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 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-288- 12.11% |
$84.8K - $97.6K
|
2.09K
$832K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-289- 6.45% |
$85.1K - $98K
|
4.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-289- 1.0% |
$85.1K - $98K
|
28.5K
$11.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-290- 16.76% |
$85.4K - $98.3K
|
1.44K
$573K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-291- 0.98% |
$85.7K - $98.7K
|
29.4K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-292- 31.1% |
$86K - $99K
|
647
$257K
|
|
|
May 07, 2024
Q1 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-292- 0.4% |
$86K - $99K
|
72.7K
$28.9M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-294- 2.13% |
$86.6K - $99.7K
|
13.5K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-296- 6.05% |
$87.2K - $100K
|
4.6K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-298- 3.98% |
$87.7K - $101K
|
7.2K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-298- 9.13% |
$87.7K - $101K
|
2.97K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-298- 29.98% |
$87.7K - $101K
|
696
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-300- 1.54% |
$88.3K - $102K
|
19.2K
$7.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-300- 22.22% |
$88.3K - $102K
|
1.05K
$418K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-301- 0.54% |
$88.6K - $102K
|
55K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-304- 14.19% |
$89.5K - $103K
|
1.84K
$731K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-309- 9.25% |
$91K - $105K
|
3.03K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-309- 1.67% |
$91K - $105K
|
18.2K
$7.25M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-311- 6.83% |
$91.6K - $105K
|
4.25K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-315- 0.56% |
$92.7K - $107K
|
55.7K
$22.2M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-318- 0.47% |
$93.6K - $108K
|
67.1K
$26.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-319- 3.08% |
$93.9K - $108K
|
10.1K
$4M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-319- 2.98% |
$93.9K - $108K
|
10.4K
$4.14M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-323- 13.11% |
$95.1K - $110K
|
2.14K
$852K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-325- 3.61% |
$95.7K - $110K
|
8.69K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-325- 25.51% |
$95.7K - $110K
|
949
$378K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-326- 45.92% |
$96K - $111K
|
384
$153K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-326- 14.02% |
$96K - $111K
|
2K
$796K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-327- 6.47% |
$96.3K - $111K
|
4.73K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-329- 3.09% |
$96.9K - $112K
|
10.3K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-331- 11.6% |
$97.5K - $112K
|
2.52K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-337- 3.71% |
$99.2K - $114K
|
8.74K
$3.48M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-339- 1.74% |
$99.8K - $115K
|
19.1K
$7.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-341- 7.23% |
$100K - $116K
|
4.37K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-350- 3.33% |
$103K - $119K
|
10.2K
$4.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-350- 0.44% |
$103K - $119K
|
79K
$31.4M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-350- 3.01% |
$103K - $119K
|
11.3K
$4.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-354- 1.09% |
$104K - $120K
|
32.1K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-356- 3.16% |
$105K - $121K
|
10.9K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-374- 66.31% |
$110K - $127K
|
190
$75.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-375- 16.6% |
$110K - $127K
|
1.88K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-375- 5.47% |
$110K - $127K
|
6.48K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-377- 17.49% |
$111K - $128K
|
1.78K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-383- 6.36% |
$113K - $130K
|
5.64K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-389- 25.78% |
$115K - $132K
|
1.12K
$446K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-397- 2.11% |
$117K - $135K
|
18.4K
$7.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-398- 32.07% |
$117K - $135K
|
843
$335K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-398- 0.66% |
$117K - $135K
|
60.3K
$24M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-404- 13.99% |
$119K - $137K
|
2.48K
$989K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-413- 8.04% |
$122K - $140K
|
4.72K
$1.88M
|