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 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.46K+ 0.69% |
$1.02M - $1.17M
|
502K
$200M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.42KNew |
$1.01M - $1.16M
|
3.42K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.3K+ 58.4% |
$973K - $1.12M
|
8.96K
$3.57M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.27K+ 3.73% |
$964K - $1.11M
|
91K
$36.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.21KNew |
$946K - $1.09M
|
3.21K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$931K - $1.07M
|
3.16K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.16KNew |
$930K - $1.07M
|
3.16K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.09K+ 5.6% |
$910K - $1.05M
|
58.3K
$23.2M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.05KNew |
$897K - $1.03M
|
3.05K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.92K+ 5.62% |
$859K - $989K
|
54.8K
$21.8M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
2.91KNew |
$856K - $986K
|
2.91K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.88K+ 1.28% |
$848K - $976K
|
227K
$90.3M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
2.84K+ 4.64% |
$837K - $964K
|
64.1K
$25.5M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.82K+ 9.7% |
$831K - $957K
|
31.9K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.72K+ 1.75% |
$801K - $923K
|
158K
$63M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.69K+ 6.96% |
$791K - $911K
|
41.3K
$16.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.67K+ 34.77% |
$786K - $905K
|
10.4K
$4.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.67K+ 9.42% |
$786K - $905K
|
31K
$12.3M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.62K+ 32.43% |
$771K - $887K
|
10.7K
$4.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.57KNew |
$757K - $872K
|
2.57K
$1.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.57K+ 31.78% |
$757K - $872K
|
10.7K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.49K+ 93.79% |
$734K - $845K
|
5.15K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.48K+ 0.37% |
$729K - $840K
|
680K
$271M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.47K+ 4.36% |
$726K - $836K
|
59.1K
$23.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.44KNew |
$718K - $827K
|
2.44K
$971K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.38K+ 31.86% |
$700K - $805K
|
9.83K
$3.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.36K+ 17.39% |
$695K - $800K
|
15.9K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.29K+ 23.95% |
$674K - $776K
|
11.8K
$4.71M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$671K - $772K
|
2.28K
$907K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.28K+ 2.65% |
$670K - $772K
|
88.1K
$35.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.25K+ 120.81% |
$662K - $762K
|
4.11K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.24K+ 2.04% |
$658K - $758K
|
112K
$44.6M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.24K+ 2.04% |
$658K - $758K
|
112K
$44.6M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.21KNew |
$652K - $750K
|
2.21K
$881K
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$651K - $749K
|
2.21K
$880K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.2K+ 24.07% |
$648K - $746K
|
11.3K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.13K+ 59.8% |
$628K - $723K
|
5.7K
$2.27M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.12KNew |
$624K - $718K
|
2.12K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.09K+ 129.97% |
$614K - $707K
|
3.69K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
2.01KNew |
$591K - $680K
|
2.01K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.01K+ 155.79% |
$590K - $680K
|
3.29K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.98K+ 5.02% |
$582K - $670K
|
41.3K
$16.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.97KNew |
$579K - $666K
|
1.97K
$782K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.95KNew |
$574K - $660K
|
1.95K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.94K+ 22.49% |
$572K - $658K
|
10.6K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.93K+ 1.05% |
$569K - $655K
|
186K
$74.2M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.93K+ 97.37% |
$567K - $653K
|
3.91K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.91KNew |
$561K - $646K
|
1.91K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.87KNew |
$550K - $634K
|
1.87K
$744K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 12.22% |
$547K - $630K
|
17.1K
$6.8M
|