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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
155+ 1.85% |
$45.6K - $52.5K
|
8.52K
$3.36M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
155+ 23.07% |
$45.6K - $52.5K
|
827
$326K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
154+ 11.01% |
$45.3K - $52.2K
|
1.55K
$612K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
153+ 1.32% |
$45K - $51.9K
|
11.8K
$4.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
152+ 3.13% |
$44.8K - $51.5K
|
5.01K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
150+ 12.5% |
$44.2K - $50.9K
|
1.35K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
149+ 13.35% |
$43.9K - $50.5K
|
1.27K
$499K
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
148+ 5.12% |
$43.6K - $50.2K
|
3.04K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
145+ 16.38% |
$42.7K - $49.2K
|
1.03K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
144+ 0.11% |
$42.4K - $48.8K
|
136K
$53.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
141+ 2.64% |
$41.5K - $47.8K
|
5.49K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
136+ 0.13% |
$40K - $46.1K
|
108K
$42.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
135+ 85.99% |
$39.7K - $45.8K
|
292
$115K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
135+ 0.48% |
$39.7K - $45.8K
|
28.2K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
135+ 2.82% |
$39.7K - $45.8K
|
4.92K
$1.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
133+ 6.86% |
$39.2K - $45.1K
|
2.07K
$817K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
132New |
$38.9K - $44.7K
|
132
$52K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
130+ 14.94% |
$38.3K - $44.1K
|
1K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
130+ 2.79% |
$38.3K - $44.1K
|
4.79K
$1.89M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
130New |
$38.3K - $44.1K
|
130
$51.2K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126+ 1.41% |
$37.1K - $42.7K
|
9.03K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
123+ 18.52% |
$36.2K - $41.7K
|
787
$310K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
122+ 13.83% |
$35.9K - $41.4K
|
1K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
119+ 6.34% |
$35K - $40.3K
|
2K
$787K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
118+ 1.42% |
$34.7K - $40K
|
8.44K
$3.33M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
116+ 5.54% |
$34.2K - $39.3K
|
2.21K
$870K
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
112+ 0.78% |
$33K - $38K
|
14.4K
$5.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
112+ 7.68% |
$33K - $38K
|
1.57K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
111+ 3.21% |
$32.7K - $37.6K
|
3.57K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
107+ 11.0% |
$31.5K - $36.3K
|
1.08K
$426K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
104+ 2.9% |
$30.6K - $35.3K
|
3.69K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
103+ 2.89% |
$30.3K - $34.9K
|
3.67K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
103+ 1.26% |
$30.3K - $34.9K
|
8.26K
$3.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
100+ 2.07% |
$29.4K - $33.9K
|
4.94K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 8.1% |
$29.4K - $33.9K
|
1.33K
$526K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
100+ 3.93% |
$29.4K - $33.9K
|
2.65K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 2.29% |
$29.4K - $33.9K
|
4.47K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
100+ 7.5% |
$29.4K - $33.9K
|
1.43K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
98+ 10.91% |
$28.9K - $33.2K
|
996
$393K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98+ 33.79% |
$28.9K - $33.2K
|
388
$153K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 3.28% |
$28.3K - $32.5K
|
3.03K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
95+ 6.02% |
$28K - $32.2K
|
1.67K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
94+ 2.32% |
$27.7K - $31.9K
|
4.15K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
89+ 1.16% |
$26.2K - $30.2K
|
7.77K
$3.06M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89+ 3.81% |
$26.2K - $30.2K
|
2.43K
$956K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
88+ 0.22% |
$25.9K - $29.8K
|
40.9K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
87+ 2.73% |
$25.6K - $29.5K
|
3.27K
$1.29M
|