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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.09K
$431K
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
350+ 16.53% |
$130K - $147K
|
2.47K
$973K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
152New |
$56.3K - $63.7K
|
152
$60K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-30- 2.85% |
$11.1K - $12.6K
|
1.02K
$403K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.02% |
$370 - $419
|
4.79K
$1.89M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
325+ 41.3% |
$120K - $136K
|
1.11K
$439K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 0.01% |
$11.5K - $13K
|
259K
$102M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-32- 2.41% |
$11.8K - $13.4K
|
1.29K
$511K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-120K- 1.23% |
$44.4M - $50.3M
|
9.62M
$3.8B
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$370 - $419
|
1.81K
$715K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-57- 0.25% |
$21.1K - $23.9K
|
22.5K
$8.88M
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$1.85K - $2.09K
|
7.08K
$2.8M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.63% |
$25.2K - $28.5K
|
10.9K
$4.28M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.87K+ 0.63% |
$1.43M - $1.62M
|
620K
$245M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-382- 11.47% |
$141K - $160K
|
2.95K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
119K+ 3.94% |
$44.1M - $49.9M
|
3.15M
$1.24B
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 26.42% |
$5.87M - $6.64M
|
75.8K
$29.9M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-118- 0.32% |
$43.7K - $49.4K
|
37K
$14.6M
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-12- 1.02% |
$4.44K - $5.03K
|
1.16K
$458K
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
212+ 9.79% |
$78.5K - $88.8K
|
2.38K
$938K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.75KNew |
$1.76M - $1.99M
|
4.75K
$1.88M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-44- 3.07% |
$16.3K - $18.4K
|
1.39K
$548K
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
3+ 0.11% |
$1.11K - $1.26K
|
2.66K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-92- 1.19% |
$34.1K - $38.5K
|
7.65K
$3.02M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-79- 0.48% |
$29.2K - $33.1K
|
16.3K
$6.43M
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-348- 4.36% |
$129K - $146K
|
7.64K
$3.01M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-545- 0.93% |
$202K - $228K
|
58.1K
$22.9M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.52K- 2.34% |
$934K - $1.06M
|
105K
$41.5M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
418K+ 100.92% |
$155M - $175M
|
831K
$328M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-197- 17.06% |
$72.9K - $82.5K
|
958
$378K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
188+ 3.3% |
$69.6K - $78.8K
|
5.89K
$2.33M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-49.1K- 2.31% |
$18.2M - $20.6M
|
2.08M
$820M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.9K+ 256.38% |
$1.44M - $1.63M
|
5.42K
$2.14M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.93K+ 1.65% |
$713K - $806K
|
119K
$46.8M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-163- 7.73% |
$60.3K - $68.3K
|
1.95K
$768K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
213+ 3.98% |
$78.9K - $89.2K
|
5.57K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77+ 122.22% |
$28.5K - $32.3K
|
140
$55.2K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.36K+ 7.85% |
$875K - $990K
|
32.5K
$12.8M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
500New |
$185K - $209K
|
500
$197K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
2+ 0.14% |
$740 - $838
|
1.4K
$553K
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
13.4KNew |
$4.98M - $5.63M
|
13.4K
$5.31M
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
16.2KNew |
$5.99M - $6.78M
|
16.2K
$6.38M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
18.4KNew |
$6.82M - $7.71M
|
18.4K
$7.27M
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.69KNew |
$626K - $708K
|
1.69K
$667K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
385New |
$143K - $161K
|
385
$152K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 4.61% |
$3.7K - $4.19K
|
227
$89.6K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
965+ 748.06% |
$357K - $404K
|
1.09K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 1.94% |
$14.4K - $16.3K
|
2.05K
$808K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3- 0.23% |
$1.11K - $1.26K
|
1.3K
$512K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-826- 2.18% |
$306K - $346K
|
37K
$14.6M
|