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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
560New |
$177K - $206K
|
560
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
554New |
$175K - $204K
|
554
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
550New |
$174K - $202K
|
550
$217K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
550New |
$174K - $202K
|
550
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
511+ 23.41% |
$162K - $188K
|
2.69K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
498New |
$157K - $183K
|
498
$197K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
441+ 70.56% |
$139K - $162K
|
1.07K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
395New |
$125K - $145K
|
395
$156K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
382+ 29.84% |
$121K - $140K
|
1.66K
$656K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
362New |
$114K - $133K
|
362
$143K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
343+ 25.37% |
$108K - $126K
|
1.7K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
331+ 10.55% |
$105K - $122K
|
3.47K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
288+ 4.45% |
$91.1K - $106K
|
6.76K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
279+ 32.82% |
$88.2K - $102K
|
1.13K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
230+ 33.14% |
$72.7K - $84.5K
|
924
$365K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
225+ 13.8% |
$71.1K - $82.6K
|
1.86K
$732K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
200+ 24.24% |
$63.2K - $73.5K
|
1.03K
$404K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
190+ 42.22% |
$60.1K - $69.8K
|
640
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
181New |
$57.2K - $66.5K
|
181
$71.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$54.1K - $62.8K
|
171
$67.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
162+ 18.84% |
$51.2K - $59.5K
|
1.02K
$403K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$45.8K - $53.3K
|
145
$57.2K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
130New |
$41.1K - $47.8K
|
130
$51.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
130New |
$41.1K - $47.8K
|
130
$51.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
130+ 10.33% |
$41.1K - $47.8K
|
1.39K
$548K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
114New |
$36K - $41.9K
|
114
$45K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
103+ 13.17% |
$32.6K - $37.8K
|
885
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95+ 1.99% |
$30K - $34.9K
|
4.88K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
91+ 4.13% |
$28.8K - $33.4K
|
2.29K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
85+ 5.16% |
$26.9K - $31.2K
|
1.73K
$683K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
80+ 13.33% |
$25.3K - $29.4K
|
680
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
80+ 5.14% |
$25.3K - $29.4K
|
1.64K
$646K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70+ 7.61% |
$22.1K - $25.7K
|
990
$391K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
46+ 7.46% |
$14.5K - $16.9K
|
663
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
46New |
$14.5K - $16.9K
|
46
$18.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
44+ 7.01% |
$13.9K - $16.2K
|
672
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.17% |
$10.7K - $12.5K
|
2.93K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
31+ 1.3% |
$9.8K - $11.4K
|
2.42K
$953K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22New |
$6.96K - $8.08K
|
22
$8.68K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$6.64K - $7.71K
|
21
$8.29K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18+ 29.51% |
$5.69K - $6.61K
|
79
$31.2K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 2.11% |
$5.37K - $6.24K
|
821
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16+ 1.24% |
$5.06K - $5.88K
|
1.31K
$516K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$4.11K - $4.78K
|
13
$5.13K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.46% |
$2.53K - $2.94K
|
1.74K
$685K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7+ 0.64% |
$2.21K - $2.57K
|
1.11K
$437K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
3+ 0.23% |
$948 - $1.1K
|
1.33K
$524K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.1% |
$632 - $735
|
1.91K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.14% |
$316 - $367
|
714
$282K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
162KNew |
$47.6M - $54.8M
|
162K
$63.8M
|
|