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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 3.03% |
$370 - $419
|
34
$14.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.3KNew |
$5.28M - $5.98M
|
14.3K
$6.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.12% |
$370 - $419
|
844
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-75- 0.26% |
$27.8K - $31.4K
|
28.3K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
256New |
$94.8K - $107K
|
256
$108K
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
751+ 61.11% |
$278K - $315K
|
1.98K
$835K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
505New |
$187K - $212K
|
505
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 41.0% |
$134K - $152K
|
521
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
523New |
$194K - $219K
|
523
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
935+ 17.23% |
$346K - $392K
|
6.36K
$2.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-688- 24.99% |
$255K - $288K
|
2.07K
$871K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.99K+ 2647.79% |
$1.11M - $1.25M
|
3.11K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-38- 49.35% |
$14.1K - $15.9K
|
39
$16.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.52KNew |
$933K - $1.06M
|
2.52K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.4KNew |
$2M - $2.26M
|
5.4K
$2.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 1.87% |
$7.4K - $8.38K
|
1.09K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 0.79% |
$21.1K - $23.9K
|
7.18K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.39KNew |
$1.62M - $1.84M
|
4.39K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
35+ 0.89% |
$13K - $14.7K
|
3.98K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
798New |
$295K - $334K
|
798
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
795New |
$294K - $333K
|
795
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
21New |
$7.78K - $8.8K
|
21
$8.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-63- 8.9% |
$23.3K - $26.4K
|
645
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
293New |
$108K - $123K
|
293
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
222+ 22.2% |
$82.2K - $93K
|
1.22K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.37KNew |
$509K - $576K
|
1.37K
$579K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.14K- 28.37% |
$2.27M - $2.57M
|
15.5K
$6.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-42- 93.33% |
$15.6K - $17.6K
|
3
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
519New |
$192K - $217K
|
519
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29.7KNew |
$11M - $12.5M
|
29.7K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-8- 0.71% |
$2.96K - $3.35K
|
1.12K
$473K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$370 - $419
|
1.47K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-24- 0.85% |
$8.89K - $10.1K
|
2.81K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 1.73% |
$33K - $37.3K
|
5.05K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
501New |
$185K - $210K
|
501
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.1K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-60- 8.97% |
$22.2K - $25.1K
|
609
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
3.12KNew |
$1.16M - $1.31M
|
3.12K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1- 0.06% |
$370 - $419
|
1.66K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.14KNew |
$421K - $476K
|
1.14K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.32KNew |
$489K - $553K
|
1.32K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.87KNew |
$692K - $783K
|
1.87K
$788K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
701New |
$260K - $294K
|
701
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-6- 0.84% |
$2.22K - $2.51K
|
708
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.11% |
$370 - $419
|
919
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.8% |
$1.85K - $2.09K
|
620
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-19- 3.41% |
$7.03K - $7.96K
|
538
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$288K
|