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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 2.29% |
$29.4K - $33.9K
|
4.47K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
100+ 7.5% |
$29.4K - $33.9K
|
1.43K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
98+ 10.91% |
$28.9K - $33.2K
|
996
$466K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98+ 33.79% |
$28.9K - $33.2K
|
388
$182K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
96+ 3.28% |
$28.3K - $32.5K
|
3.03K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
95+ 6.02% |
$28K - $32.2K
|
1.67K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
94+ 2.32% |
$27.7K - $31.9K
|
4.15K
$1.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
89+ 1.16% |
$26.2K - $30.2K
|
7.77K
$3.64M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
89+ 3.81% |
$26.2K - $30.2K
|
2.43K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
88+ 0.22% |
$25.9K - $29.8K
|
40.9K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
87+ 2.73% |
$25.6K - $29.5K
|
3.27K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
86+ 4.64% |
$25.3K - $29.2K
|
1.94K
$908K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
85+ 0.74% |
$25K - $28.8K
|
11.5K
$5.4M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
85+ 1.88% |
$25K - $28.8K
|
4.61K
$2.16M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
83+ 9.2% |
$24.4K - $28.1K
|
985
$461K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
83+ 3.72% |
$24.4K - $28.1K
|
2.32K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
83New |
$24.4K - $28.1K
|
83
$38.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
81+ 3.76% |
$23.8K - $27.5K
|
2.23K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
81+ 0.67% |
$23.8K - $27.5K
|
12.2K
$5.69M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
81+ 0.22% |
$23.8K - $27.5K
|
36.5K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 6.23% |
$23.6K - $27.1K
|
1.37K
$639K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
77+ 0.9% |
$22.7K - $26.1K
|
8.59K
$4.02M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
76+ 0.1% |
$22.4K - $25.8K
|
78.6K
$36.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75+ 0.43% |
$22.1K - $25.4K
|
17.4K
$8.16M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
75+ 0.16% |
$22.1K - $25.4K
|
46.1K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
75+ 1.07% |
$22.1K - $25.4K
|
7.12K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
74+ 5.69% |
$21.8K - $25.1K
|
1.38K
$643K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
72+ 1.17% |
$21.2K - $24.4K
|
6.25K
$2.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 0.65% |
$20.6K - $23.7K
|
10.8K
$5.04M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
69New |
$20.3K - $23.4K
|
69
$32.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 1.11% |
$20.3K - $23.4K
|
6.27K
$2.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
67+ 0.45% |
$19.7K - $22.7K
|
15.1K
$7.06M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
66+ 5.8% |
$19.4K - $22.4K
|
1.2K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
66New |
$19.4K - $22.4K
|
66
$30.9K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
65+ 3.66% |
$19.1K - $22K
|
1.84K
$861K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
63+ 3.82% |
$18.5K - $21.4K
|
1.71K
$802K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 0.04% |
$18.3K - $21K
|
152K
$71.2M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
61+ 3.31% |
$18K - $20.7K
|
1.9K
$891K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
60+ 1.29% |
$17.7K - $20.3K
|
4.72K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59New |
$17.4K - $20K
|
59
$27.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
58+ 7.74% |
$17.1K - $19.7K
|
807
$378K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
53+ 1.13% |
$15.6K - $18K
|
4.74K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
53+ 0.6% |
$15.6K - $18K
|
8.84K
$4.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
52+ 0.6% |
$15.3K - $17.6K
|
8.74K
$4.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
52+ 4.69% |
$15.3K - $17.6K
|
1.16K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
52+ 1.5% |
$15.3K - $17.6K
|
3.52K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
51+ 1.01% |
$15K - $17.3K
|
5.08K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
51+ 1.2% |
$15K - $17.3K
|
4.29K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
51+ 2.79% |
$15K - $17.3K
|
1.88K
$878K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.25% |
$15K - $17.3K
|
20.1K
$9.42M
|