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 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.53K- 0.93% |
$2.05M - $2.31M
|
591K
$233M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32- 0.32% |
$11.8K - $13.4K
|
9.93K
$3.92M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-42- 93.33% |
$15.6K - $17.6K
|
3
$1.18K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.12% |
$1.85K - $2.09K
|
4.17K
$1.64M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
515+ 1.82% |
$191K - $216K
|
28.9K
$11.4M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-73- 0.64% |
$27K - $30.6K
|
11.4K
$4.48M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-158- 0.85% |
$58.5K - $66.2K
|
18.3K
$7.24M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 1.63% |
$62.6K - $70.8K
|
10.2K
$4.04M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 4.0% |
$8.89K - $10.1K
|
624
$246K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.88K- 42.9% |
$2.18M - $2.46M
|
7.82K
$3.09M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-208- 12.7% |
$77K - $87.1K
|
1.43K
$564K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-59- 1.16% |
$21.8K - $24.7K
|
5.02K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.5K- 99.91% |
$4.98M - $5.63M
|
12
$4.74K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.14% |
$370 - $419
|
740
$292K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
619+ 13.54% |
$229K - $259K
|
5.19K
$2.05M
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
BUY
|
- |
552+ 2.06% |
$204K - $231K
|
27.3K
$10.8M
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
519New |
$192K - $217K
|
519
$205K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
394+ 4.18% |
$146K - $165K
|
9.82K
$3.88M
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.2KNew |
$4.88M - $5.52M
|
13.2K
$5.2M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29.7KNew |
$11M - $12.5M
|
29.7K
$11.7M
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
305+ 0.3% |
$113K - $128K
|
102K
$40.2M
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-8- 0.71% |
$2.96K - $3.35K
|
1.12K
$442K
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
624+ 1.48% |
$231K - $261K
|
42.9K
$16.9M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.24K
$885K
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1+ 0.06% |
$370 - $419
|
1.8K
$709K
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
695+ 3.58% |
$257K - $291K
|
20.1K
$7.93M
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 2.43% |
$56.6K - $64.1K
|
6.45K
$2.54M
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 3.63% |
$26.7K - $30.2K
|
2.06K
$811K
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 7.25% |
$38.5K - $43.6K
|
1.54K
$607K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-215- 2.74% |
$79.6K - $90.1K
|
7.62K
$3.01M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.74K+ 7.63% |
$1.75M - $1.98M
|
66.8K
$26.4M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
790+ 64.28% |
$292K - $331K
|
2.02K
$797K
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1- 0.07% |
$370 - $419
|
1.47K
$581K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
692New |
$256K - $290K
|
692
$273K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-628- 3.48% |
$233K - $263K
|
17.4K
$6.87M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 0.41% |
$48.9K - $55.3K
|
32.4K
$12.8M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.47% |
$8.15K - $9.22K
|
4.7K
$1.85M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.23% |
$10K - $11.3K
|
11.6K
$4.56M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 0.56% |
$34.8K - $39.4K
|
16.6K
$6.53M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-7- 0.86% |
$2.59K - $2.93K
|
809
$319K
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-24- 0.85% |
$8.89K - $10.1K
|
2.81K
$1.11M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-100- 12.15% |
$37K - $41.9K
|
723
$285K
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-91- 0.22% |
$33.7K - $38.1K
|
41.6K
$16.4M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-535- 0.98% |
$198K - $224K
|
53.9K
$21.3M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-89- 1.73% |
$33K - $37.3K
|
5.05K
$1.99M
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
38+ 1.49% |
$14.1K - $15.9K
|
2.58K
$1.02M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-121- 15.67% |
$44.8K - $50.7K
|
651
$257K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
501New |
$185K - $210K
|
501
$198K
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.1K
$432K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 0.35% |
$3.7K - $4.19K
|
2.89K
$1.14M
|