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
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-932- 7.23% |
$345K - $390K
|
12K
$4.72M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
278New |
$103K - $116K
|
278
$110K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.19KNew |
$441K - $499K
|
1.19K
$470K
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
20.8KNew |
$7.69M - $8.7M
|
20.8K
$8.2M
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
360New |
$133K - $151K
|
360
$142K
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
529New |
$196K - $222K
|
529
$209K
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-12- 0.43% |
$4.44K - $5.03K
|
2.79K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.42K+ 2.89% |
$1.64M - $1.85M
|
157K
$62.1M
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
85+ 7.88% |
$31.5K - $35.6K
|
1.16K
$459K
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
86+ 10.6% |
$31.8K - $36K
|
897
$354K
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-197- 2.52% |
$72.9K - $82.5K
|
7.63K
$3.01M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.09% |
$740 - $838
|
2.26K
$892K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.33K- 3.3% |
$1.23M - $1.4M
|
97.7K
$38.6M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.6K- 15.84% |
$12.8M - $14.5M
|
184K
$72.6M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-201- 0.37% |
$74.4K - $84.2K
|
54K
$21.3M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.76K- 0.45% |
$2.13M - $2.41M
|
1.26M
$499M
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-104- 3.57% |
$38.5K - $43.6K
|
2.81K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
414+ 1.67% |
$153K - $173K
|
25.2K
$9.95M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-17.1K- 95.61% |
$6.33M - $7.16M
|
784
$309K
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-17- 1.08% |
$6.29K - $7.12K
|
1.56K
$616K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-555- 76.98% |
$205K - $233K
|
166
$65.5K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$183K
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
748New |
$277K - $313K
|
748
$295K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
746+ 8.59% |
$276K - $313K
|
9.43K
$3.72M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
349K+ 5.16% |
$129M - $146M
|
7.12M
$2.81B
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$444K - $503K
|
1.2K
$474K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.1K+ 7.47% |
$5.58M - $6.31M
|
217K
$85.5M
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.38K- 12.94% |
$1.99M - $2.25M
|
36.2K
$14.3M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
103+ 38.01% |
$38.1K - $43.2K
|
374
$148K
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15KNew |
$424K - $480K
|
1.15K
$452K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-251- 0.09% |
$92.9K - $105K
|
291K
$115M
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
303+ 5.93% |
$112K - $127K
|
5.41K
$2.14M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.29K+ 20.14% |
$476K - $538K
|
7.67K
$3.03M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
36+ 4.5% |
$13.3K - $15.1K
|
836
$330K
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.9KNew |
$1.07M - $1.21M
|
2.9K
$1.14M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-10- 0.75% |
$3.7K - $4.19K
|
1.33K
$526K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.69K+ 61.6% |
$627K - $710K
|
4.44K
$1.75M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-123- 13.36% |
$45.5K - $51.5K
|
798
$315K
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
174+ 2.27% |
$64.4K - $72.9K
|
7.85K
$3.1M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.17K+ 9.54% |
$803K - $909K
|
24.9K
$9.84M
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-8.59K- 71.95% |
$3.18M - $3.6M
|
3.35K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-220Closed |
$81.5K - $92.2K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.67KNew |
$616K - $698K
|
1.67K
$657K
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
330+ 94.29% |
$122K - $138K
|
680
$268K
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
27+ 0.22% |
$10K - $11.3K
|
12.2K
$4.8M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-177- 0.51% |
$65.5K - $74.2K
|
34.6K
$13.6M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
125+ 2.99% |
$46.3K - $52.4K
|
4.3K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
23.3K+ 17.91% |
$8.63M - $9.77M
|
154K
$60.6M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.75K- 4.71% |
$3.61M - $4.09M
|
197K
$77.9M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-8- 0.64% |
$2.96K - $3.35K
|
1.25K
$493K
|