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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 155.24% |
$2.03M - $2.34M
|
11.4K
$4.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6.88K+ 17.45% |
$2.02M - $2.33M
|
46.3K
$18.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.88K+ 5.27% |
$2.02M - $2.33M
|
137K
$54.1M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
6.83K+ 27.36% |
$2.01M - $2.31M
|
31.8K
$12.5M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
6.7KNew |
$1.97M - $2.27M
|
6.7K
$2.64M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.62K+ 13.62% |
$1.95M - $2.24M
|
55.2K
$21.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
6.51K+ 20.28% |
$1.92M - $2.21M
|
38.6K
$15.2M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.41K+ 28.06% |
$1.89M - $2.17M
|
29.2K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
6.39KNew |
$1.88M - $2.17M
|
6.39K
$2.52M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.32K+ 5.85% |
$1.86M - $2.14M
|
114K
$45.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.26K+ 218.57% |
$1.84M - $2.12M
|
9.13K
$3.6M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.25K+ 99.87% |
$1.84M - $2.12M
|
12.5K
$4.93M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.07K+ 5.15% |
$1.79M - $2.06M
|
124K
$48.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.99K+ 6.94% |
$1.76M - $2.03M
|
92.3K
$36.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.75K+ 1.61% |
$1.69M - $1.95M
|
364K
$143M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.66K+ 4.79% |
$1.67M - $1.92M
|
124K
$48.8M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.59K+ 6.85% |
$1.64M - $1.89M
|
87.2K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.57K+ 3.95% |
$1.64M - $1.89M
|
147K
$57.8M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.52K+ 9.45% |
$1.63M - $1.87M
|
64K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
5.36K+ 657.06% |
$1.58M - $1.82M
|
6.17K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.27K+ 260.84% |
$1.55M - $1.79M
|
7.29K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.17K+ 16.66% |
$1.52M - $1.75M
|
36.2K
$14.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.09KNew |
$1.5M - $1.72M
|
5.09K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.09KNew |
$1.5M - $1.72M
|
5.09K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.97K+ 186.18% |
$1.46M - $1.69M
|
7.64K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
4.94K+ 5.04% |
$1.45M - $1.67M
|
103K
$40.6M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.81K+ 4.59% |
$1.42M - $1.63M
|
110K
$43.2M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.78KNew |
$1.41M - $1.62M
|
4.78K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.78K+ 282.17% |
$1.41M - $1.62M
|
6.47K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 49.17% |
$1.39M - $1.6M
|
14.3K
$5.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.57KNew |
$1.35M - $1.55M
|
4.57K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.55KNew |
$1.34M - $1.54M
|
4.55K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.31K+ 7.86% |
$1.27M - $1.46M
|
59.1K
$23.3M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.22K+ 45.63% |
$1.24M - $1.43M
|
13.5K
$5.3M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
4.11K+ 78.31% |
$1.21M - $1.39M
|
9.35K
$3.69M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
4.06KNew |
$1.2M - $1.38M
|
4.06K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.05K+ 22.7% |
$1.19M - $1.37M
|
21.9K
$8.64M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05KNew |
$1.19M - $1.37M
|
4.05K
$1.6M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.94K+ 6.99% |
$1.16M - $1.34M
|
60.3K
$23.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.94K+ 12.38% |
$1.16M - $1.34M
|
35.8K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.9K+ 6.91% |
$1.15M - $1.32M
|
60.3K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.86K+ 2.22% |
$1.14M - $1.31M
|
178K
$70M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.8K+ 49.74% |
$1.12M - $1.29M
|
11.4K
$4.51M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.77K+ 72.66% |
$1.11M - $1.28M
|
8.97K
$3.53M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.76K+ 93.01% |
$1.11M - $1.28M
|
7.81K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.62KNew |
$1.07M - $1.23M
|
3.62K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
3.61K+ 188.01% |
$1.06M - $1.22M
|
5.53K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.6KNew |
$1.06M - $1.22M
|
3.6K
$1.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.55K+ 5.51% |
$1.05M - $1.2M
|
68K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.48K+ 1.84% |
$1.02M - $1.18M
|
192K
$75.7M
|