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 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-22.9K- 43.96% |
$6.75M - $7.77M
|
29.2K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-23.9K- 6.19% |
$7.04M - $8.1M
|
362K
$143M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.7K- 7.01% |
$7.29M - $8.39M
|
328K
$129M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-24.8K- 15.79% |
$7.31M - $8.42M
|
132K
$52.2M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.5K- 1.1% |
$7.51M - $8.65M
|
2.3M
$905M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25.8K- 20.33% |
$7.58M - $8.73M
|
101K
$39.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28K- 8.61% |
$8.25M - $9.5M
|
297K
$117M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.9K- 13.16% |
$9.98M - $11.5M
|
224K
$88.1M
|
|
|
May 01, 2024
Q1 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-35.2K- 47.22% |
$10.4M - $11.9M
|
39.3K
$15.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-36.8K- 91.18% |
$10.8M - $12.5M
|
3.56K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-37.1K- 2.63% |
$10.9M - $12.6M
|
1.37M
$540M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.2K- 84.35% |
$10.9M - $12.6M
|
6.9K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-40.7K- 68.72% |
$12M - $13.8M
|
18.5K
$7.3M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43.3K- 1.93% |
$12.7M - $14.7M
|
2.2M
$869M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-43.8K- 6.43% |
$12.9M - $14.8M
|
638K
$251M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-44.1K- 9.37% |
$13M - $14.9M
|
426K
$168M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 2.43% |
$13.5M - $15.5M
|
1.84M
$724M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-51.3K- 14.05% |
$15.1M - $17.4M
|
314K
$124M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-51.5K- 48.39% |
$15.2M - $17.5M
|
54.9K
$21.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-52.2K- 12.09% |
$15.4M - $17.7M
|
379K
$150M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-53K- 21.85% |
$15.6M - $18M
|
190K
$74.7M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-54.2K- 2.44% |
$16M - $18.4M
|
2.17M
$856M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-55.6K- 8.87% |
$16.4M - $18.8M
|
571K
$225M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.7K- 84.14% |
$16.4M - $18.9M
|
10.5K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-58.8K- 15.95% |
$17.3M - $19.9M
|
310K
$122M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.9K- 85.7% |
$18.8M - $21.7M
|
10.7K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-65.2K- 11.42% |
$19.2M - $22.1M
|
505K
$199M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-67.1K- 70.63% |
$19.8M - $22.8M
|
27.9K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-67.1K- 27.7% |
$19.8M - $22.8M
|
175K
$69.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-77.9K- 0.78% |
$22.9M - $26.4M
|
9.93M
$3.91B
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94.3K- 17.57% |
$27.8M - $32M
|
442K
$174M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-114K- 42.25% |
$33.5M - $38.6M
|
156K
$61.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-137K- 17.99% |
$40.5M - $46.6M
|
626K
$247M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-147K- 93.52% |
$43.2M - $49.7M
|
10.2K
$4M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-150K- 98.69% |
$44.2M - $50.9M
|
1.99K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-158K- 17.26% |
$46.4M - $53.4M
|
756K
$298M
|
|
|
May 10, 2024
Q1 2024
|
Torray LLC
|
SELL
|
- |
-161K- 99.2% |
$47.4M - $54.6M
|
1.3K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-168K- 19.5% |
$49.5M - $57M
|
694K
$274M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-171K- 3.91% |
$50.2M - $57.8M
|
4.19M
$1.65B
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177K- 9.56% |
$52M - $59.9M
|
1.67M
$658M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 0.8% |
$57.3M - $66M
|
24.2M
$9.54B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 0.8% |
$57.3M - $66M
|
24.2M
$9.54B
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-250K- 4.61% |
$73.5M - $84.7M
|
5.16M
$2.04B
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-264K- 9.16% |
$77.7M - $89.5M
|
2.62M
$1.03B
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-279K- 97.55% |
$82.3M - $94.7M
|
7.02K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-340K- 81.76% |
$100M - $115M
|
75.8K
$29.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.19M- 47.79% |
$349M - $402M
|
1.3M
$511M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.85M- 7.11% |
$546M - $628M
|
24.2M
$9.54B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.96M- 6.08% |
$578M - $665M
|
30.3M
$11.9B
|