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 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.51KNew |
$929K - $1.05M
|
2.51K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.37KNew |
$879K - $994K
|
2.37K
$1M
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-356- 1.53% |
$132K - $149K
|
22.9K
$9.66M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.04KNew |
$384K - $434K
|
1.04K
$437K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1- 0.02% |
$370 - $419
|
5.26K
$2.22M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-403- 2.58% |
$149K - $169K
|
15.2K
$6.42M
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
95+ 12.34% |
$35.2K - $39.8K
|
865
$365K
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-37- 8.47% |
$13.7K - $15.5K
|
400
$169K
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-141- 8.54% |
$52.2K - $59.1K
|
1.51K
$637K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$88.9K - $101K
|
240
$101K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
36+ 0.86% |
$13.3K - $15.1K
|
4.21K
$1.78M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 6.41% |
$14.4K - $16.3K
|
569
$240K
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-381- 22.49% |
$141K - $160K
|
1.31K
$554K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-905- 69.3% |
$335K - $379K
|
401
$169K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
219+ 9.33% |
$81.1K - $91.7K
|
2.57K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.96K- 3.11% |
$1.47M - $1.66M
|
123K
$52M
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-1.4K- 8.56% |
$518K - $587K
|
15K
$6.3M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-479- 56.09% |
$177K - $201K
|
375
$158K
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
351New |
$130K - $147K
|
351
$148K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-110- 14.8% |
$40.7K - $46.1K
|
633
$267K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
563New |
$208K - $236K
|
563
$237K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$10.5K
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-115- 13.64% |
$42.6K - $48.2K
|
728
$307K
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.69% |
$36.7K - $41.5K
|
14.5K
$6.11M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
932+ 1.47% |
$345K - $390K
|
64.5K
$27.2M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5- 0.15% |
$1.85K - $2.09K
|
3.29K
$1.39M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
450+ 15.18% |
$167K - $189K
|
3.42K
$1.44M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 7.23% |
$103K - $117K
|
3.58K
$1.51M
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-95- 0.16% |
$35.2K - $39.8K
|
59K
$24.9M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
67+ 6.27% |
$24.8K - $28.1K
|
1.14K
$479K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
886+ 66.67% |
$328K - $371K
|
2.22K
$934K
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.11KNew |
$411K - $465K
|
1.11K
$469K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5- 0.11% |
$1.85K - $2.09K
|
4.58K
$1.93M
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-13- 1.59% |
$4.81K - $5.45K
|
807
$340K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
510New |
$189K - $214K
|
510
$215K
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
979New |
$362K - $410K
|
979
$413K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$20K - $22.6K
|
54
$22.8K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.37% |
$1.48K - $1.68K
|
1.08K
$455K
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-48- 5.4% |
$17.8K - $20.1K
|
841
$355K
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.02KNew |
$1.12M - $1.26M
|
3.02K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
24+ 1.16% |
$8.89K - $10.1K
|
2.09K
$883K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
789New |
$292K - $331K
|
789
$333K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
87New |
$32.2K - $36.4K
|
87
$36.7K
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 2.01% |
$33.3K - $37.7K
|
4.38K
$1.85M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 8.72% |
$5.55K - $6.28K
|
157
$66.2K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$1.05M - $1.19M
|
2.84K
$1.2M
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1- 0.11% |
$370 - $419
|
909
$383K
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-152- 14.22% |
$56.3K - $63.7K
|
917
$387K
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 0.95% |
$15.6K - $17.6K
|
4.4K
$1.85M
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-855- 32.24% |
$317K - $358K
|
1.8K
$758K
|