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 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
715+ 21.18% |
$265K - $300K
|
4.09K
$1.61M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.9KNew |
$12.2M - $13.8M
|
32.9K
$13M
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
789New |
$292K - $331K
|
789
$311K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
87New |
$32.2K - $36.4K
|
87
$34.3K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.13K- 73.4% |
$1.53M - $1.73M
|
1.5K
$590K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03KNew |
$2.23M - $2.53M
|
6.03K
$2.38M
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-351- 2.48% |
$130K - $147K
|
13.8K
$5.45M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 2.49% |
$198K - $224K
|
21K
$8.28M
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-90- 2.01% |
$33.3K - $37.7K
|
4.38K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
186+ 18.31% |
$68.9K - $77.9K
|
1.2K
$474K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
185+ 0.43% |
$68.5K - $77.5K
|
43.7K
$17.2M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-15- 8.72% |
$5.55K - $6.28K
|
157
$62K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.84KNew |
$1.05M - $1.19M
|
2.84K
$1.12M
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-1- 0.11% |
$370 - $419
|
909
$359K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.63K+ 1.71% |
$604K - $684K
|
97K
$38.3M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
379+ 3.44% |
$140K - $159K
|
11.4K
$4.5M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.01% |
$2.59K - $2.93K
|
132K
$52.1M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.01K+ 4.82% |
$375K - $424K
|
22K
$8.69M
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-599- 3.26% |
$222K - $251K
|
17.8K
$7.01M
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$370 - $419
|
628
$248K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.73% |
$54.1K - $61.2K
|
5.19K
$2.05M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-722- 3.95% |
$267K - $302K
|
17.5K
$6.92M
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-152- 14.22% |
$56.3K - $63.7K
|
917
$362K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 8.98% |
$6.63M - $7.5M
|
181K
$71.6M
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
166+ 1.65% |
$61.5K - $69.5K
|
10.2K
$4.04M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-2- 0.17% |
$740 - $838
|
1.15K
$452K
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.7K+ 217.65% |
$630K - $713K
|
2.48K
$980K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
570+ 3.33% |
$211K - $239K
|
17.7K
$6.98M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-13- 1.12% |
$4.81K - $5.45K
|
1.14K
$451K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-264- 6.55% |
$97.7K - $111K
|
3.77K
$1.49M
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-42- 0.95% |
$15.6K - $17.6K
|
4.4K
$1.73M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-261- 5.48% |
$96.6K - $109K
|
4.5K
$1.78M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.04% |
$370 - $419
|
2.58K
$1.02M
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-855- 32.24% |
$317K - $358K
|
1.8K
$709K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
65+ 0.54% |
$24.1K - $27.2K
|
12.2K
$4.8M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.93K
|
13.3K
$5.24M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-248- 5.7% |
$91.8K - $104K
|
4.11K
$1.62M
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$370 - $419
|
4.81K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-177- 0.59% |
$65.5K - $74.2K
|
30.1K
$11.9M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-119- 1.92% |
$44.1K - $49.9K
|
6.08K
$2.4M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-67- 6.24% |
$24.8K - $28.1K
|
1.01K
$397K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-25- 1.39% |
$9.26K - $10.5K
|
1.77K
$698K
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
404+ 1.12% |
$150K - $169K
|
36.3K
$14.3M
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.47K- 5.29% |
$916K - $1.04M
|
44.3K
$17.5M
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-47- 0.24% |
$17.4K - $19.7K
|
19.3K
$7.63M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-372- 2.17% |
$138K - $156K
|
16.8K
$6.62M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
459+ 18.16% |
$170K - $192K
|
2.99K
$1.18M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-257- 2.61% |
$95.2K - $108K
|
9.58K
$3.78M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-274- 17.63% |
$101K - $115K
|
1.28K
$505K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 3.03% |
$370 - $419
|
34
$13.4K
|