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 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-419- 6.16% |
$123K - $142K
|
6.38K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-421- 2.15% |
$124K - $143K
|
19.2K
$7.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-425- 3.09% |
$125K - $144K
|
13.3K
$5.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-425- 4.25% |
$125K - $144K
|
9.58K
$3.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-433- 18.44% |
$127K - $147K
|
1.92K
$755K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-436- 1.75% |
$128K - $148K
|
24.5K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-437- 40.96% |
$129K - $148K
|
630
$248K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-437- 9.17% |
$129K - $148K
|
4.33K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-450- 10.35% |
$132K - $153K
|
3.9K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-450- 3.54% |
$132K - $153K
|
12.3K
$4.84M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-451- 5.27% |
$133K - $153K
|
8.12K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-451- 1.77% |
$133K - $153K
|
25K
$9.86M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-452- 16.9% |
$133K - $153K
|
2.22K
$876K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-453- 11.06% |
$133K - $154K
|
3.64K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-454- 25.06% |
$134K - $154K
|
1.36K
$535K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-456- 10.97% |
$134K - $155K
|
3.7K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-458- 20.03% |
$135K - $155K
|
1.83K
$721K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-465- 2.18% |
$137K - $158K
|
20.8K
$8.21M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-467- 6.22% |
$137K - $158K
|
7.05K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-479- 5.0% |
$141K - $162K
|
9.11K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-479- 23.14% |
$141K - $162K
|
1.59K
$627K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-484- 16.98% |
$143K - $164K
|
2.37K
$932K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-494- 6.61% |
$145K - $167K
|
6.98K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-497- 0.88% |
$146K - $168K
|
55.8K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-502- 6.39% |
$148K - $170K
|
7.35K
$2.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-503- 1.17% |
$148K - $171K
|
42.6K
$16.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-509- 5.17% |
$150K - $173K
|
9.33K
$3.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-510- 36.74% |
$150K - $173K
|
878
$346K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-511- 18.97% |
$150K - $173K
|
2.18K
$860K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-514- 1.79% |
$151K - $174K
|
28.2K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-519- 0.48% |
$153K - $176K
|
109K
$42.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-521- 0.93% |
$153K - $177K
|
55.6K
$21.9M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-524- 2.25% |
$154K - $178K
|
22.8K
$8.97M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-531- 18.73% |
$156K - $180K
|
2.3K
$908K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-532- 28.83% |
$157K - $180K
|
1.31K
$517K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-539- 4.89% |
$159K - $183K
|
10.5K
$4.13M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-540- 35.41% |
$159K - $183K
|
985
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-545- 1.18% |
$160K - $185K
|
45.5K
$17.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-552- 10.99% |
$163K - $187K
|
4.47K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-554- 1.4% |
$163K - $188K
|
39K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-555- 0.32% |
$163K - $188K
|
174K
$68.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-559- 1.96% |
$165K - $190K
|
28K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-560- 1.97% |
$165K - $190K
|
27.9K
$11M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-561- 0.41% |
$165K - $190K
|
138K
$54.3M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-562- 2.93% |
$165K - $191K
|
18.6K
$7.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-565- 0.95% |
$166K - $192K
|
58.7K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-572- 2.32% |
$168K - $194K
|
24.1K
$9.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-573- 4.18% |
$169K - $194K
|
13.1K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-574- 12.19% |
$169K - $195K
|
4.14K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-575- 1.51% |
$169K - $195K
|
37.4K
$14.7M
|