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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-543- 5.17% |
$201K - $227K
|
9.95K
$3.93M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-650- 0.84% |
$241K - $272K
|
77.1K
$30.4M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-38- 3.06% |
$14.1K - $15.9K
|
1.2K
$475K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
399+ 15.5% |
$148K - $167K
|
2.97K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.23K- 4.9% |
$824K - $932K
|
43.2K
$17M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-164- 7.97% |
$60.7K - $68.7K
|
1.9K
$748K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 5.86% |
$33.3K - $37.7K
|
1.45K
$571K
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-31- 4.68% |
$11.5K - $13K
|
631
$249K
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
663+ 9.9% |
$245K - $278K
|
7.36K
$2.9M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.74% |
$567K - $642K
|
89.5K
$35.3M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.84K+ 5.22% |
$1.05M - $1.19M
|
57.3K
$22.6M
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
377+ 4.06% |
$140K - $158K
|
9.66K
$3.81M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13- 0.15% |
$4.81K - $5.45K
|
8.53K
$3.37M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-40- 1.03% |
$14.8K - $16.8K
|
3.83K
$1.51M
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-160- 0.65% |
$59.2K - $67K
|
24.6K
$9.71M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
202New |
$74.8K - $84.6K
|
202
$79.7K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 2.69% |
$11.1K - $12.6K
|
1.09K
$429K
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.89KNew |
$3.29M - $3.73M
|
8.89K
$3.51M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-42- 0.08% |
$15.6K - $17.6K
|
50.1K
$19.8M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.14% |
$7.03K - $7.96K
|
13.1K
$5.17M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-554- 6.84% |
$205K - $232K
|
7.55K
$2.98M
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-25- 0.5% |
$9.26K - $10.5K
|
4.95K
$1.95M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-330- 4.96% |
$122K - $138K
|
6.33K
$2.5M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
176+ 7.18% |
$65.2K - $73.7K
|
2.63K
$1.04M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 0.38% |
$7.03K - $7.96K
|
4.96K
$1.96M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 1.95% |
$5.55K - $6.28K
|
783
$309K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
292+ 20.96% |
$108K - $122K
|
1.69K
$665K
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16- 0.23% |
$5.92K - $6.7K
|
6.91K
$2.73M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.32K+ 9.87% |
$1.97M - $2.23M
|
59.2K
$23.3M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.85KNew |
$683K - $773K
|
1.85K
$728K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 1.21% |
$83.3K - $94.3K
|
18.4K
$7.27M
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
597New |
$221K - $250K
|
597
$236K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145+ 14500.0% |
$53.7K - $60.7K
|
146
$57.6K
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 16.89% |
$55.5K - $62.8K
|
738
$291K
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-77- 0.82% |
$28.5K - $32.3K
|
9.36K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
519New |
$192K - $217K
|
519
$205K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1.19K+ 1.39% |
$442K - $500K
|
86.7K
$34.2M
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.46% |
$7.4K - $8.38K
|
4.3K
$1.7M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.55K+ 19.76% |
$942K - $1.07M
|
15.4K
$6.09M
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$1.11K - $1.26K
|
2.23K
$878K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
1.91K+ 39.63% |
$706K - $798K
|
6.72K
$2.65M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
24+ 0.72% |
$8.89K - $10.1K
|
3.34K
$1.32M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-72- 0.96% |
$26.7K - $30.2K
|
7.46K
$2.94M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8- 0.13% |
$2.96K - $3.35K
|
6.03K
$2.38M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-684- 7.69% |
$253K - $287K
|
8.21K
$3.24M
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.5% |
$387K - $438K
|
70.7K
$27.9M
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.05KNew |
$389K - $440K
|
1.05K
$415K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
502New |
$186K - $210K
|
502
$198K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 9.07% |
$408K - $462K
|
13.3K
$5.23M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
750New |
$278K - $314K
|
750
$296K
|