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 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-150- 6.87% |
$44.2K - $50.9K
|
2.03K
$801K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-156- 2.01% |
$45.9K - $52.9K
|
7.6K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-156- 4.33% |
$45.9K - $52.9K
|
3.45K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-157- 0.78% |
$46.2K - $53.2K
|
19.9K
$7.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-157- 14.16% |
$46.2K - $53.2K
|
952
$375K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-157- 3.48% |
$46.2K - $53.2K
|
4.36K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-157- 1.25% |
$46.2K - $53.2K
|
12.4K
$4.88M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-158- 4.71% |
$46.5K - $53.6K
|
3.19K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-159- 3.51% |
$46.8K - $53.9K
|
4.37K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-159- 4.2% |
$46.8K - $53.9K
|
3.62K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-160- 0.34% |
$47.1K - $54.2K
|
47.4K
$18.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-161- 11.15% |
$47.4K - $54.6K
|
1.28K
$506K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-162- 7.37% |
$47.7K - $54.9K
|
2.04K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-162- 1.54% |
$47.7K - $54.9K
|
10.3K
$4.08M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-162- 1.38% |
$47.7K - $54.9K
|
11.6K
$4.57M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-163- 18.46% |
$48K - $55.3K
|
720
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-165- 1.92% |
$48.6K - $55.9K
|
8.43K
$3.32M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-166- 3.38% |
$48.9K - $56.3K
|
4.75K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-166- 9.6% |
$48.9K - $56.3K
|
1.56K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-168- 0.73% |
$49.5K - $57K
|
22.7K
$8.95M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-169- 1.37% |
$49.8K - $57.3K
|
12.2K
$4.79M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-170- 13.12% |
$50.1K - $57.6K
|
1.13K
$444K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-170- 4.13% |
$50.1K - $57.6K
|
3.94K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-171- 8.76% |
$50.3K - $58K
|
1.78K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-171- 22.15% |
$50.3K - $58K
|
601
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-175- 11.63% |
$51.5K - $59.3K
|
1.33K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-175- 6.07% |
$51.5K - $59.3K
|
2.71K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-175- 11.46% |
$51.5K - $59.3K
|
1.35K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 7.08% |
$52.1K - $60K
|
2.32K
$915K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-179- 18.47% |
$52.7K - $60.7K
|
790
$311K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-180- 1.02% |
$53K - $61K
|
17.4K
$6.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-180- 12.48% |
$53K - $61K
|
1.26K
$497K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-180- 5.7% |
$53K - $61K
|
2.98K
$1.17M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-180- 1.12% |
$53K - $61K
|
15.9K
$6.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-181- 0.5% |
$53.3K - $61.4K
|
36.1K
$14.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-182- 0.05% |
$53.6K - $61.7K
|
395K
$156M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-183- 4.32% |
$53.9K - $62K
|
4.05K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-183- 2.51% |
$53.9K - $62K
|
7.1K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-184- 1.4% |
$54.2K - $62.4K
|
13K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-184- 2.24% |
$54.2K - $62.4K
|
8.04K
$3.17M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-187- 4.45% |
$55.1K - $63.4K
|
4.02K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-190- 37.33% |
$55.9K - $64.4K
|
319
$126K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 1.4% |
$56.2K - $64.8K
|
13.4K
$5.29M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-192- 6.26% |
$56.5K - $65.1K
|
2.87K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-194- 2.05% |
$57.1K - $65.8K
|
9.28K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-195- 8.94% |
$57.4K - $66.1K
|
1.99K
$782K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-200- 4.26% |
$58.9K - $67.8K
|
4.49K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-200- 4.95% |
$58.9K - $67.8K
|
3.84K
$1.51M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-200- 18.38% |
$58.9K - $67.8K
|
888
$350K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-202- 23.09% |
$59.5K - $68.5K
|
673
$265K
|