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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
474New |
$175K - $199K
|
474
$187K
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-658- 0.68% |
$244K - $276K
|
95.9K
$37.9M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
542New |
$201K - $227K
|
542
$214K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-813- 1.67% |
$301K - $341K
|
47.9K
$18.9M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.08K+ 2.36% |
$1.14M - $1.29M
|
133K
$52.6M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.08KNew |
$400K - $453K
|
1.08K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-112- 0.73% |
$41.5K - $46.9K
|
15.2K
$6M
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-33- 1.19% |
$12.2K - $13.8K
|
2.74K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.95K- 20.61% |
$1.09M - $1.24M
|
11.4K
$4.48M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.73K+ 14.51% |
$3.23M - $3.66M
|
68.8K
$27.2M
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
24.1K+ 135.2% |
$8.91M - $10.1M
|
41.9K
$16.5M
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-269- 16.21% |
$99.6K - $113K
|
1.39K
$548K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-414- 2.22% |
$153K - $173K
|
18.3K
$7.21M
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
605+ 3.91% |
$224K - $253K
|
16.1K
$6.35M
|
|
Feb 13, 2025
Q4 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-42.3K- 32.28% |
$15.6M - $17.7M
|
88.7K
$35M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-107- 2.29% |
$39.6K - $44.8K
|
4.57K
$1.8M
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
780New |
$289K - $327K
|
780
$308K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-333- 24.13% |
$123K - $140K
|
1.05K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.77K+ 406.02% |
$1.02M - $1.16M
|
3.45K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-317- 4.63% |
$117K - $133K
|
6.54K
$2.58M
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
84+ 11.02% |
$31.1K - $35.2K
|
846
$334K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
325+ 2.17% |
$120K - $136K
|
15.3K
$6.05M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
441+ 1.85% |
$163K - $185K
|
24.3K
$9.59M
|
|
Feb 13, 2025
Q4 2024
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
11.3K+ 231.18% |
$4.19M - $4.75M
|
16.2K
$6.4M
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
265+ 9.58% |
$98.1K - $111K
|
3.03K
$1.2M
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
74+ 1.32% |
$27.4K - $31K
|
5.69K
$2.24M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-169- 2.07% |
$62.6K - $70.8K
|
7.99K
$3.15M
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-507- 2.45% |
$188K - $212K
|
20.2K
$7.96M
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-97- 2.09% |
$35.9K - $40.6K
|
4.54K
$1.79M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$183K
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
630New |
$233K - $264K
|
630
$249K
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
68+ 8.61% |
$25.2K - $28.5K
|
858
$339K
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.31KNew |
$3.45M - $3.9M
|
9.31K
$3.67M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
202+ 2.42% |
$74.8K - $84.6K
|
8.56K
$3.38M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29.5K+ 41.72% |
$10.9M - $12.3M
|
100K
$39.5M
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
7.68K+ 2723.4% |
$2.84M - $3.22M
|
7.96K
$3.14M
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.67K- 8.11% |
$990K - $1.12M
|
30.3K
$11.9M
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-121- 11.79% |
$44.8K - $50.7K
|
905
$357K
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-473- 6.04% |
$175K - $198K
|
7.36K
$2.9M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-443- 5.08% |
$164K - $186K
|
8.28K
$3.27M
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
75+ 4.33% |
$27.8K - $31.4K
|
1.81K
$713K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.8K+ 118.86% |
$6.58M - $7.45M
|
32.7K
$12.9M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
37K+ 218.99% |
$13.7M - $15.5M
|
53.9K
$21.3M
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-418- 43.68% |
$155K - $175K
|
539
$213K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$740 - $838
|
3.49K
$1.38M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1K+ 5.83% |
$777K - $879K
|
38.1K
$15M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.94K- 0.31% |
$1.46M - $1.65M
|
1.28M
$506M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
120+ 2.15% |
$44.4K - $50.3K
|
5.71K
$2.25M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
347+ 2.2% |
$128K - $145K
|
16.1K
$6.36M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.5K+ 168.27% |
$8.34M - $9.44M
|
35.9K
$14.2M
|