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
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
28+ 0.21% |
$10.4K - $11.7K
|
13.4K
$5.28M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
501New |
$185K - $210K
|
501
$198K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.15KNew |
$1.17M - $1.32M
|
3.15K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-2- 0.04% |
$740 - $838
|
5.58K
$2.2M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
296+ 17.22% |
$110K - $124K
|
2.02K
$795K
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4+ 0.02% |
$1.48K - $1.68K
|
25.9K
$10.2M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
91+ 11.06% |
$33.7K - $38.1K
|
914
$361K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.69KNew |
$995K - $1.13M
|
2.69K
$1.06M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-502- 42.94% |
$186K - $210K
|
667
$263K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.19% |
$2.22K - $2.51K
|
3.15K
$1.24M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-955- 4.19% |
$354K - $400K
|
21.8K
$8.62M
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
21+ 1.88% |
$7.78K - $8.8K
|
1.14K
$448K
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$441K - $499K
|
1.19K
$470K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
420+ 3.68% |
$156K - $176K
|
11.8K
$4.67M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-6- 0.03% |
$2.22K - $2.51K
|
19.9K
$7.87M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.3KNew |
$5.28M - $5.98M
|
14.3K
$5.63M
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1+ 0.12% |
$370 - $419
|
844
$333K
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-75- 0.26% |
$27.8K - $31.4K
|
28.3K
$11.2M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
538+ 2.75% |
$199K - $225K
|
20.1K
$7.94M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.07% |
$740 - $838
|
2.73K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.07% |
$1.85K - $2.09K
|
7.33K
$2.89M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.98K+ 21.23% |
$1.48M - $1.67M
|
22.8K
$8.98M
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-244- 5.08% |
$90.3K - $102K
|
4.56K
$1.8M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 8.09% |
$50K - $56.6K
|
1.8K
$712K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 2.09% |
$51.5K - $58.2K
|
6.51K
$2.57M
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.05K+ 8.38% |
$2.24M - $2.53M
|
78.2K
$30.9M
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 3.66% |
$39.2K - $44.4K
|
3K
$1.18M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.2K+ 3.78% |
$813K - $920K
|
60.2K
$23.8M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-223- 1.26% |
$82.6K - $93.4K
|
17.4K
$6.87M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.8KNew |
$5.11M - $5.79M
|
13.8K
$5.45M
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2.61K- 14.08% |
$964K - $1.09M
|
15.9K
$6.27M
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1K- 2.25% |
$372K - $421K
|
43.6K
$17.2M
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
739+ 6.88% |
$274K - $310K
|
11.5K
$4.53M
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-592- 0.63% |
$219K - $248K
|
93.6K
$36.9M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.65K+ 0.62% |
$609K - $689K
|
269K
$106M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.54M
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-72- 0.8% |
$26.7K - $30.2K
|
8.9K
$3.51M
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
126+ 4.12% |
$46.7K - $52.8K
|
3.18K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.42% |
$9.26K - $10.5K
|
1.74K
$685K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.72K+ 7.22% |
$2.49M - $2.81M
|
99.8K
$39.4M
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-985- 11.13% |
$365K - $413K
|
7.86K
$3.1M
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.57KNew |
$1.32M - $1.49M
|
3.57K
$1.41M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
151+ 4.69% |
$55.9K - $63.3K
|
3.37K
$1.33M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
454+ 6.13% |
$168K - $190K
|
7.87K
$3.1M
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2+ 0.1% |
$740 - $838
|
2.01K
$795K
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4- 0.27% |
$1.48K - $1.68K
|
1.47K
$581K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
205+ 2.35% |
$75.9K - $85.9K
|
8.92K
$3.52M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.1% |
$1.11K - $1.26K
|
3.02K
$1.19M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.33K- 4.67% |
$1.97M - $2.23M
|
109K
$42.9M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
634New |
$235K - $266K
|
634
$250K
|