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 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
34New |
$10K - $11.5K
|
34
$13.4K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
33+ 1.7% |
$9.72K - $11.2K
|
1.98K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
33New |
$9.72K - $11.2K
|
33
$13K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
33+ 0.15% |
$9.72K - $11.2K
|
21.5K
$8.47M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
33+ 1.31% |
$9.72K - $11.2K
|
2.56K
$1.01M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$9.72K - $11.2K
|
33
$13K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
32+ 3.92% |
$9.42K - $10.8K
|
849
$335K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
31+ 1.76% |
$9.13K - $10.5K
|
1.8K
$707K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
31+ 44.93% |
$9.13K - $10.5K
|
100
$39.4K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
31+ 1.73% |
$9.13K - $10.5K
|
1.83K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
29+ 2.05% |
$8.54K - $9.83K
|
1.45K
$570K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
28+ 0.66% |
$8.24K - $9.49K
|
4.28K
$1.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
27+ 28.42% |
$7.95K - $9.15K
|
122
$48.1K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
27+ 3.47% |
$7.95K - $9.15K
|
804
$317K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
27+ 0.11% |
$7.95K - $9.15K
|
25K
$9.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
26+ 0.68% |
$7.66K - $8.81K
|
3.86K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
25+ 0.24% |
$7.36K - $8.48K
|
10.6K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
25+ 2.65% |
$7.36K - $8.48K
|
970
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
24+ 1.01% |
$7.07K - $8.14K
|
2.41K
$949K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.18% |
$6.77K - $7.8K
|
13.1K
$5.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
22+ 1.77% |
$6.48K - $7.46K
|
1.27K
$499K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
22+ 0.36% |
$6.48K - $7.46K
|
6.21K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
20+ 2.11% |
$5.89K - $6.78K
|
968
$382K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.13% |
$5.89K - $6.78K
|
14.8K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.42% |
$5.59K - $6.44K
|
4.56K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19+ 1.56% |
$5.59K - $6.44K
|
1.23K
$486K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
18+ 2.61% |
$5.3K - $6.1K
|
708
$279K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18+ 0.39% |
$5.3K - $6.1K
|
4.63K
$1.83M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 150.0% |
$5.3K - $6.1K
|
30
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.24% |
$5.01K - $5.76K
|
1.39K
$547K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16+ 0.34% |
$4.71K - $5.42K
|
4.74K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.1% |
$4.71K - $5.42K
|
15.9K
$6.26M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
16+ 0.02% |
$4.71K - $5.42K
|
77K
$30.4M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 0.13% |
$4.71K - $5.42K
|
12.3K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
16+ 26.23% |
$4.71K - $5.42K
|
77
$30.3K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
15+ 1.69% |
$4.42K - $5.09K
|
901
$355K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
13+ 11.21% |
$3.83K - $4.41K
|
129
$50.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
13+ 0.08% |
$3.83K - $4.41K
|
15.4K
$6.08M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 44.44% |
$3.53K - $4.07K
|
39
$15.4K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
11+ 0.96% |
$3.24K - $3.73K
|
1.15K
$454K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 43.48% |
$2.94K - $3.39K
|
33
$13K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.62% |
$2.94K - $3.39K
|
1.63K
$643K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$2.94K - $3.39K
|
11.6K
$4.56M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.28% |
$2.94K - $3.39K
|
3.61K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
10+ 0.25% |
$2.94K - $3.39K
|
3.97K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.32% |
$2.94K - $3.39K
|
3.13K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9+ 0.26% |
$2.65K - $3.05K
|
3.42K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.04% |
$2.65K - $3.05K
|
24.2K
$9.55M
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
9+ 0.72% |
$2.65K - $3.05K
|
1.25K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8+ 0.35% |
$2.36K - $2.71K
|
2.33K
$917K
|