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
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22.5K+ 1036.96% |
$6.62M - $7.62M
|
24.6K
$9.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.7K+ 13.9% |
$6.4M - $7.37M
|
178K
$70.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.4K+ 6.58% |
$6.29M - $7.25M
|
346K
$137M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20.7KNew |
$6.11M - $7.03M
|
20.7K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.8KNew |
$5.83M - $6.72M
|
19.8K
$7.81M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.1K+ 10.82% |
$5.34M - $6.15M
|
186K
$73.2M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.8K+ 3.2% |
$5.25M - $6.05M
|
576K
$227M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 226.15% |
$5.15M - $5.93M
|
25.2K
$9.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 0.81% |
$5.06M - $5.83M
|
2.13M
$840M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17K+ 56.09% |
$5.01M - $5.77M
|
47.4K
$18.7M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
16.9K+ 1351.32% |
$4.97M - $5.72M
|
18.1K
$7.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16.8K+ 1157.75% |
$4.95M - $5.7M
|
18.3K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 88.55% |
$4.76M - $5.48M
|
34.4K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
16.1KNew |
$4.74M - $5.46M
|
16.1K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 3.03% |
$4.31M - $4.97M
|
498K
$196M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
13.3K+ 17.15% |
$3.92M - $4.51M
|
90.9K
$35.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 8.98% |
$3.91M - $4.5M
|
161K
$63.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 3057.77% |
$3.88M - $4.47M
|
13.6K
$5.36M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
13KNew |
$3.84M - $4.42M
|
13K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 16.73% |
$3.69M - $4.25M
|
87.6K
$34.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.1K+ 13.68% |
$3.55M - $4.09M
|
100K
$39.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12K+ 58.34% |
$3.53M - $4.06M
|
32.5K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
11.8K+ 479.02% |
$3.46M - $3.99M
|
14.2K
$5.6M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.4K+ 21.39% |
$3.36M - $3.87M
|
64.9K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.2K+ 6.45% |
$3.3M - $3.8M
|
185K
$72.9M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
11.1K+ 6.38% |
$3.26M - $3.75M
|
184K
$72.7M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.1KNew |
$3.25M - $3.75M
|
11.1K
$4.36M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.7K+ 2.46% |
$3.16M - $3.64M
|
448K
$176M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10.6K+ 13.58% |
$3.11M - $3.58M
|
88.3K
$34.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.5K+ 2.44% |
$3.09M - $3.55M
|
440K
$173M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.4K+ 306.61% |
$3.07M - $3.54M
|
13.8K
$5.45M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.4K+ 107.1% |
$3.07M - $3.54M
|
20.2K
$7.95M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.2K+ 0.64% |
$3.01M - $3.46M
|
1.61M
$634M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10.1K+ 1.79% |
$2.97M - $3.42M
|
574K
$226M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
10.1K+ 3.85% |
$2.97M - $3.42M
|
272K
$107M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.77K+ 97.78% |
$2.88M - $3.31M
|
19.8K
$7.79M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.75KNew |
$2.87M - $3.31M
|
9.75K
$3.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.73K+ 23.59% |
$2.86M - $3.3M
|
51K
$20.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
9.72KNew |
$2.86M - $3.29M
|
9.72K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.65K+ 269.1% |
$2.84M - $3.27M
|
13.2K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.6K+ 2.97% |
$2.83M - $3.26M
|
333K
$131M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.46K+ 38.37% |
$2.78M - $3.21M
|
34.1K
$13.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.35K+ 10.79% |
$2.75M - $3.17M
|
96K
$37.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.75K+ 15.13% |
$2.58M - $2.97M
|
66.6K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.99K+ 17.26% |
$2.35M - $2.71M
|
54.3K
$21.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.75KNew |
$2.28M - $2.63M
|
7.75K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
7.55K+ 24.16% |
$2.22M - $2.56M
|
38.8K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.47K+ 1.24% |
$2.2M - $2.53M
|
612K
$241M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.2K+ 3.08% |
$2.12M - $2.44M
|
241K
$95.1M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
7.1K+ 109.82% |
$2.09M - $2.41M
|
13.6K
$5.35M
|