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 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
752New |
$221K - $255K
|
752
$296K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
703New |
$207K - $238K
|
703
$277K
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
694New |
$204K - $235K
|
694
$274K
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
682New |
$201K - $231K
|
682
$269K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
673+ 1641.46% |
$198K - $228K
|
714
$281K
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
668New |
$197K - $226K
|
668
$263K
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
657New |
$193K - $223K
|
657
$259K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
649New |
$191K - $220K
|
649
$256K
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
646New |
$190K - $219K
|
646
$255K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
643New |
$189K - $218K
|
643
$253K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
641New |
$189K - $217K
|
641
$253K
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
630New |
$185K - $214K
|
630
$248K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
625New |
$184K - $212K
|
625
$246K
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
618New |
$182K - $210K
|
618
$244K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
616New |
$181K - $209K
|
616
$243K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
613New |
$180K - $208K
|
613
$242K
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
612New |
$180K - $207K
|
612
$241K
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
610New |
$180K - $207K
|
610
$240K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
610New |
$180K - $207K
|
610
$240K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
603New |
$178K - $204K
|
603
$238K
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
600New |
$177K - $203K
|
600
$236K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
501+ 51.86% |
$148K - $170K
|
1.47K
$578K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
420New |
$124K - $142K
|
420
$166K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
402+ 5.47% |
$118K - $136K
|
7.76K
$3.06M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
389New |
$115K - $132K
|
389
$153K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
357+ 8.45% |
$105K - $121K
|
4.58K
$1.81M
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
330+ 13.95% |
$97.2K - $112K
|
2.7K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
300New |
$88.3K - $102K
|
300
$118K
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
300+ 13.7% |
$88.3K - $102K
|
2.49K
$981K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
277New |
$81.6K - $93.9K
|
277
$109K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245New |
$72.1K - $83.1K
|
245
$96.6K
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
242+ 17.41% |
$71.3K - $82K
|
1.63K
$643K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
208+ 2.01% |
$61.2K - $70.5K
|
10.5K
$4.15M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
208+ 670.97% |
$61.2K - $70.5K
|
239
$94.2K
|
|
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
$692K
|
|
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
$641K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
130New |
$38.3K - $44.1K
|
130
$51.2K
|
|
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
$44.9K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
112+ 200.0% |
$33K - $38K
|
168
$66.2K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
100+ 7.5% |
$29.4K - $33.9K
|
1.43K
$565K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83New |
$24.4K - $28.1K
|
83
$32.7K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 6.23% |
$23.6K - $27.1K
|
1.37K
$538K
|
|
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
$3.48M
|
|
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
|