M
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$360 - $417
|
629
$265K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-557- 5.75% |
$201K - $232K
|
9.14K
$3.85M
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
120+ 8.5% |
$43.2K - $50.1K
|
1.53K
$646K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-12.5K- 78.43% |
$4.49M - $5.2M
|
3.43K
$1.45M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-158- 4.78% |
$56.9K - $65.9K
|
3.14K
$1.33M
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-946- 0.99% |
$341K - $395K
|
94.3K
$39.8M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1+ 0.17% |
$360 - $417
|
579
$244K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 5.72% |
$502K - $581K
|
23K
$9.69M
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-584- 43.32% |
$210K - $244K
|
764
$322K
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
150New |
$54K - $62.6K
|
150
$63.3K
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.3KNew |
$4.07M - $4.72M
|
11.3K
$4.77M
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-50- 9.4% |
$18K - $20.9K
|
482
$203K
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
10+ 0.11% |
$3.6K - $4.17K
|
8.9K
$3.75M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-156- 1.08% |
$56.2K - $65.1K
|
14.3K
$6.04M
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
640New |
$230K - $267K
|
640
$270K
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-3- 0.12% |
$1.08K - $1.25K
|
2.4K
$1.01M
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-307- 12.67% |
$111K - $128K
|
2.12K
$892K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.66KNew |
$1.32M - $1.53M
|
3.66K
$1.54M
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-45- 6.06% |
$16.2K - $18.8K
|
698
$294K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.96K- 75.89% |
$1.79M - $2.07M
|
1.58K
$665K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.51% |
$4.68K - $5.42K
|
2.57K
$1.08M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-866- 4.41% |
$312K - $361K
|
18.7K
$7.91M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-542- 1.57% |
$195K - $226K
|
33.9K
$14.3M
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
774+ 107.05% |
$279K - $323K
|
1.5K
$631K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.49% |
$5.76K - $6.68K
|
3.26K
$1.38M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-150- 20.13% |
$54K - $62.6K
|
595
$251K
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 10.24% |
$31.7K - $36.7K
|
947
$399K
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-25- 2.25% |
$9K - $10.4K
|
1.09K
$458K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.47K- 42.7% |
$1.25M - $1.45M
|
4.66K
$1.96M
|