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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
CALL |
7.5KNew |
$1.55M - $1.75M
|
7.5K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.82K+ 116.48% |
$998K - $1.12M
|
8.96K
$3.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Stewart Asset Management, LLC
|
BUY
|
- |
4.32KNew |
$895K - $1.01M
|
4.32K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.02K+ 27.46% |
$626K - $704K
|
14K
$5.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.7K+ 70.56% |
$559K - $629K
|
6.53K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.62KNew |
$543K - $611K
|
2.62K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
2.39K+ 15.48% |
$496K - $558K
|
17.9K
$7.06M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$466K - $525K
|
2.25K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.07KNew |
$428K - $481K
|
2.07K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$423K - $476K
|
2.05K
$808K
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.04KNew |
$422K - $474K
|
2.04K
$805K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.93KNew |
$399K - $448K
|
1.93K
$761K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 14.8% |
$376K - $423K
|
14.1K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.62KNew |
$335K - $377K
|
1.62K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.55KNew |
$320K - $360K
|
1.55K
$612K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.42KNew |
$295K - $331K
|
1.42K
$563K
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.38KNew |
$285K - $320K
|
1.38K
$544K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.37K+ 11.03% |
$284K - $319K
|
13.8K
$5.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.23KNew |
$255K - $286K
|
1.23K
$486K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.23KNew |
$254K - $285K
|
1.23K
$484K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.01KNew |
$209K - $235K
|
1.01K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1KNew |
$207K - $233K
|
1K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
949New |
$196K - $221K
|
949
$375K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
919+ 50.83% |
$190K - $214K
|
2.73K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
611New |
$126K - $142K
|
611
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
600New |
$124K - $140K
|
600
$237K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
553New |
$114K - $129K
|
553
$219K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
351New |
$72.7K - $81.7K
|
351
$139K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$41.4K - $46.6K
|
200
$79.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
183New |
$37.9K - $42.6K
|
183
$72.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
BUY
|
- |
180+ 4.9% |
$37.3K - $41.9K
|
3.86K
$1.52M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
159New |
$32.9K - $37K
|
159
$62.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
110+ 2.32% |
$22.8K - $25.6K
|
4.85K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
106New |
$21.9K - $24.7K
|
106
$41.9K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
94New |
$19.5K - $21.9K
|
94
$37.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
77New |
$15.9K - $17.9K
|
77
$30.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
49New |
$10.1K - $11.4K
|
49
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
41New |
$8.49K - $9.55K
|
41
$16.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
36New |
$7.45K - $8.38K
|
36
$14.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
29New |
$6K - $6.75K
|
29
$11.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11New |
$2.28K - $2.56K
|
11
$4.35K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 50.0% |
$2.07K - $2.33K
|
30
$11.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9New |
$1.86K - $2.1K
|
9
$3.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
8New |
$1.66K - $1.86K
|
8
$3.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.45% |
$1.04K - $1.16K
|
1.12K
$443K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
60.1K+ 95.41% |
$12.6M - $15.5M
|
123K
$48.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.8K+ 54.14% |
$7.53M - $9.22M
|
102K
$40.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
32.4KNew |
$6.81M - $8.34M
|
32.4K
$12.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.4K+ 17.18% |
$2.4M - $2.93M
|
77.7K
$30.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
4.86KNew |
$1.02M - $1.25M
|
4.86K
$1.92M
|
|