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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.08K- 69.55% |
$1.49M - $1.72M
|
2.22K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.26K- 3.78% |
$1.55M - $1.78M
|
134K
$48.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.44K- 6.69% |
$1.6M - $1.84M
|
75.8K
$27.3M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-5.44K- 0.9% |
$1.6M - $1.84M
|
602K
$217M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.53K- 17.53% |
$1.63M - $1.88M
|
26K
$9.38M
|
|
|
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
$17.8M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.87K- 1.02% |
$1.73M - $1.99M
|
567K
$205M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-6.1K- 5.07% |
$1.8M - $2.07M
|
114K
$41.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-6.47K- 38.49% |
$1.91M - $2.19M
|
10.3K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-6.65K- 23.89% |
$1.96M - $2.25M
|
21.2K
$7.64M
|
|
|
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
$858K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-7.22K- 86.6% |
$2.13M - $2.45M
|
1.12K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.36K- 92.91% |
$2.17M - $2.5M
|
562
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.5K- 13.51% |
$2.21M - $2.54M
|
48K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.69K- 13.73% |
$2.26M - $2.61M
|
48.3K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.7K- 7.24% |
$2.27M - $2.61M
|
98.6K
$35.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.7K- 1.53% |
$2.27M - $2.61M
|
495K
$178M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.93K- 3.44% |
$2.33M - $2.69M
|
223K
$80.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.99K- 7.99% |
$2.35M - $2.71M
|
92K
$33.2M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.2K- 17.79% |
$2.42M - $2.78M
|
37.9K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.21K- 6.23% |
$2.42M - $2.78M
|
124K
$44.6M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.21K- 6.23% |
$2.42M - $2.78M
|
124K
$44.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.5K- 3.77% |
$2.5M - $2.88M
|
217K
$78.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-8.66K- 70.25% |
$2.55M - $2.94M
|
3.67K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.74K- 5.56% |
$2.57M - $2.96M
|
148K
$53.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.9K- 49.67% |
$2.62M - $3.02M
|
9.02K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.93K- 39.85% |
$2.63M - $3.03M
|
13.5K
$4.86M
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-9.16K- 10.25% |
$2.7M - $3.11M
|
80.2K
$28.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.36K- 31.09% |
$2.76M - $3.17M
|
20.7K
$7.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.45K- 88.82% |
$2.78M - $3.2M
|
1.19K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-9.51K- 49.26% |
$2.8M - $3.22M
|
9.8K
$3.53M
|
|
|
May 02, 2024
Q1 2024
|
Jennison Associates LLC
|
SELL
|
- |
-9.64K- 22.95% |
$2.84M - $3.27M
|
32.4K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.81K- 6.55% |
$2.89M - $3.33M
|
140K
$50.5M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.86K- 7.38% |
$2.9M - $3.34M
|
124K
$44.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-10.3K- 78.28% |
$3.04M - $3.5M
|
2.87K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-10.9K- 94.06% |
$3.22M - $3.7M
|
690
$249K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.5K- 85.85% |
$3.38M - $3.89M
|
1.89K
$682K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-11.6K- 39.86% |
$3.4M - $3.92M
|
17.4K
$6.29M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.3K- 14.35% |
$3.63M - $4.18M
|
73.5K
$26.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.7% |
$3.73M - $4.29M
|
731K
$263M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.7K- 9.59% |
$3.75M - $4.32M
|
120K
$43.3M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-13K- 81.18% |
$3.82M - $4.4M
|
3.01K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.1K- 5.91% |
$3.86M - $4.45M
|
209K
$75.4M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.1K- 45.35% |
$3.87M - $4.46M
|
15.8K
$5.71M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.5K- 9.53% |
$3.97M - $4.57M
|
128K
$46.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 0.82% |
$4.09M - $4.71M
|
1.67M
$602M
|
|
|
May 14, 2024
Q1 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-14.1K- 59.25% |
$4.15M - $4.78M
|
9.69K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.2K- 27.47% |
$4.18M - $4.81M
|
37.5K
$13.5M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14.5K- 13.45% |
$4.28M - $4.92M
|
93.5K
$33.7M
|