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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 1.55% |
$22.2K - $25.6K
|
4.39K
$1.73M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$20.3K - $23.3K
|
61
$24.1K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$637K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
54+ 1.31% |
$17.9K - $20.7K
|
4.17K
$1.64M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
54+ 10.53% |
$17.9K - $20.7K
|
567
$224K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
54+ 6.01% |
$17.9K - $20.7K
|
953
$376K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
53New |
$17.6K - $20.3K
|
53
$20.9K
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
50+ 6.54% |
$16.6K - $19.1K
|
815
$322K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 1.03% |
$14.9K - $17.2K
|
4.42K
$1.74M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
41+ 1.81% |
$13.6K - $15.7K
|
2.31K
$912K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 36.7% |
$13.3K - $15.3K
|
149
$58.8K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 6.91% |
$12.6K - $14.5K
|
588
$232K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
38+ 1.16% |
$12.6K - $14.5K
|
3.33K
$1.31M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 1.01% |
$12.3K - $14.2K
|
3.71K
$1.46M
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37+ 1.09% |
$12.3K - $14.2K
|
3.44K
$1.36M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
36+ 4.44% |
$12K - $13.8K
|
846
$334K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$12.6K
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
31+ 3.2% |
$10.3K - $11.9K
|
999
$394K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
31+ 5.02% |
$10.3K - $11.9K
|
648
$256K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 4.94% |
$9.96K - $11.5K
|
637
$251K
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
29+ 1.62% |
$9.63K - $11.1K
|
1.82K
$719K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$8.3K - $9.57K
|
869
$343K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
22+ 0.52% |
$7.3K - $8.42K
|
4.27K
$1.68M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
18+ 0.14% |
$5.98K - $6.89K
|
12.4K
$4.91M
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 10.71% |
$4.98K - $5.74K
|
155
$61.2K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13New |
$4.32K - $4.98K
|
13
$5.13K
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$3.32K - $3.83K
|
1.8K
$712K
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$2.99K - $3.44K
|
9
$3.55K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9+ 900.0% |
$2.99K - $3.44K
|
10
$3.95K
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.43% |
$2.66K - $3.06K
|
1.89K
$744K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.16% |
$2.32K - $2.68K
|
4.27K
$1.68M
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6+ 0.49% |
$1.99K - $2.3K
|
1.23K
$486K
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4New |
$1.33K - $1.53K
|
4
$1.58K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3+ 0.42% |
$996 - $1.15K
|
712
$281K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.15% |
$664 - $766
|
1.29K
$510K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.17% |
$664 - $766
|
1.16K
$457K
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.2% |
$664 - $766
|
1.03K
$404K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.12% |
$664 - $766
|
1.63K
$642K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.15% |
$664 - $766
|
1.3K
$515K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.1% |
$332 - $383
|
1.03K
$404K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.03% |
$332 - $383
|
2.96K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.16% |
$332 - $383
|
610
$241K
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.15% |
$332 - $383
|
661
$261K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.84% |
$332 - $383
|
120
$47.4K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$332 - $383
|
552
$218K
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1+ 0.03% |
$332 - $383
|
3.71K
$1.46M
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.15% |
$332 - $383
|
687
$271K
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.18% |
$332 - $383
|
565
$223K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
1+ 0.18% |
$332 - $383
|
572
$226K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
75.2KNew |
$23.8M - $27.6M
|
75.2K
$29.7M
|