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 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 0.92% |
$2.36K - $2.71K
|
863
$343K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9- 0.35% |
$2.65K - $3.05K
|
2.55K
$1.02M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9- 0.96% |
$2.65K - $3.05K
|
929
$370K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10- 0.94% |
$2.94K - $3.39K
|
1.05K
$419K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.24% |
$2.94K - $3.39K
|
4.1K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-10- 0.73% |
$2.94K - $3.39K
|
1.37K
$544K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-10- 0.09% |
$2.94K - $3.39K
|
10.8K
$4.31M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-11- 0.04% |
$3.24K - $3.73K
|
25K
$9.96M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11- 0.02% |
$3.24K - $3.73K
|
72K
$28.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12- 25.0% |
$3.53K - $4.07K
|
36
$14.3K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12- 0.41% |
$3.53K - $4.07K
|
2.89K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12- 0.04% |
$3.53K - $4.07K
|
28.1K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-12- 0.87% |
$3.53K - $4.07K
|
1.37K
$546K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-14- 0.11% |
$4.12K - $4.75K
|
12.6K
$5.02M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-14- 1.7% |
$4.12K - $4.75K
|
810
$322K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-15- 0.23% |
$4.42K - $5.09K
|
6.64K
$2.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 0.38% |
$4.42K - $5.09K
|
3.91K
$1.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-15- 0.33% |
$4.42K - $5.09K
|
4.49K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-15- 0.84% |
$4.42K - $5.09K
|
1.77K
$706K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 5.56% |
$4.42K - $5.09K
|
255
$101K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-15- 1.05% |
$4.42K - $5.09K
|
1.42K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 2.9% |
$4.42K - $5.09K
|
503
$200K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-16- 0.59% |
$4.71K - $5.42K
|
2.71K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-17- 0.23% |
$5.01K - $5.76K
|
7.43K
$2.96M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18- 52.94% |
$5.3K - $6.1K
|
16
$6.37K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-19- 0.24% |
$5.59K - $6.44K
|
7.87K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-19- 0.11% |
$5.59K - $6.44K
|
17.8K
$7.09M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-19- 0.31% |
$5.59K - $6.44K
|
6.12K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-20- 0.58% |
$5.89K - $6.78K
|
3.4K
$1.35M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-21- 1.09% |
$6.18K - $7.12K
|
1.91K
$760K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-21- 0.96% |
$6.18K - $7.12K
|
2.16K
$861K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-21- 1.0% |
$6.18K - $7.12K
|
2.08K
$828K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 0.82% |
$6.18K - $7.12K
|
2.54K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-21- 2.37% |
$6.18K - $7.12K
|
866
$345K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-22- 2.24% |
$6.48K - $7.46K
|
959
$382K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-22- 2.99% |
$6.48K - $7.46K
|
713
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-23- 1.8% |
$6.77K - $7.8K
|
1.26K
$500K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-24- 1.8% |
$7.07K - $8.14K
|
1.31K
$521K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-24- 2.33% |
$7.07K - $8.14K
|
1.01K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-24- 1.6% |
$7.07K - $8.14K
|
1.47K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-24- 1.32% |
$7.07K - $8.14K
|
1.79K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-25- 0.51% |
$7.36K - $8.48K
|
4.9K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-26- 0.19% |
$7.66K - $8.81K
|
13.8K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-26- 0.42% |
$7.66K - $8.81K
|
6.17K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-27- 0.3% |
$7.95K - $9.15K
|
9.08K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 3.21% |
$7.95K - $9.15K
|
813
$324K
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-28- 2.27% |
$8.24K - $9.49K
|
1.2K
$479K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-29- 1.78% |
$8.54K - $9.83K
|
1.6K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-29- 0.78% |
$8.54K - $9.83K
|
3.7K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-30- 0.39% |
$8.83K - $10.2K
|
7.75K
$3.09M
|