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 |
---|---|---|---|---|---|---|---|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
46.2KNew |
$17.1M - $19.4M
|
46.2K
$17.1M
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
11.1KNew |
$4.12M - $4.67M
|
11.1K
$4.12M
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
705New |
$261K - $295K
|
705
$261K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.73K- 87.71% |
$1.75M - $1.98M
|
663
$245K
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.35KNew |
$869K - $983K
|
2.35K
$868K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 2.78% |
$30.4K - $34.4K
|
2.87K
$1.06M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.06K+ 1.27% |
$1.87M - $2.12M
|
405K
$150M
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.93KNew |
$1.83M - $2.07M
|
4.93K
$1.82M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.15K
$424K
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$738K - $835K
|
1.99K
$737K
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
507New |
$188K - $212K
|
507
$188K
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10New |
$3.7K - $4.19K
|
10
$3.7K
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.16KNew |
$1.17M - $1.32M
|
3.16K
$1.17M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
846New |
$313K - $354K
|
846
$313K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
990New |
$367K - $415K
|
990
$366K
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.23K- 27.34% |
$456K - $516K
|
3.28K
$1.21M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.66K- 4.11% |
$1.36M - $1.53M
|
85.5K
$31.6M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-70- 1.81% |
$25.9K - $29.3K
|
3.79K
$1.4M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
17New |
$6.29K - $7.12K
|
17
$6.29K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5New |
$1.85K - $2.09K
|
5
$1.85K
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-44- 0.22% |
$16.3K - $18.4K
|
20.3K
$7.51M
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.08K
$401K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.31K- 8.27% |
$1.97M - $2.22M
|
58.9K
$21.8M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.02K+ 10.3% |
$377K - $426K
|
10.9K
$4.03M
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
553New |
$205K - $232K
|
553
$205K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.96K+ 8.11% |
$725K - $820K
|
26.1K
$9.66M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-3.27M- 99.75% |
$1.21B - $1.37B
|
8.17K
$3.02M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53New |
$19.6K - $22.2K
|
53
$19.6K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.12K- 11.23% |
$1.9M - $2.14M
|
40.5K
$15M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$490K
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34- 0.18% |
$12.6K - $14.2K
|
18.9K
$6.99M
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.04K+ 20.53% |
$756K - $855K
|
12K
$4.43M
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$9.25K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.97K- 76.55% |
$1.47M - $1.66M
|
1.22K
$450K
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
560New |
$207K - $235K
|
560
$207K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
696New |
$258K - $292K
|
696
$257K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-74- 5.16% |
$27.4K - $31K
|
1.36K
$503K
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.47KNew |
$916K - $1.04M
|
2.47K
$915K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-472- 2.5% |
$175K - $198K
|
18.4K
$6.8M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-160- 0.55% |
$59.2K - $67K
|
28.9K
$10.7M
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
152+ 2.56% |
$56.3K - $63.7K
|
6.1K
$2.25M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-75- 7.02% |
$27.8K - $31.4K
|
993
$367K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11.9KNew |
$4.41M - $4.99M
|
11.9K
$4.4M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.97K+ 43.39% |
$1.1M - $1.25M
|
9.83K
$3.64M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56New |
$20.7K - $23.5K
|
56
$20.7K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-990- 24.79% |
$367K - $415K
|
3K
$1.11M
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-862- 3.53% |
$319K - $361K
|
23.5K
$8.7M
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$370 - $419
|
3.05K
$1.13M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
259+ 6.35% |
$95.9K - $109K
|
4.34K
$1.6M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-310- 12.0% |
$115K - $130K
|
2.27K
$841K
|