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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.42K- 7.28% |
$418K - $481K
|
18.1K
$6.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.43K- 9.18% |
$422K - $485K
|
14.2K
$5.11M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.47K- 1.09% |
$432K - $497K
|
133K
$48M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.49K- 70.72% |
$439K - $505K
|
617
$222K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.5K- 0.52% |
$442K - $509K
|
285K
$103M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.5K- 11.54% |
$442K - $509K
|
11.5K
$4.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 8.32% |
$445K - $512K
|
16.6K
$6M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 5.48% |
$452K - $521K
|
26.5K
$9.56M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.54K- 4.02% |
$454K - $523K
|
36.8K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.55K- 62.83% |
$457K - $526K
|
918
$331K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.55K- 7.59% |
$458K - $527K
|
18.9K
$6.82M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.56K- 6.98% |
$459K - $528K
|
20.8K
$7.49M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.58K- 80.01% |
$464K - $535K
|
394
$142K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 18.63% |
$464K - $535K
|
6.89K
$2.48M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 18.63% |
$464K - $535K
|
6.89K
$2.48M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.59K- 2.86% |
$469K - $540K
|
54.1K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.62K- 65.56% |
$476K - $548K
|
849
$306K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.62K- 2.66% |
$478K - $550K
|
59.3K
$21.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.64K- 1.56% |
$483K - $556K
|
104K
$37.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.69K- 1.23% |
$498K - $573K
|
135K
$48.8M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.71K- 1.84% |
$503K - $579K
|
91.2K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.75K- 4.97% |
$516K - $595K
|
33.5K
$12.1M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.79K- 62.74% |
$528K - $608K
|
1.07K
$384K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.81K- 14.35% |
$534K - $615K
|
10.8K
$3.9M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.82K- 2.34% |
$534K - $615K
|
75.7K
$27.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 6.67% |
$535K - $616K
|
25.5K
$9.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 2.31% |
$568K - $654K
|
81.6K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 1.83% |
$570K - $657K
|
104K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2K- 32.2% |
$589K - $678K
|
4.21K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2K- 6.6% |
$589K - $679K
|
28.4K
$10.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.02K- 2.55% |
$596K - $686K
|
77.2K
$27.8M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.05K- 2.15% |
$604K - $696K
|
93.3K
$33.6M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.08K- 44.37% |
$613K - $706K
|
2.61K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.09K- 44.35% |
$617K - $710K
|
2.63K
$947K
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.1K- 62.08% |
$619K - $713K
|
1.28K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 3.17% |
$620K - $714K
|
64.4K
$23.2M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 14.79% |
$628K - $723K
|
12.3K
$4.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.14K- 1.23% |
$629K - $725K
|
172K
$62M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.15K- 14.84% |
$632K - $728K
|
12.3K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 22.44% |
$635K - $731K
|
7.46K
$2.69M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.18K- 66.3% |
$642K - $739K
|
1.11K
$399K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.18K- 31.52% |
$642K - $740K
|
4.74K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.22K- 50.0% |
$653K - $752K
|
2.22K
$800K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.22K- 4.33% |
$654K - $753K
|
49K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.27K- 7.31% |
$669K - $770K
|
28.8K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.35K- 67.77% |
$693K - $798K
|
1.12K
$403K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.37K- 30.45% |
$699K - $804K
|
5.42K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.44K- 6.22% |
$719K - $828K
|
36.8K
$13.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.47K- 5.25% |
$728K - $838K
|
44.6K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.49K- 1.79% |
$732K - $843K
|
137K
$49.3M
|