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 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
42+ 7.95% |
$15.1K - $17.5K
|
570
$240K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
41+ 2.67% |
$14.8K - $17.1K
|
1.57K
$664K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
41+ 2.22% |
$14.8K - $17.1K
|
1.89K
$796K
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
41+ 2.12% |
$14.8K - $17.1K
|
1.97K
$831K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
41+ 0.43% |
$14.8K - $17.1K
|
9.56K
$4.03M
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
40+ 1.2% |
$14.4K - $16.7K
|
3.39K
$1.43M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 3.32% |
$14.4K - $16.7K
|
1.24K
$525K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 0.25% |
$13.7K - $15.9K
|
15.5K
$6.55M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
37+ 3.42% |
$13.3K - $15.4K
|
1.12K
$471K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
35+ 2.38% |
$12.6K - $14.6K
|
1.51K
$636K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
33+ 2.89% |
$11.9K - $13.8K
|
1.17K
$495K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
32+ 4.08% |
$11.5K - $13.4K
|
816
$344K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 0.52% |
$11.5K - $13.4K
|
6.14K
$2.59M
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
31+ 0.23% |
$11.2K - $12.9K
|
13.4K
$5.65M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 0.78% |
$11.2K - $12.9K
|
4.02K
$1.69M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
30+ 0.44% |
$10.8K - $12.5K
|
6.81K
$2.87M
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
29New |
$10.4K - $12.1K
|
29
$12.2K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
29+ 1.61% |
$10.4K - $12.1K
|
1.83K
$772K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
28+ 0.02% |
$10.1K - $11.7K
|
150K
$63.1M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28+ 0.09% |
$10.1K - $11.7K
|
31.6K
$13.3M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
27New |
$9.72K - $11.3K
|
27
$11.4K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26New |
$9.36K - $10.8K
|
26
$11K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25+ 3.73% |
$9K - $10.4K
|
695
$293K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
22New |
$7.92K - $9.18K
|
22
$9.28K
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 1.94% |
$7.2K - $8.35K
|
1.05K
$443K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
19New |
$6.84K - $7.93K
|
19
$8.01K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19+ 0.56% |
$6.84K - $7.93K
|
3.41K
$1.44M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
19+ 1.66% |
$6.84K - $7.93K
|
1.16K
$491K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19+ 0.35% |
$6.84K - $7.93K
|
5.44K
$2.3M
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
16+ 0.49% |
$5.76K - $6.68K
|
3.26K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
15+ 1.59% |
$5.4K - $6.26K
|
961
$405K
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
15New |
$5.4K - $6.26K
|
15
$6.33K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15+ 1.31% |
$5.4K - $6.26K
|
1.16K
$489K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
14+ 1.11% |
$5.04K - $5.84K
|
1.27K
$537K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
14+ 0.27% |
$5.04K - $5.84K
|
5.16K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.11% |
$4.68K - $5.42K
|
12.3K
$5.19M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$4.68K - $5.42K
|
2.03K
$857K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.51% |
$4.68K - $5.42K
|
2.57K
$1.08M
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12+ 0.65% |
$4.32K - $5.01K
|
1.86K
$784K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11+ 0.7% |
$3.96K - $4.59K
|
1.57K
$663K
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
11+ 0.17% |
$3.96K - $4.59K
|
6.47K
$2.73M
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.24% |
$3.6K - $4.17K
|
4.17K
$1.76M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10+ 0.27% |
$3.6K - $4.17K
|
3.71K
$1.56M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.12% |
$3.6K - $4.17K
|
8.06K
$3.4M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
10+ 0.07% |
$3.6K - $4.17K
|
13.8K
$5.83M
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
10+ 0.03% |
$3.6K - $4.17K
|
39.2K
$16.5M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
10+ 0.64% |
$3.6K - $4.17K
|
1.58K
$667K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
10+ 0.16% |
$3.6K - $4.17K
|
6.39K
$2.69M
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 1.98% |
$3.6K - $4.17K
|
514
$217K
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
10+ 0.11% |
$3.6K - $4.17K
|
8.9K
$3.75M
|