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 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
162KNew |
$47.6M - $54.8M
|
162K
$68.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-159- 3.51% |
$46.8K - $53.9K
|
4.37K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-68- 7.22% |
$20K - $23.1K
|
874
$369K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.95KNew |
$574K - $660K
|
1.95K
$821K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-532- 28.83% |
$157K - $180K
|
1.31K
$554K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-6.7K- 76.14% |
$1.97M - $2.27M
|
2.1K
$886K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
PUT |
3.2KNew |
$942K - $1.08M
|
3.2K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 1.94% |
$33K - $38K
|
5.65K
$2.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
600New |
$177K - $203K
|
600
$253K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
610New |
$180K - $207K
|
610
$257K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-433- 18.44% |
$127K - $147K
|
1.92K
$808K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
$294 - $339
|
1.55K
$654K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 6.23% |
$23.6K - $27.1K
|
1.37K
$576K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-53- 14.48% |
$15.6K - $18K
|
313
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.35K- 67.77% |
$693K - $798K
|
1.12K
$472K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.2K- 38.2% |
$352K - $405K
|
1.94K
$816K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1K- 48.1% |
$294K - $339K
|
1.08K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
682New |
$201K - $231K
|
682
$288K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
420New |
$124K - $142K
|
420
$177K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-614- 53.67% |
$181K - $208K
|
530
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-292- 31.1% |
$86K - $99K
|
647
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.09KNew |
$1.2M - $1.39M
|
4.09K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 200.0% |
$33K - $38K
|
168
$70.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
630New |
$185K - $214K
|
630
$266K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
649New |
$191K - $220K
|
649
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.11% |
$294 - $339
|
891
$376K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.75KNew |
$2.28M - $2.63M
|
7.75K
$3.27M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-72- 3.55% |
$21.2K - $24.4K
|
1.96K
$825K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
402+ 5.47% |
$118K - $136K
|
7.76K
$3.27M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-29- 1.78% |
$8.54K - $9.83K
|
1.6K
$675K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
6.7KNew |
$1.97M - $2.27M
|
6.7K
$2.82M
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.14K+ 10.54% |
$549K - $650K
|
22.4K
$9.45M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1.21KNew |
$310K - $367K
|
1.21K
$508K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.19% |
$3.6K - $4.26K
|
7.29K
$3.07M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.46KNew |
$631K - $747K
|
2.46K
$1.04M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
322New |
$82.7K - $98K
|
322
$136K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
462New |
$119K - $141K
|
462
$195K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 3.03% |
$775K - $918K
|
96.6K
$40.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5KNew |
$385K - $456K
|
1.5K
$633K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-4.26K- 20.23% |
$1.1M - $1.3M
|
16.8K
$7.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.98KNew |
$507K - $601K
|
1.98K
$833K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-5.26K- 86.89% |
$1.35M - $1.6M
|
793
$334K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
825New |
$212K - $251K
|
825
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$721K - $854K
|
2.81K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
13.9KNew |
$3.57M - $4.23M
|
13.9K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
708New |
$182K - $215K
|
708
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-266- 87.79% |
$68.3K - $80.9K
|
37
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
137+ 76.97% |
$35.2K - $41.7K
|
315
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
679New |
$174K - $207K
|
679
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
2.29KNew |
$589K - $698K
|
2.29K
$967K
|
|