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 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-101- 7.57% |
$29.7K - $34.2K
|
1.23K
$491K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-102- 2.07% |
$30K - $34.6K
|
4.81K
$1.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-104- 0.98% |
$30.6K - $35.3K
|
10.5K
$4.16M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-105- 5.3% |
$30.9K - $35.6K
|
1.88K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-106- 13.5% |
$31.2K - $35.9K
|
679
$270K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-108- 0.94% |
$31.8K - $36.6K
|
11.3K
$4.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-110- 0.47% |
$32.4K - $37.3K
|
23.5K
$9.35M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-110- 14.65% |
$32.4K - $37.3K
|
641
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-111- 6.06% |
$32.7K - $37.6K
|
1.72K
$685K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-112- 1.94% |
$33K - $38K
|
5.65K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-112- 1.92% |
$33K - $38K
|
5.71K
$2.27M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-113- 7.7% |
$33.3K - $38.3K
|
1.36K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.02% |
$33.3K - $38.3K
|
3.63K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-115- 0.71% |
$33.9K - $39K
|
16.2K
$6.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-115- 1.27% |
$33.9K - $39K
|
8.91K
$3.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-115- 3.89% |
$33.9K - $39K
|
2.84K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-115- 2.43% |
$33.9K - $39K
|
4.62K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-116- 1.45% |
$34.2K - $39.3K
|
7.91K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-118- 23.37% |
$34.7K - $40K
|
387
$154K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-118- 9.48% |
$34.7K - $40K
|
1.13K
$449K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-119- 6.06% |
$35K - $40.3K
|
1.85K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 9.33% |
$35K - $40.3K
|
1.16K
$460K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-120- 0.21% |
$35.3K - $40.7K
|
56K
$22.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-121- 2.24% |
$35.6K - $41K
|
5.29K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-122- 4.0% |
$35.9K - $41.4K
|
2.93K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-122- 0.54% |
$35.9K - $41.4K
|
22.5K
$8.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-123- 4.21% |
$36.2K - $41.7K
|
2.8K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-124- 0.51% |
$36.5K - $42K
|
24K
$9.53M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-124- 5.76% |
$36.5K - $42K
|
2.03K
$808K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-126- 9.79% |
$37.1K - $42.7K
|
1.16K
$462K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-126- 1.61% |
$37.1K - $42.7K
|
7.71K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-127- 2.6% |
$37.4K - $43.1K
|
4.76K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-128- 6.95% |
$37.7K - $43.4K
|
1.71K
$682K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-129- 1.37% |
$38K - $43.7K
|
9.26K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-131- 0.6% |
$38.6K - $44.4K
|
21.9K
$8.71M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-131- 5.69% |
$38.6K - $44.4K
|
2.17K
$865K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-132- 3.62% |
$38.9K - $44.7K
|
3.52K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-133- 2.25% |
$39.2K - $45.1K
|
5.78K
$2.3M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-134- 2.96% |
$39.5K - $45.4K
|
4.39K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-135- 4.93% |
$39.7K - $45.8K
|
2.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-137- 1.7% |
$40.3K - $46.4K
|
7.91K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-138- 1.4% |
$40.6K - $46.8K
|
9.7K
$3.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-141- 8.31% |
$41.5K - $47.8K
|
1.56K
$619K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-145- 11.8% |
$42.7K - $49.2K
|
1.08K
$431K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-146- 0.77% |
$43K - $49.5K
|
18.9K
$7.51M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-146- 0.57% |
$43K - $49.5K
|
25.6K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-147- 2.66% |
$43.3K - $49.8K
|
5.37K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-148- 9.85% |
$43.6K - $50.2K
|
1.35K
$539K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-149- 8.34% |
$43.9K - $50.5K
|
1.64K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-150- 23.7% |
$44.2K - $50.9K
|
483
$192K
|