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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
29New |
$6.94K - $7.98K
|
29
$11.5K
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
28New |
$6.7K - $7.71K
|
28
$11.1K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.12% |
$2.15K - $2.48K
|
7.68K
$3.03M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2+ 0.12% |
$479 - $550
|
1.69K
$668K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$479 - $550
|
3.29K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.32% |
$239 - $275
|
314
$124K
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.2% |
$239 - $275
|
503
$199K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.28MNew |
$269M - $313M
|
1.28M
$507M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
21KNew |
$4.4M - $5.13M
|
21K
$8.29M
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
11.1KNew |
$2.33M - $2.71M
|
11.1K
$4.39M
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
10.8K+ 17.73% |
$2.28M - $2.65M
|
72K
$28.5M
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.6K+ 88.17% |
$2.22M - $2.59M
|
22.6K
$8.93M
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.49KNew |
$941K - $1.1M
|
4.49K
$1.77M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.36KNew |
$916K - $1.07M
|
4.36K
$1.72M
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.4KNew |
$503K - $586K
|
2.4K
$948K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
1.6KNew |
$336K - $391K
|
1.6K
$632K
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.35KNew |
$282K - $329K
|
1.35K
$532K
|
|
Apr 27, 2023
Q1 2023
|
Regis Management CO LLC
|
BUY
|
- |
1.1K+ 44.62% |
$230K - $268K
|
3.55K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.01KNew |
$211K - $246K
|
1.01K
$398K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
923New |
$194K - $226K
|
923
$365K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
923New |
$194K - $226K
|
923
$365K
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
916New |
$192K - $224K
|
916
$362K
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
885New |
$186K - $216K
|
885
$350K
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
860New |
$181K - $210K
|
860
$340K
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
826New |
$173K - $202K
|
826
$327K
|
|
May 02, 2023
Q1 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
821New |
$172K - $201K
|
821
$325K
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
724+ 2784.62% |
$152K - $177K
|
750
$296K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
673New |
$141K - $164K
|
673
$266K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$297K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
390+ 107.73% |
$81.9K - $95.3K
|
752
$297K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$42K - $48.9K
|
200
$79.1K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
157New |
$33K - $38.4K
|
157
$62.1K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
100+ 5.0% |
$21K - $24.4K
|
2.1K
$830K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
79+ 131.67% |
$16.6K - $19.3K
|
139
$54.9K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75New |
$15.7K - $18.3K
|
75
$29.6K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
71New |
$14.9K - $17.3K
|
71
$28.1K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
62New |
$13K - $15.1K
|
62
$24.5K
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$10.5K - $12.2K
|
50
$19.8K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
47New |
$9.87K - $11.5K
|
47
$18.6K
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.72% |
$210 - $244
|
59
$23.3K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.48% |
$210 - $244
|
209
$82.6K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
99.9KNew |
$20.7M - $23.3M
|
99.9K
$39.5M
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
40.9KNew |
$8.46M - $9.51M
|
40.9K
$16.1M
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.2M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
25.7KNew |
$5.32M - $5.99M
|
25.7K
$10.2M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
23.2KNew |
$4.8M - $5.4M
|
23.2K
$9.17M
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.7KNew |
$4.08M - $4.59M
|
19.7K
$7.8M
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
12KNew |
$2.49M - $2.8M
|
12K
$4.76M
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
11.1K+ 436.74% |
$2.29M - $2.58M
|
13.6K
$5.38M
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
8.21KNew |
$1.7M - $1.91M
|
8.21K
$3.24M
|