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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
150New |
$54K - $62.6K
|
150
$63.3K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-748- 5.75% |
$269K - $312K
|
12.3K
$5.17M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.1% |
$1.08K - $1.25K
|
3.03K
$1.28M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-145K- 28.03% |
$52.1M - $60.3M
|
371K
$157M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.26K- 21.98% |
$452K - $524K
|
4.46K
$1.88M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-375- 8.44% |
$135K - $156K
|
4.07K
$1.72M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-364- 10.6% |
$131K - $152K
|
3.07K
$1.29M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
134+ 188.73% |
$48.2K - $55.9K
|
205
$86.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.96K- 43.53% |
$706K - $818K
|
2.54K
$1.07M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.76M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-40- 0.23% |
$14.4K - $16.7K
|
17.7K
$7.48M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
550+ 80.88% |
$198K - $229K
|
1.23K
$519K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-192- 2.48% |
$69.1K - $80.1K
|
7.56K
$3.19M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.85K+ 324.12% |
$1.03M - $1.19M
|
3.73K
$1.57M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20.5K- 16.21% |
$7.39M - $8.56M
|
106K
$44.7M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.02K+ 39.59% |
$368K - $427K
|
3.61K
$1.52M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
735New |
$265K - $307K
|
735
$310K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-39- 0.46% |
$14K - $16.3K
|
8.52K
$3.59M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 1.07% |
$12.2K - $14.2K
|
3.14K
$1.32M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.12K+ 131.68% |
$403K - $466K
|
1.97K
$829K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 21.29% |
$4.14M - $4.8M
|
42.5K
$17.9M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.04K- 34.07% |
$1.81M - $2.1M
|
9.74K
$4.11M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-215- 16.48% |
$77.4K - $89.7K
|
1.09K
$460K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-39- 29.1% |
$14K - $16.3K
|
95
$40.1K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 1.04% |
$7.56K - $8.76K
|
1.99K
$840K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-5.14K- 21.61% |
$1.85M - $2.14M
|
18.6K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-627- 0.62% |
$226K - $262K
|
101K
$42.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.1K+ 74.46% |
$5.79M - $6.71M
|
37.7K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.68K+ 60.85% |
$1.69M - $1.95M
|
12.4K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-225- 5.96% |
$81K - $93.9K
|
3.55K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
502+ 31.08% |
$181K - $209K
|
2.12K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
467+ 1.39% |
$168K - $195K
|
34K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-25- 2.04% |
$9K - $10.4K
|
1.2K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 2.72% |
$7.92K - $9.18K
|
788
$332K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-30- 0.6% |
$10.8K - $12.5K
|
5.01K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.12K+ 21.04% |
$404K - $469K
|
6.46K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-116- 3.44% |
$41.8K - $48.4K
|
3.25K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.25% |
$27.4K - $31.7K
|
6.02K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.99K+ 16.13% |
$1.07M - $1.25M
|
21.5K
$9.06M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
673+ 14.87% |
$242K - $281K
|
5.2K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.17K+ 2.08% |
$420K - $487K
|
57.3K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4K+ 500.57% |
$4.09M - $4.74M
|
13.6K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.72K+ 1.34% |
$1.34M - $1.55M
|
282K
$119M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
3+ 0.07% |
$1.08K - $1.25K
|
4.37K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.86KNew |
$1.39M - $1.61M
|
3.86K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.4K- 5.29% |
$5.55M - $6.43M
|
276K
$116M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-295- 3.75% |
$106K - $123K
|
7.57K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-240- 6.34% |
$86.4K - $100K
|
3.54K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$720 - $835
|
7.08K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
9.37K+ 90.73% |
$3.37M - $3.91M
|
19.7K
$8.3M
|