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 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-205- 9.41% |
$60.4K - $69.5K
|
1.97K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-205- 1.38% |
$60.4K - $69.5K
|
14.7K
$5.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-208- 6.65% |
$61.2K - $70.5K
|
2.92K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-210- 1.53% |
$61.8K - $71.2K
|
13.5K
$5.33M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-211- 4.84% |
$62.1K - $71.5K
|
4.15K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-220- 7.05% |
$64.8K - $74.6K
|
2.9K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-220- 5.72% |
$64.8K - $74.6K
|
3.62K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-222- 0.72% |
$65.4K - $75.3K
|
30.5K
$12M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-222- 1.13% |
$65.4K - $75.3K
|
19.4K
$7.63M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-223- 19.58% |
$65.7K - $75.6K
|
916
$361K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-224- 6.11% |
$66K - $75.9K
|
3.44K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-225- 2.58% |
$66.2K - $76.3K
|
8.49K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-225- 0.25% |
$66.2K - $76.3K
|
90.6K
$35.7M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-226- 27.0% |
$66.5K - $76.6K
|
611
$241K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-227- 0.57% |
$66.8K - $77K
|
39.7K
$15.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-229- 7.17% |
$67.4K - $77.6K
|
2.96K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-230- 4.51% |
$67.7K - $78K
|
4.87K
$1.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-232- 7.16% |
$68.3K - $78.7K
|
3.01K
$1.19M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-232- 4.03% |
$68.3K - $78.7K
|
5.53K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-233- 0.84% |
$68.6K - $79K
|
27.6K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-234- 23.03% |
$68.9K - $79.3K
|
782
$308K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-236- 2.48% |
$69.5K - $80K
|
9.29K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-236- 2.57% |
$69.5K - $80K
|
8.96K
$3.53M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-237- 6.99% |
$69.8K - $80.3K
|
3.15K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-238- 13.18% |
$70.1K - $80.7K
|
1.57K
$618K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-239- 7.86% |
$70.4K - $81K
|
2.8K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-241- 24.37% |
$71K - $81.7K
|
748
$295K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-241- 79.28% |
$71K - $81.7K
|
63
$24.8K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-241- 1.38% |
$71K - $81.7K
|
17.2K
$6.76M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-248- 17.0% |
$73K - $84.1K
|
1.21K
$477K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-248- 2.54% |
$73K - $84.1K
|
9.53K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-259- 2.46% |
$76.3K - $87.8K
|
10.3K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-261- 15.6% |
$76.8K - $88.5K
|
1.41K
$556K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-263- 4.38% |
$77.4K - $89.2K
|
5.74K
$2.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-265- 10.17% |
$78K - $89.8K
|
2.34K
$923K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-265- 1.24% |
$78K - $89.8K
|
21.1K
$8.33M
|
|
|
Apr 01, 2024
Q1 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-266- 16.0% |
$78.3K - $90.2K
|
1.4K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-267- 1.59% |
$78.6K - $90.5K
|
16.5K
$6.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-271- 10.16% |
$79.8K - $91.9K
|
2.4K
$945K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-272- 34.26% |
$80.1K - $92.2K
|
522
$206K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-274- 11.82% |
$80.7K - $92.9K
|
2.04K
$806K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-274- 19.9% |
$80.7K - $92.9K
|
1.1K
$435K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-275- 29.13% |
$81K - $93.2K
|
669
$264K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-276- 3.83% |
$81.3K - $93.6K
|
6.93K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-278- 5.23% |
$81.9K - $94.2K
|
5.04K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-280- 1.32% |
$82.4K - $94.9K
|
21K
$8.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-280- 3.22% |
$82.4K - $94.9K
|
8.42K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-281- 7.4% |
$82.7K - $95.3K
|
3.51K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-282- 0.51% |
$83K - $95.6K
|
54.5K
$21.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-283- 1.05% |
$83.3K - $95.9K
|
26.7K
$10.5M
|