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 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
521New |
$193K - $218K
|
521
$206K
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.08K- 10.35% |
$399K - $452K
|
9.33K
$3.68M
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-540- 28.04% |
$200K - $226K
|
1.39K
$547K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-6- 0.71% |
$2.22K - $2.51K
|
842
$332K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-5- 0.32% |
$1.85K - $2.09K
|
1.58K
$623K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1+ 0.09% |
$370 - $419
|
1.14K
$449K
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$6.67M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-21- 0.28% |
$7.78K - $8.8K
|
7.4K
$2.92M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
36+ 4.7% |
$13.3K - $15.1K
|
802
$316K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4+ 0.13% |
$1.48K - $1.68K
|
3.09K
$1.22M
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
407+ 14.29% |
$151K - $171K
|
3.26K
$1.28M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.19KNew |
$1.18M - $1.34M
|
3.19K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-22- 6.11% |
$8.15K - $9.22K
|
338
$133K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 2.85% |
$449K - $508K
|
41.3K
$16.3M
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-611- 10.77% |
$226K - $256K
|
5.06K
$2M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33+ 2.92% |
$12.2K - $13.8K
|
1.16K
$459K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 7.79% |
$253K - $287K
|
8.09K
$3.19M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-7- 0.7% |
$2.59K - $2.93K
|
1K
$395K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.95K+ 9.45% |
$1.46M - $1.66M
|
45.8K
$18.1M
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.44% |
$2.22K - $2.51K
|
1.36K
$535K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.29% |
$42.6K - $48.2K
|
5.14K
$2.03M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.1K+ 48.86% |
$8.18M - $9.26M
|
67.3K
$26.6M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14+ 0.89% |
$5.18K - $5.87K
|
1.59K
$627K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
34+ 6.03% |
$12.6K - $14.2K
|
598
$236K
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.62K- 32.86% |
$1.34M - $1.52M
|
7.4K
$2.92M
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-600- 0.48% |
$222K - $251K
|
124K
$48.7M
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-248- 1.64% |
$91.8K - $104K
|
14.9K
$5.88M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3- 0.16% |
$1.11K - $1.26K
|
1.85K
$732K
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-89- 8.89% |
$33K - $37.3K
|
912
$360K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
487+ 1.82% |
$180K - $204K
|
27.3K
$10.8M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-482- 0.29% |
$178K - $202K
|
167K
$66M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.36% |
$5.55K - $6.28K
|
1.08K
$428K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.6% |
$71.1K - $80.4K
|
11.8K
$4.66M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
44.5K+ 3.32% |
$16.5M - $18.7M
|
1.39M
$547M
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-110- 2.57% |
$40.7K - $46.1K
|
4.18K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-44- 0.46% |
$16.3K - $18.4K
|
9.52K
$3.76M
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
300+ 43.67% |
$111K - $126K
|
987
$389K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-93- 2.48% |
$34.4K - $39K
|
3.66K
$1.45M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
604New |
$224K - $253K
|
604
$238K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 1.55% |
$5.55K - $6.28K
|
982
$387K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
635New |
$235K - $266K
|
635
$251K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-134- 15.58% |
$49.6K - $56.1K
|
726
$286K
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.91% |
$4.07K - $4.61K
|
1.22K
$482K
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.89KNew |
$2.55M - $2.89M
|
6.89K
$2.72M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-32- 4.53% |
$11.8K - $13.4K
|
675
$266K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
556New |
$206K - $233K
|
556
$219K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
572+ 100.53% |
$212K - $240K
|
1.14K
$450K
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-75- 4.85% |
$27.8K - $31.4K
|
1.47K
$580K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.5K- 42.4% |
$4.61M - $5.22M
|
16.9K
$6.68M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 5.47% |
$59.6K - $67.4K
|
2.79K
$1.1M
|