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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 6.22% |
$8.83K - $10.2K
|
452
$180K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-30- 2.42% |
$8.83K - $10.2K
|
1.21K
$482K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-30- 0.2% |
$8.83K - $10.2K
|
14.9K
$5.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-30- 0.98% |
$8.83K - $10.2K
|
3.04K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-30- 1.07% |
$8.83K - $10.2K
|
2.77K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-30- 0.81% |
$8.83K - $10.2K
|
3.68K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30- 0.26% |
$8.83K - $10.2K
|
11.6K
$4.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-31- 0.58% |
$9.13K - $10.5K
|
5.29K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-31- 0.43% |
$9.13K - $10.5K
|
7.11K
$2.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-32- 0.81% |
$9.42K - $10.8K
|
3.93K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-32- 0.89% |
$9.42K - $10.8K
|
3.56K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-33- 30.0% |
$9.72K - $11.2K
|
77
$30.6K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-33- 1.74% |
$9.72K - $11.2K
|
1.87K
$743K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-34- 3.02% |
$10K - $11.5K
|
1.09K
$435K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-35- 1.44% |
$10.3K - $11.9K
|
2.39K
$952K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-35- 0.42% |
$10.3K - $11.9K
|
8.3K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 20.0% |
$10.3K - $11.9K
|
140
$55.7K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-37- 0.8% |
$10.9K - $12.5K
|
4.57K
$1.82M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-37- 0.33% |
$10.9K - $12.5K
|
11.1K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-37- 27.01% |
$10.9K - $12.5K
|
100
$39.8K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-37- 0.96% |
$10.9K - $12.5K
|
3.82K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-38- 0.33% |
$11.2K - $12.9K
|
11.6K
$4.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-39- 1.24% |
$11.5K - $13.2K
|
3.1K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.52% |
$11.5K - $13.2K
|
7.39K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-39- 4.81% |
$11.5K - $13.2K
|
772
$307K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-40- 0.14% |
$11.8K - $13.6K
|
28.5K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40- 4.3% |
$11.8K - $13.6K
|
890
$354K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-40- 0.14% |
$11.8K - $13.6K
|
27.6K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-40- 2.3% |
$11.8K - $13.6K
|
1.7K
$677K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-41- 3.0% |
$12.1K - $13.9K
|
1.33K
$527K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-41- 0.31% |
$12.1K - $13.9K
|
13.4K
$5.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-42- 2.14% |
$12.4K - $14.2K
|
1.92K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-42- 4.49% |
$12.4K - $14.2K
|
894
$356K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-43- 0.52% |
$12.7K - $14.6K
|
8.28K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-43- 1.78% |
$12.7K - $14.6K
|
2.37K
$944K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-44- 0.69% |
$13K - $14.9K
|
6.33K
$2.52M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-44- 2.58% |
$13K - $14.9K
|
1.66K
$662K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-45- 0.03% |
$13.2K - $15.3K
|
132K
$52.6M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-45- 2.0% |
$13.2K - $15.3K
|
2.21K
$878K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-45- 1.01% |
$13.2K - $15.3K
|
4.41K
$1.75M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-46- 5.12% |
$13.5K - $15.6K
|
852
$339K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-47- 0.75% |
$13.8K - $15.9K
|
6.23K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-47- 1.04% |
$13.8K - $15.9K
|
4.49K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-47- 43.52% |
$13.8K - $15.9K
|
61
$24.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-48- 0.67% |
$14.1K - $16.3K
|
7.14K
$2.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-48- 1.32% |
$14.1K - $16.3K
|
3.6K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-48- 0.87% |
$14.1K - $16.3K
|
5.46K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-48- 1.79% |
$14.1K - $16.3K
|
2.64K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-49- 4.91% |
$14.4K - $16.6K
|
948
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 5.49% |
$14.7K - $17K
|
860
$342K
|