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 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-26- 3.78% |
$9.63K - $10.9K
|
661
$279K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$4.81K - $5.45K
|
5.88K
$2.48M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
905New |
$335K - $379K
|
905
$382K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 71.66% |
$542K - $613K
|
579
$244K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
646New |
$239K - $271K
|
646
$272K
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-111- 5.5% |
$41.1K - $46.5K
|
1.91K
$805K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
48+ 1.98% |
$17.8K - $20.1K
|
2.47K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 3.13% |
$74K - $83.8K
|
6.19K
$2.61M
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-24- 3.27% |
$8.89K - $10.1K
|
711
$300K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-60- 10.73% |
$22.2K - $25.1K
|
499
$210K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$4.17M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.02% |
$370 - $419
|
5.45K
$2.3M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
434+ 72.33% |
$161K - $182K
|
1.03K
$436K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
862New |
$319K - $361K
|
862
$364K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.17K- 89.05% |
$1.91M - $2.16M
|
635
$268K
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-350- 23.21% |
$130K - $147K
|
1.16K
$488K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
49New |
$18.1K - $20.5K
|
49
$20.7K
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-540- 28.04% |
$200K - $226K
|
1.39K
$584K
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$7.13M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.19KNew |
$1.18M - $1.34M
|
3.19K
$1.34M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$422K
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
604New |
$224K - $253K
|
604
$255K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
556New |
$206K - $233K
|
556
$234K
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.85% |
$27.8K - $31.4K
|
1.47K
$620K
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.03% |
$14.8K - $16.8K
|
3.83K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
202New |
$74.8K - $84.6K
|
202
$85.2K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.69% |
$11.1K - $12.6K
|
1.09K
$458K
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.85KNew |
$683K - $773K
|
1.85K
$778K
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
597New |
$221K - $250K
|
597
$252K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.05KNew |
$389K - $440K
|
1.05K
$443K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
502New |
$186K - $210K
|
502
$212K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.75% |
$1.48K - $1.68K
|
530
$224K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 20.14% |
$21.1K - $23.9K
|
226
$95.3K
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-30- 2.8% |
$11.1K - $12.6K
|
1.04K
$440K
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
600New |
$222K - $251K
|
600
$253K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$618K
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$560K
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-130- 16.62% |
$48.1K - $54.5K
|
652
$275K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$390K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-557- 40.81% |
$206K - $233K
|
808
$341K
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-616- 9.97% |
$228K - $258K
|
5.56K
$2.35M
|
|
Q3 2024 | |||||||
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
229+ 1.13% |
$76K - $87.7K
|
20.4K
$8.61M
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.19% |
$332 - $383
|
525
$221K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3- 0.44% |
$996 - $1.15K
|
674
$284K
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-37- 4.47% |
$12.3K - $14.2K
|
790
$333K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
250New |
$83K - $95.7K
|
250
$105K
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
139+ 7.29% |
$46.2K - $53.2K
|
2.05K
$863K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 3.83% |
$24.2K - $27.9K
|
1.98K
$834K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.9% |
$664 - $766
|
221
$93.2K
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.93KNew |
$641K - $739K
|
1.93K
$814K
|