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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-87- 2.26% |
$32.2K - $36.4K
|
3.77K
$1.59M
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
8.75KNew |
$3.24M - $3.67M
|
8.75K
$3.69M
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.29KNew |
$478K - $540K
|
1.29K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.24KNew |
$459K - $519K
|
1.24K
$523K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
139+ 62.9% |
$51.5K - $58.2K
|
360
$152K
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-33- 0.47% |
$12.2K - $13.8K
|
6.92K
$2.92M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.32KNew |
$487K - $551K
|
1.32K
$555K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
531New |
$197K - $222K
|
531
$224K
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-25- 4.99% |
$9.26K - $10.5K
|
476
$201K
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-19- 1.09% |
$7.03K - $7.96K
|
1.73K
$729K
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-70- 1.07% |
$25.9K - $29.3K
|
6.46K
$2.72M
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-736- 54.32% |
$272K - $308K
|
619
$261K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 5.88% |
$80.3K - $90.9K
|
3.91K
$1.65M
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
227New |
$84K - $95.1K
|
227
$95.7K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-50- 3.46% |
$18.5K - $20.9K
|
1.4K
$589K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
528New |
$195K - $221K
|
528
$223K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.1KNew |
$3.73M - $4.23M
|
10.1K
$4.25M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
21.3KNew |
$7.9M - $8.94M
|
21.3K
$9M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
442New |
$164K - $185K
|
442
$186K
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
1.13KNew |
$419K - $474K
|
1.13K
$477K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-178- 4.07% |
$65.9K - $74.6K
|
4.2K
$1.77M
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 2.15% |
$740 - $838
|
91
$38.4K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
30+ 3.42% |
$11.1K - $12.6K
|
908
$383K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
410New |
$152K - $172K
|
410
$173K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-91- 17.3% |
$33.7K - $38.1K
|
435
$183K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-141- 7.3% |
$52.2K - $59.1K
|
1.79K
$755K
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.87KNew |
$1.8M - $2.04M
|
4.87K
$2.05M
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-679- 6.68% |
$251K - $284K
|
9.48K
$4M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
19.3KNew |
$7.13M - $8.07M
|
19.3K
$8.13M
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-15- 2.51% |
$5.55K - $6.28K
|
583
$246K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3- 0.28% |
$1.11K - $1.26K
|
1.08K
$455K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-76- 1.31% |
$28.1K - $31.8K
|
5.73K
$2.42M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$4.12M - $4.66M
|
11.1K
$4.69M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
71.4KNew |
$26.4M - $29.9M
|
71.4K
$30.1M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106+ 89.83% |
$39.2K - $44.4K
|
224
$94.5K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
332New |
$123K - $139K
|
332
$140K
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-6.91K- 58.87% |
$2.56M - $2.9M
|
4.83K
$2.04M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$796K - $900K
|
2.15K
$906K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
114New |
$42.2K - $47.8K
|
114
$48.1K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 0.98% |
$740 - $838
|
202
$85.2K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-129- 4.29% |
$47.8K - $54K
|
2.88K
$1.21M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-68.9K- 99.95% |
$25.5M - $28.9M
|
33
$13.9K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4+ 0.26% |
$1.48K - $1.68K
|
1.54K
$651K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$5.92K - $6.7K
|
8.89K
$3.75M
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
736New |
$272K - $308K
|
736
$310K
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-146- 7.25% |
$54.1K - $61.2K
|
1.87K
$788K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-192- 4.12% |
$71.1K - $80.4K
|
4.47K
$1.88M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.38KNew |
$509K - $576K
|
1.38K
$580K
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-25- 1.13% |
$9.26K - $10.5K
|
2.18K
$920K
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.2% |
$2.59K - $2.93K
|
592
$250K
|