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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245New |
$72.1K - $83.1K
|
245
$96.7K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
242+ 17.41% |
$71.3K - $82K
|
1.63K
$644K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
208+ 2.01% |
$61.2K - $70.5K
|
10.5K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
184+ 4.84% |
$54.2K - $62.4K
|
3.98K
$1.57M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
175+ 11.08% |
$51.5K - $59.3K
|
1.76K
$693K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
159+ 2.54% |
$46.8K - $53.9K
|
6.42K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
158+ 10.76% |
$46.5K - $53.6K
|
1.63K
$642K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
130New |
$38.3K - $44.1K
|
130
$51.3K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118+ 1.42% |
$34.7K - $40K
|
8.44K
$3.33M
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
115+ 13.04% |
$33.9K - $39K
|
997
$393K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
114New |
$33.6K - $38.6K
|
114
$45K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 200.0% |
$33K - $38K
|
168
$66.3K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83New |
$24.4K - $28.1K
|
83
$32.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 6.23% |
$23.6K - $27.1K
|
1.37K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
69New |
$20.3K - $23.4K
|
69
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
53+ 0.6% |
$15.6K - $18K
|
8.84K
$3.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50New |
$14.7K - $17K
|
50
$19.7K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
35+ 0.4% |
$10.3K - $11.9K
|
8.77K
$3.46M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$9.72K - $11.2K
|
33
$13K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
31+ 44.93% |
$9.13K - $10.5K
|
100
$39.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
13+ 11.21% |
$3.83K - $4.41K
|
129
$50.9K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 44.44% |
$3.53K - $4.07K
|
39
$15.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 43.48% |
$2.94K - $3.39K
|
33
$13K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4+ 1.01% |
$1.18K - $1.36K
|
402
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3+ 0.36% |
$883 - $1.02K
|
825
$326K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 8.33% |
$294 - $339
|
13
$5.13K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1+ 0.03% |
$294 - $339
|
3.29K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.1% |
$294 - $339
|
1.02K
$402K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.06% |
$294 - $339
|
1.55K
$612K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1+ 0.07% |
$294 - $339
|
1.52K
$599K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.11% |
$294 - $339
|
891
$352K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
49.8K+ 67.55% |
$12.8M - $15.2M
|
124K
$48.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
21K+ 4.48% |
$5.39M - $6.39M
|
490K
$193M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
19.2KNew |
$4.92M - $5.83M
|
19.2K
$7.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
13.9KNew |
$3.57M - $4.23M
|
13.9K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
11.7KNew |
$3.01M - $3.56M
|
11.7K
$4.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$2.91M - $3.44M
|
11.3K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
8.15KNew |
$2.09M - $2.48M
|
8.15K
$3.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.06KNew |
$1.56M - $1.84M
|
6.06K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.18K+ 68.26% |
$1.07M - $1.27M
|
10.3K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$721K - $854K
|
2.81K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.46K+ 7.92% |
$632K - $748K
|
33.5K
$13.2M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.46KNew |
$631K - $747K
|
2.46K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
2.29KNew |
$589K - $698K
|
2.29K
$905K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.98KNew |
$507K - $601K
|
1.98K
$779K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$498K - $590K
|
1.94K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.83KNew |
$470K - $557K
|
1.83K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.56KNew |
$400K - $473K
|
1.56K
$614K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$396K - $469K
|
1.54K
$609K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.5KNew |
$385K - $456K
|
1.5K
$592K
|
|