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 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.62K- 65.56% |
$476K - $548K
|
849
$338K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.62K- 2.66% |
$478K - $550K
|
59.3K
$23.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.64K- 1.56% |
$483K - $556K
|
104K
$41.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.69K- 1.23% |
$498K - $573K
|
135K
$53.8M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.71K- 1.84% |
$503K - $579K
|
91.2K
$36.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.75K- 4.97% |
$516K - $595K
|
33.5K
$13.3M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.79K- 62.74% |
$528K - $608K
|
1.07K
$424K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.81K- 14.35% |
$534K - $615K
|
10.8K
$4.31M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.82K- 2.34% |
$534K - $615K
|
75.7K
$30.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 6.67% |
$535K - $616K
|
25.5K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 2.31% |
$568K - $654K
|
81.6K
$32.5M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.94K- 1.83% |
$570K - $657K
|
104K
$41.3M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2K- 32.2% |
$589K - $678K
|
4.21K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2K- 6.6% |
$589K - $679K
|
28.4K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-2.02K- 2.55% |
$596K - $686K
|
77.2K
$30.7M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.05K- 2.15% |
$604K - $696K
|
93.3K
$37.1M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.08K- 44.37% |
$613K - $706K
|
2.61K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.09K- 44.35% |
$617K - $710K
|
2.63K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.1K- 62.08% |
$619K - $713K
|
1.28K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.11K- 3.17% |
$620K - $714K
|
64.4K
$25.6M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 14.79% |
$628K - $723K
|
12.3K
$4.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-2.14K- 1.23% |
$629K - $725K
|
172K
$68.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.15K- 14.84% |
$632K - $728K
|
12.3K
$4.9M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 22.44% |
$635K - $731K
|
7.46K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.18K- 66.3% |
$642K - $739K
|
1.11K
$441K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.18K- 31.52% |
$642K - $740K
|
4.74K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.22K- 50.0% |
$653K - $752K
|
2.22K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.22K- 4.33% |
$654K - $753K
|
49K
$19.5M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.27K- 7.31% |
$669K - $770K
|
28.8K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.35K- 67.77% |
$693K - $798K
|
1.12K
$445K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.37K- 30.45% |
$699K - $804K
|
5.42K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.44K- 6.22% |
$719K - $828K
|
36.8K
$14.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.47K- 5.25% |
$728K - $838K
|
44.6K
$17.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.49K- 1.79% |
$732K - $843K
|
137K
$54.4M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.49K- 7.21% |
$733K - $844K
|
32.1K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.53K- 10.94% |
$745K - $857K
|
20.6K
$8.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.57K- 2.51% |
$755K - $870K
|
99.8K
$39.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.58K- 50.0% |
$759K - $874K
|
2.58K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.59K- 2.21% |
$763K - $878K
|
114K
$45.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.62K- 56.27% |
$771K - $887K
|
2.03K
$809K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.62K- 11.54% |
$771K - $888K
|
20.1K
$7.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.64K- 6.14% |
$778K - $895K
|
40.4K
$16.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.68K- 22.97% |
$788K - $907K
|
8.97K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.83K- 2.71% |
$832K - $958K
|
101K
$40.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.84K- 10.18% |
$837K - $964K
|
25.1K
$9.98M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.85K- 19.27% |
$839K - $966K
|
11.9K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.89K- 11.38% |
$851K - $980K
|
22.5K
$8.96M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.92K- 2.17% |
$859K - $989K
|
131K
$52.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.03K- 0.11% |
$893K - $1.03M
|
2.86M
$1.14B
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.04K- 73.07% |
$896K - $1.03M
|
1.12K
$446K
|