Purchases and Sales Made in Q1 2024 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 GR ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 486.86% |
$321M - $369M
|
1.31M
$517M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
379K+ 8.24% |
$111M - $128M
|
4.98M
$1.96B
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
270K+ 10.88% |
$79.5M - $91.5M
|
2.75M
$1.08B
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
243K+ 19.53% |
$71.4M - $82.2M
|
1.48M
$585M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
217KNew |
$63.8M - $73.4M
|
217K
$85.4M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
216KNew |
$63.6M - $73.2M
|
216K
$85.1M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
199KNew |
$58.6M - $67.5M
|
199K
$78.5M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167K+ 3.97% |
$49.1M - $56.5M
|
4.37M
$1.72B
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
164K+ 2726.38% |
$48.3M - $55.6M
|
170K
$67M
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
162KNew |
$47.6M - $54.8M
|
162K
$63.8M
|
|
May 09, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
161K+ 12399.61% |
$47.4M - $54.6M
|
162K
$63.9M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
159KNew |
$46.7M - $53.8M
|
159K
$62.5M
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
115K+ 170.57% |
$33.8M - $38.9M
|
182K
$71.8M
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
105KNew |
$31M - $35.7M
|
105K
$41.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
101K+ 1.66% |
$29.8M - $34.3M
|
6.2M
$2.44B
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
86.4K+ 70.09% |
$25.4M - $29.3M
|
210K
$82.7M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
85.8KNew |
$25.2M - $29.1M
|
85.8K
$33.8M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
84KNew |
$24.7M - $28.5M
|
84K
$33.1M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.1KNew |
$24.5M - $28.2M
|
83.1K
$32.8M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
74K+ 115.48% |
$21.8M - $25.1M
|
138K
$54.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.7K+ 10.37% |
$20.5M - $23.6M
|
742K
$293M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66.9K+ 0.86% |
$19.7M - $22.7M
|
7.85M
$3.09B
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
66.8K+ 80.15% |
$19.7M - $22.7M
|
150K
$59.2M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66.6K+ 10.04% |
$19.6M - $22.6M
|
730K
$288M
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
66K+ 18.27% |
$19.4M - $22.4M
|
427K
$168M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.1K+ 4.55% |
$19.2M - $22.1M
|
1.5M
$590M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.1K+ 1.96% |
$18M - $20.7M
|
3.18M
$1.25B
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
58.8K+ 27.41% |
$17.3M - $19.9M
|
273K
$108M
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
BUY
|
- |
57.2K+ 19.3% |
$16.8M - $19.4M
|
354K
$139M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49.7KNew |
$14.6M - $16.9M
|
49.7K
$19.6M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.7K+ 3.85% |
$13.2M - $15.2M
|
1.21M
$475M
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
43.3KNew |
$12.7M - $14.7M
|
43.3K
$17.1M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
38.5K+ 1713.29% |
$11.3M - $13.1M
|
40.8K
$16.1M
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
36.6K+ 142.28% |
$10.8M - $12.4M
|
62.3K
$24.5M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
36.2K+ 62.71% |
$10.7M - $12.3M
|
93.9K
$37M
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.1K+ 346.45% |
$10.6M - $12.2M
|
46.5K
$18.3M
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
35.6KNew |
$10.5M - $12.1M
|
35.6K
$14M
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35K+ 249.88% |
$10.3M - $11.9M
|
49K
$19.3M
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
34.3K+ 188.21% |
$10.1M - $11.6M
|
52.5K
$20.7M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
33K+ 5.52% |
$9.72M - $11.2M
|
631K
$249M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
31.9KNew |
$9.4M - $10.8M
|
31.9K
$12.6M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.5K+ 16.16% |
$9.26M - $10.7M
|
226K
$89.2M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29K+ 143.44% |
$8.53M - $9.82M
|
49.2K
$19.4M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
28.3K+ 12.11% |
$8.33M - $9.59M
|
262K
$103M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
27.9K+ 585.66% |
$8.21M - $9.46M
|
32.7K
$12.9M
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
27.2K+ 29.74% |
$8M - $9.21M
|
119K
$46.7M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
26.5K+ 16.91% |
$7.8M - $8.98M
|
183K
$72.2M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26.3K+ 72.82% |
$7.76M - $8.93M
|
62.5K
$24.6M
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
23.8KNew |
$7.02M - $8.08M
|
23.8K
$9.39M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.9K+ 12.88% |
$6.75M - $7.77M
|
201K
$79.2M
|