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
|
Montecito Bank & Trust
|
SELL
|
- |
-3.05K- 3.41% |
$898K - $1.03M
|
86.3K
$34M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.07K- 11.22% |
$904K - $1.04M
|
24.3K
$9.58M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.09K- 58.47% |
$909K - $1.05M
|
2.19K
$864K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.15K- 3.09% |
$927K - $1.07M
|
98.6K
$38.9M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.17K- 26.18% |
$935K - $1.08M
|
8.95K
$3.53M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.29K- 6.95% |
$967K - $1.11M
|
44K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 8.33% |
$976K - $1.12M
|
36.5K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.38K- 48.4% |
$994K - $1.14M
|
3.6K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.46K- 9.58% |
$1.02M - $1.17M
|
32.7K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.61K- 3.13% |
$1.06M - $1.23M
|
112K
$44M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.67K- 27.29% |
$1.08M - $1.24M
|
9.77K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.7K- 5.32% |
$1.09M - $1.25M
|
65.8K
$25.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.72K- 40.65% |
$1.09M - $1.26M
|
5.43K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.79K- 8.43% |
$1.11M - $1.28M
|
41.1K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.8K- 15.51% |
$1.12M - $1.29M
|
20.7K
$8.15M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.8K- 10.35% |
$1.12M - $1.29M
|
33K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-3.84K- 52.12% |
$1.13M - $1.3M
|
3.53K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.88K- 0.89% |
$1.14M - $1.32M
|
431K
$170M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.9K- 0.92% |
$1.15M - $1.32M
|
420K
$166M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.95K- 74.15% |
$1.16M - $1.34M
|
1.38K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.95K- 42.93% |
$1.16M - $1.34M
|
5.25K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.15K- 4.88% |
$1.22M - $1.41M
|
80.8K
$31.9M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.2K- 5.8% |
$1.24M - $1.42M
|
68.2K
$26.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.35K- 3.91% |
$1.28M - $1.47M
|
107K
$42.1M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.41K- 28.51% |
$1.3M - $1.5M
|
11.1K
$4.36M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.42K- 20.36% |
$1.3M - $1.5M
|
17.3K
$6.81M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.44K- 3.7% |
$1.31M - $1.5M
|
116K
$45.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.44K- 6.23% |
$1.31M - $1.51M
|
66.9K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 36.1% |
$1.37M - $1.58M
|
8.26K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.74K- 5.93% |
$1.4M - $1.61M
|
75.2K
$29.7M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 73.83% |
$1.41M - $1.62M
|
1.69K
$668K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.85K- 31.32% |
$1.43M - $1.64M
|
10.6K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.86K- 7.66% |
$1.43M - $1.65M
|
58.6K
$23.1M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.08K- 69.55% |
$1.49M - $1.72M
|
2.22K
$876K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.26K- 3.78% |
$1.55M - $1.78M
|
134K
$52.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.44K- 6.69% |
$1.6M - $1.84M
|
75.8K
$29.9M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-5.44K- 0.9% |
$1.6M - $1.84M
|
602K
$237M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.53K- 17.53% |
$1.63M - $1.88M
|
26K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.64K- 10.25% |
$1.66M - $1.91M
|
49.4K
$19.5M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.87K- 1.02% |
$1.73M - $1.99M
|
567K
$224M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.1K- 5.07% |
$1.8M - $2.07M
|
114K
$45.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-6.47K- 38.49% |
$1.91M - $2.19M
|
10.3K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-6.65K- 23.89% |
$1.96M - $2.25M
|
21.2K
$8.35M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.9KClosed |
$2.03M - $2.34M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.93K- 74.43% |
$2.04M - $2.35M
|
2.38K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-7.22K- 86.6% |
$2.13M - $2.45M
|
1.12K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.36K- 92.91% |
$2.17M - $2.5M
|
562
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.5K- 13.51% |
$2.21M - $2.54M
|
48K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.69K- 13.73% |
$2.26M - $2.61M
|
48.3K
$19M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.7K- 7.24% |
$2.27M - $2.61M
|
98.6K
$38.9M
|