Latest Institutional Purchases of Ishares Russell 1000 Gr ETF (IWF)
This list provides information on the latest institutional transactions involving Ishares Russell 1000 Gr ETF (IWF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
644+ 89.94% |
$214K - $246K
|
1.36K
$537K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
637New |
$211K - $244K
|
637
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631New |
$210K - $242K
|
631
$249K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
620+ 76.64% |
$206K - $237K
|
1.43K
$564K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
620New |
$206K - $237K
|
620
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
602New |
$200K - $230K
|
602
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
573New |
$190K - $219K
|
573
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
559New |
$186K - $214K
|
559
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
547New |
$182K - $209K
|
547
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
545New |
$181K - $209K
|
545
$215K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
545New |
$181K - $209K
|
545
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
544New |
$181K - $208K
|
544
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
542New |
$180K - $207K
|
542
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
539New |
$179K - $206K
|
539
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$211K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
438+ 25.23% |
$145K - $168K
|
2.17K
$858K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
421+ 6.21% |
$140K - $161K
|
7.2K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
420+ 61.14% |
$139K - $161K
|
1.11K
$437K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
417+ 213.85% |
$138K - $160K
|
612
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
393New |
$130K - $150K
|
393
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375+ 14.69% |
$125K - $144K
|
2.93K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
354+ 17.2% |
$118K - $135K
|
2.41K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
300+ 43.29% |
$99.6K - $115K
|
993
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
275+ 41.11% |
$91.3K - $105K
|
944
$373K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
250New |
$83K - $95.7K
|
250
$98.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
248New |
$82.3K - $94.9K
|
248
$97.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
230+ 11.07% |
$76.4K - $88K
|
2.31K
$911K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
221+ 14.64% |
$73.4K - $84.6K
|
1.73K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
186+ 8.63% |
$61.8K - $71.2K
|
2.34K
$924K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$71K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
163+ 0.25% |
$54.1K - $62.4K
|
65.7K
$25.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
143+ 18.72% |
$47.5K - $54.7K
|
907
$358K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$55.6K
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
139+ 7.29% |
$46.2K - $53.2K
|
2.05K
$807K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
137New |
$45.5K - $52.4K
|
137
$54.1K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
135+ 3.42% |
$44.8K - $51.7K
|
4.09K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
120+ 3.04% |
$39.8K - $45.9K
|
4.07K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
120+ 2.59% |
$39.8K - $45.9K
|
4.75K
$1.87M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$37.2K - $42.9K
|
112
$44.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
93+ 0.2% |
$30.9K - $35.6K
|
46.8K
$18.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
79+ 3.4% |
$26.2K - $30.2K
|
2.41K
$949K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
78+ 0.82% |
$25.9K - $29.9K
|
9.62K
$3.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 3.83% |
$24.2K - $27.9K
|
1.98K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
70+ 4.99% |
$23.2K - $26.8K
|
1.47K
$581K
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
67+ 0.13% |
$22.2K - $25.6K
|
53.6K
$21.2M
|