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 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.49K- 7.21% |
$733K - $844K
|
32.1K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.53K- 10.94% |
$745K - $857K
|
20.6K
$7.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.57K- 2.51% |
$755K - $870K
|
99.8K
$36M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.58K- 50.0% |
$759K - $874K
|
2.58K
$929K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.59K- 2.21% |
$763K - $878K
|
114K
$41.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.62K- 56.27% |
$771K - $887K
|
2.03K
$733K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.62K- 11.54% |
$771K - $888K
|
20.1K
$7.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.64K- 6.14% |
$778K - $895K
|
40.4K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.68K- 22.97% |
$788K - $907K
|
8.97K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.83K- 2.71% |
$832K - $958K
|
101K
$36.6M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.84K- 10.18% |
$837K - $964K
|
25.1K
$9.04M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.85K- 19.27% |
$839K - $966K
|
11.9K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.89K- 11.38% |
$851K - $980K
|
22.5K
$8.11M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.92K- 2.17% |
$859K - $989K
|
131K
$47.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.03K- 0.11% |
$893K - $1.03M
|
2.86M
$1.03B
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.04K- 73.07% |
$896K - $1.03M
|
1.12K
$404K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.05K- 3.41% |
$898K - $1.03M
|
86.3K
$31.1M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.07K- 11.22% |
$904K - $1.04M
|
24.3K
$8.76M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.09K- 58.47% |
$909K - $1.05M
|
2.19K
$791K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.15K- 3.09% |
$927K - $1.07M
|
98.6K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.17K- 26.18% |
$935K - $1.08M
|
8.95K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.29K- 6.95% |
$967K - $1.11M
|
44K
$15.9M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 8.33% |
$976K - $1.12M
|
36.5K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.38K- 48.4% |
$994K - $1.14M
|
3.6K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.46K- 9.58% |
$1.02M - $1.17M
|
32.7K
$11.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.61K- 3.13% |
$1.06M - $1.23M
|
112K
$40.3M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.67K- 27.29% |
$1.08M - $1.24M
|
9.77K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.7K- 5.32% |
$1.09M - $1.25M
|
65.8K
$23.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.72K- 40.65% |
$1.09M - $1.26M
|
5.43K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.79K- 8.43% |
$1.11M - $1.28M
|
41.1K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.8K- 15.51% |
$1.12M - $1.29M
|
20.7K
$7.46M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.8K- 10.35% |
$1.12M - $1.29M
|
33K
$11.9M
|
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-3.83K- 3.69% |
$1.13M - $1.3M
|
100K
$36.1M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-3.84K- 52.12% |
$1.13M - $1.3M
|
3.53K
$1.27M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.88K- 0.89% |
$1.14M - $1.32M
|
431K
$156M
|
|
|
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
$151M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.95K- 74.15% |
$1.16M - $1.34M
|
1.38K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.95K- 42.93% |
$1.16M - $1.34M
|
5.25K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-4.15K- 4.88% |
$1.22M - $1.41M
|
80.8K
$29.1M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.2K- 5.8% |
$1.24M - $1.42M
|
68.2K
$24.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.35K- 3.91% |
$1.28M - $1.47M
|
107K
$38.6M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.41K- 28.51% |
$1.3M - $1.5M
|
11.1K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.42K- 20.36% |
$1.3M - $1.5M
|
17.3K
$6.23M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.44K- 3.7% |
$1.31M - $1.5M
|
116K
$41.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-4.44K- 6.23% |
$1.31M - $1.51M
|
66.9K
$24.1M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 36.1% |
$1.37M - $1.58M
|
8.26K
$2.98M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.74K- 5.93% |
$1.4M - $1.61M
|
75.2K
$27.1M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.78K- 73.83% |
$1.41M - $1.62M
|
1.69K
$611K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.85K- 31.32% |
$1.43M - $1.64M
|
10.6K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.86K- 7.66% |
$1.43M - $1.65M
|
58.6K
$21.1M
|