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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
261+ 18.01% |
$96.6K - $109K
|
1.71K
$721K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
259+ 6.35% |
$95.9K - $109K
|
4.34K
$1.83M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
256New |
$94.8K - $107K
|
256
$108K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$88.9K - $101K
|
240
$101K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
227New |
$84K - $95.1K
|
227
$95.7K
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
222+ 22.2% |
$82.2K - $93K
|
1.22K
$515K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
219+ 9.33% |
$81.1K - $91.7K
|
2.57K
$1.08M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 5.88% |
$80.3K - $90.9K
|
3.91K
$1.65M
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
203New |
$75.2K - $85K
|
203
$85.6K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
202New |
$74.8K - $84.6K
|
202
$85.2K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 27.8% |
$74.4K - $84.2K
|
924
$390K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
200New |
$74K - $83.8K
|
200
$84.3K
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
188+ 3.3% |
$69.6K - $78.8K
|
5.89K
$2.49M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
184New |
$68.1K - $77.1K
|
184
$77.6K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
160+ 15.49% |
$59.2K - $67K
|
1.19K
$503K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$4.17M
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
139+ 62.9% |
$51.5K - $58.2K
|
360
$152K
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
125+ 15.34% |
$46.3K - $52.4K
|
940
$396K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
118New |
$43.7K - $49.4K
|
118
$49.8K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
117New |
$43.3K - $49K
|
117
$49.3K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
114New |
$42.2K - $47.8K
|
114
$48.1K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106+ 89.83% |
$39.2K - $44.4K
|
224
$94.5K
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
100New |
$37K - $41.9K
|
100
$42.2K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
99+ 1.9% |
$36.7K - $41.5K
|
5.3K
$2.23M
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.69% |
$36.7K - $41.5K
|
14.5K
$6.11M
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
95+ 12.34% |
$35.2K - $39.8K
|
865
$365K
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
87New |
$32.2K - $36.4K
|
87
$36.7K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
81+ 6.13% |
$30K - $33.9K
|
1.4K
$592K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77+ 122.22% |
$28.5K - $32.3K
|
140
$59K
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
74+ 1.32% |
$27.4K - $31K
|
5.69K
$2.4M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$288K
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
67+ 6.27% |
$24.8K - $28.1K
|
1.14K
$479K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56New |
$20.7K - $23.5K
|
56
$23.6K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$20K - $22.6K
|
54
$22.8K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53New |
$19.6K - $22.2K
|
53
$22.4K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
49New |
$18.1K - $20.5K
|
49
$20.7K
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
48+ 1.98% |
$17.8K - $20.1K
|
2.47K
$1.04M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
47New |
$17.4K - $19.7K
|
47
$19.8K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
43+ 1.14% |
$15.9K - $18K
|
3.8K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$196K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$196K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
36+ 0.86% |
$13.3K - $15.1K
|
4.21K
$1.78M
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
35+ 0.89% |
$13K - $14.7K
|
3.98K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
30New |
$11.1K - $12.6K
|
30
$12.7K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
30+ 3.42% |
$11.1K - $12.6K
|
908
$383K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
27New |
$10K - $11.3K
|
27
$11.4K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$10.5K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
25New |
$9.26K - $10.5K
|
25
$10.5K
|
|
Feb 18, 2025
Q4 2024
|
University Of Texas
|
BUY
|
- |
24New |
$8.89K - $10.1K
|
24
$10.1K
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
24+ 1.16% |
$8.89K - $10.1K
|
2.09K
$883K
|