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 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
30.5K+ 41.55% |
$11.3M - $12.8M
|
104K
$41M
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$71.8K - $81.3K
|
14.3K
$5.66M
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
460+ 3.97% |
$170K - $193K
|
12K
$4.75M
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
515New |
$191K - $216K
|
515
$203K
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.75% |
$1.48K - $1.68K
|
530
$209K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-276- 2.23% |
$102K - $116K
|
12.1K
$4.78M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 20.14% |
$21.1K - $23.9K
|
226
$89.2K
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-178- 2.4% |
$65.9K - $74.6K
|
7.24K
$2.86M
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
124+ 16.87% |
$45.9K - $51.9K
|
859
$339K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-314- 0.98% |
$116K - $132K
|
31.7K
$12.5M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-30- 2.8% |
$11.1K - $12.6K
|
1.04K
$412K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
26+ 2.82% |
$9.63K - $10.9K
|
949
$374K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-6- 0.66% |
$2.22K - $2.51K
|
905
$357K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
303+ 4.57% |
$112K - $127K
|
6.94K
$2.74M
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
600New |
$222K - $251K
|
600
$237K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.14K+ 139.44% |
$423K - $478K
|
1.96K
$774K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.49% |
$2.22K - $2.51K
|
1.23K
$484K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.55K+ 0.64% |
$944K - $1.07M
|
400K
$158M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$748K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.4K+ 1690.36% |
$519K - $588K
|
1.49K
$586K
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$578K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 8.15% |
$220K - $249K
|
7.89K
$3.11M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.21M
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$491K - $556K
|
1.33K
$524K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.11% |
$4.44K - $5.03K
|
10.8K
$4.27M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
189+ 0.1% |
$70K - $79.2K
|
191K
$75.5M
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.8K- 1.65% |
$666K - $754K
|
107K
$42.3M
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 0.44% |
$11.5K - $13K
|
7.08K
$2.79M
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-130- 16.62% |
$48.1K - $54.5K
|
652
$257K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.59M- 99.71% |
$1.33B - $1.51B
|
10.6K
$4.16M
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-751- 29.67% |
$278K - $315K
|
1.78K
$702K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.1K- 3.59% |
$1.15M - $1.3M
|
83.1K
$32.8M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.62KNew |
$3.56M - $4.03M
|
9.62K
$3.79M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$541K
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-721- 4.04% |
$267K - $302K
|
17.1K
$6.76M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
614+ 12.62% |
$227K - $257K
|
5.48K
$2.16M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
187+ 1.07% |
$69.2K - $78.3K
|
17.6K
$6.95M
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$365K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-127- 0.59% |
$47K - $53.2K
|
21.6K
$8.51M
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 21.56% |
$2.64M - $2.98M
|
40.2K
$15.9M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 1.55% |
$18.5K - $20.9K
|
3.18K
$1.25M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-208- 0.83% |
$77K - $87.1K
|
24.7K
$9.75M
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
28+ 1.45% |
$10.4K - $11.7K
|
1.96K
$775K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
810New |
$300K - $339K
|
810
$320K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 3.85% |
$5.18K - $5.87K
|
350
$138K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-24- 0.98% |
$8.89K - $10.1K
|
2.43K
$959K
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
2.14K+ 0.55% |
$793K - $897K
|
389K
$153M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-38- 1.83% |
$14.1K - $15.9K
|
2.04K
$804K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$3.19M
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.05K- 88.12% |
$2.24M - $2.54M
|
816
$322K
|