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 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.18K+ 5.6% |
$349K - $401K
|
22.3K
$8.79M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.17K+ 0.1% |
$343K - $395K
|
1.14M
$448M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.16KNew |
$341K - $393K
|
1.16K
$456K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.15KNew |
$339K - $390K
|
1.15K
$453K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.15K+ 80.08% |
$337K - $389K
|
2.58K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.15K+ 31.73% |
$337K - $389K
|
4.76K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.12K+ 40.42% |
$331K - $381K
|
3.91K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.12KNew |
$329K - $379K
|
1.12K
$440K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.09K+ 0.99% |
$319K - $368K
|
111K
$43.7M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.08K+ 11.92% |
$317K - $365K
|
10.1K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.04K+ 32.29% |
$305K - $351K
|
4.24K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.03K+ 5.27% |
$304K - $351K
|
20.7K
$8.15M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.03K+ 16.17% |
$303K - $349K
|
7.4K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.01K+ 151.35% |
$298K - $343K
|
1.68K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.01K+ 151.35% |
$298K - $343K
|
1.68K
$662K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.01K+ 2.43% |
$297K - $342K
|
42.5K
$16.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 11.16% |
$297K - $342K
|
10.1K
$3.96M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01K+ 0.12% |
$297K - $342K
|
831K
$327M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.01K+ 10.32% |
$296K - $341K
|
10.8K
$4.24M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
1K+ 3.55% |
$295K - $340K
|
29.2K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1K+ 2.89% |
$295K - $339K
|
35.6K
$14M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
985+ 8.65% |
$290K - $334K
|
12.4K
$4.88M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
984+ 15.7% |
$290K - $334K
|
7.25K
$2.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
981+ 16.4% |
$289K - $333K
|
6.96K
$2.74M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
970+ 1.9% |
$286K - $329K
|
52K
$20.5M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
964New |
$284K - $327K
|
964
$380K
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
963+ 69.58% |
$284K - $326K
|
2.35K
$925K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
954+ 10.04% |
$281K - $323K
|
10.5K
$4.12M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
942+ 136.92% |
$277K - $319K
|
1.63K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
937+ 100.43% |
$276K - $318K
|
1.87K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
929New |
$274K - $315K
|
929
$366K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
929+ 170.46% |
$274K - $315K
|
1.47K
$581K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
928+ 50.14% |
$273K - $315K
|
2.78K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
927+ 15.28% |
$273K - $314K
|
6.99K
$2.76M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
922New |
$271K - $313K
|
922
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
913+ 3.56% |
$269K - $310K
|
26.5K
$10.5M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
902+ 13.41% |
$266K - $306K
|
7.63K
$3.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
893+ 5.28% |
$263K - $303K
|
17.8K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
885+ 0.71% |
$261K - $300K
|
126K
$49.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
883New |
$260K - $299K
|
883
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
881+ 54.79% |
$259K - $299K
|
2.49K
$981K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
874+ 11.94% |
$257K - $296K
|
8.2K
$3.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
860New |
$253K - $292K
|
860
$339K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
851New |
$251K - $288K
|
851
$335K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
849+ 20.48% |
$250K - $288K
|
4.99K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
846New |
$249K - $287K
|
846
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
845New |
$249K - $286K
|
845
$333K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
845+ 265.72% |
$249K - $286K
|
1.16K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
830New |
$244K - $281K
|
830
$327K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
830+ 10.13% |
$244K - $281K
|
9.03K
$3.56M
|