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 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.85K+ 57.91% |
$544K - $627K
|
5.04K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.82K+ 4.14% |
$536K - $617K
|
45.7K
$18.2M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.8K+ 8.69% |
$529K - $609K
|
22.5K
$8.94M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.75K+ 132.15% |
$514K - $592K
|
3.07K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 10.01% |
$512K - $590K
|
19.1K
$7.61M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.73KNew |
$510K - $587K
|
1.73K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.69K+ 11.29% |
$498K - $574K
|
16.7K
$6.64M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.68KNew |
$494K - $569K
|
1.68K
$667K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.62K+ 6.57% |
$478K - $550K
|
26.3K
$10.5M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.6K+ 22.14% |
$470K - $541K
|
8.81K
$3.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.58KNew |
$464K - $535K
|
1.58K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.55K+ 80.78% |
$457K - $526K
|
3.47K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.55K+ 1.6% |
$455K - $524K
|
98.2K
$39.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.53K+ 9.39% |
$450K - $518K
|
17.8K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.51K+ 47.95% |
$445K - $512K
|
4.66K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.5K+ 28.45% |
$441K - $508K
|
6.77K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.48K+ 3.76% |
$434K - $500K
|
40.7K
$16.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.45K+ 377.86% |
$427K - $492K
|
1.84K
$730K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.45K+ 9.48% |
$427K - $492K
|
16.8K
$6.67M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.44K+ 125.3% |
$424K - $489K
|
2.59K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$412K - $475K
|
1.4K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.4K+ 6.4% |
$412K - $474K
|
23.3K
$9.25M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.39KNew |
$408K - $470K
|
1.39K
$552K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 4.14% |
$408K - $470K
|
34.9K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.38K+ 5122.22% |
$407K - $469K
|
1.41K
$561K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.38K+ 3.09% |
$406K - $467K
|
46K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.37K+ 5.57% |
$402K - $463K
|
25.9K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.37KNew |
$402K - $463K
|
1.37K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 7.66% |
$400K - $461K
|
19.1K
$7.61M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.33KNew |
$393K - $452K
|
1.33K
$531K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 8.08% |
$391K - $451K
|
17.8K
$7.08M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 50.04% |
$389K - $447K
|
3.96K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.31KNew |
$385K - $443K
|
1.31K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.31KNew |
$384K - $442K
|
1.31K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 0.65% |
$383K - $441K
|
202K
$80.5M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.3KNew |
$382K - $439K
|
1.3K
$516K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.28K+ 15.38% |
$377K - $435K
|
9.62K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.28KNew |
$376K - $433K
|
1.28K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 4.58% |
$375K - $432K
|
29.1K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.27KNew |
$374K - $431K
|
1.27K
$505K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.27K+ 6.61% |
$373K - $430K
|
20.4K
$8.13M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.26KNew |
$371K - $427K
|
1.26K
$501K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.22K+ 6.46% |
$359K - $413K
|
20.1K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.21K+ 53.6% |
$357K - $411K
|
3.48K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.2K+ 0.85% |
$353K - $407K
|
142K
$56.6M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.2KNew |
$353K - $406K
|
1.2K
$477K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.2K+ 6.14% |
$352K - $405K
|
20.7K
$8.23M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.2KNew |
$352K - $405K
|
1.2K
$476K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.2KNew |
$352K - $405K
|
1.2K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.19K+ 2.03% |
$350K - $403K
|
59.7K
$23.7M
|