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 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
411+ 20.55% |
$152K - $172K
|
2.41K
$951K
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.7K- 58.36% |
$2.85M - $3.23M
|
5.5K
$2.17M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21+ 0.83% |
$7.78K - $8.8K
|
2.56K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-27- 1.04% |
$10K - $11.3K
|
2.56K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.7K- 36.13% |
$631K - $714K
|
3.01K
$1.19M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-363- 0.47% |
$134K - $152K
|
77K
$30.4M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.45% |
$7.4K - $8.38K
|
4.44K
$1.75M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.11% |
$370 - $419
|
919
$363K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-33- 0.29% |
$12.2K - $13.8K
|
11.5K
$4.53M
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
1.5K+ 13.41% |
$556K - $629K
|
12.7K
$5.01M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-164- 4.13% |
$60.7K - $68.7K
|
3.8K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.06K- 0.8% |
$762K - $863K
|
257K
$101M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 3.61% |
$25.5K - $28.9K
|
1.98K
$781K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
31.6KNew |
$11.7M - $13.3M
|
31.6K
$12.5M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-27- 0.38% |
$10K - $11.3K
|
7.08K
$2.79M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
333+ 0.41% |
$123K - $140K
|
81.4K
$32.1M
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-55- 9.77% |
$20.4K - $23K
|
508
$200K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
238+ 4.85% |
$88.1K - $99.7K
|
5.14K
$2.03M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
1+ 0.42% |
$370 - $419
|
240
$94.7K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-19- 0.05% |
$7.03K - $7.96K
|
39.2K
$15.5M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-223- 7.01% |
$82.6K - $93.4K
|
2.96K
$1.17M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-263- 5.1% |
$97.4K - $110K
|
4.89K
$1.93M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
59+ 5.46% |
$21.8K - $24.7K
|
1.14K
$449K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5- 0.8% |
$1.85K - $2.09K
|
620
$245K
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-46- 0.88% |
$17K - $19.3K
|
5.19K
$2.05M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
33KNew |
$12.2M - $13.8M
|
33K
$13M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-564- 7.94% |
$209K - $236K
|
6.54K
$2.58M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.1K+ 127.28% |
$408K - $461K
|
1.97K
$776K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 1.72% |
$13K - $14.7K
|
2.07K
$815K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-19- 3.41% |
$7.03K - $7.96K
|
538
$212K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
170+ 42.5% |
$62.9K - $71.2K
|
570
$225K
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.5K- 5.99% |
$556K - $629K
|
23.6K
$9.3M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$269K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 2.43% |
$27.8K - $31.4K
|
3.16K
$1.25M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-934- 9.28% |
$346K - $391K
|
9.13K
$3.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.84K+ 0.36% |
$1.05M - $1.19M
|
798K
$315M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-81- 3.29% |
$30K - $33.9K
|
2.38K
$940K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$641K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-59.6K- 97.8% |
$22.1M - $25M
|
1.34K
$530K
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-292- 0.88% |
$108K - $122K
|
32.9K
$13M
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.19% |
$370 - $419
|
517
$204K
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
891+ 54.86% |
$330K - $373K
|
2.52K
$992K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5+ 0.05% |
$1.85K - $2.09K
|
11.1K
$4.38M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
823+ 10.51% |
$305K - $345K
|
8.65K
$3.41M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.35KNew |
$499K - $565K
|
1.35K
$532K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.08% |
$77K - $87.1K
|
19.1K
$7.53M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-795- 3.83% |
$294K - $333K
|
20K
$7.87M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.14K+ 4.67% |
$1.16M - $1.31M
|
70.3K
$27.7M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-240- 8.06% |
$88.9K - $101K
|
2.74K
$1.08M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 1.65% |
$701K - $793K
|
117K
$46M
|