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
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
826New |
$243K - $280K
|
826
$326K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
821+ 0.86% |
$242K - $278K
|
96.8K
$38.1M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
813New |
$239K - $276K
|
813
$320K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
808+ 6.11% |
$238K - $274K
|
14K
$5.53M
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
807New |
$238K - $274K
|
807
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
802+ 103.62% |
$236K - $272K
|
1.58K
$621K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
801New |
$236K - $272K
|
801
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
791New |
$233K - $268K
|
791
$312K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
782New |
$230K - $265K
|
782
$308K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
782+ 0.59% |
$230K - $265K
|
133K
$52.5M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
781+ 5.31% |
$230K - $265K
|
15.5K
$6.1M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
781+ 33.45% |
$230K - $265K
|
3.12K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
776New |
$228K - $263K
|
776
$306K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
775+ 13.28% |
$228K - $263K
|
6.61K
$2.61M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
772+ 32.95% |
$227K - $262K
|
3.12K
$1.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
764New |
$225K - $259K
|
764
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
763+ 8.22% |
$225K - $259K
|
10K
$3.96M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
753+ 86.75% |
$222K - $255K
|
1.62K
$639K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
752New |
$221K - $255K
|
752
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
746New |
$220K - $253K
|
746
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
736+ 24533.33% |
$217K - $250K
|
739
$291K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
728+ 47.15% |
$214K - $247K
|
2.27K
$895K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
725+ 34.07% |
$213K - $246K
|
2.85K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
725+ 63.82% |
$213K - $246K
|
1.86K
$733K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
724+ 0.34% |
$213K - $245K
|
213K
$83.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
719+ 7.67% |
$212K - $244K
|
10.1K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
715New |
$211K - $242K
|
715
$282K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
714+ 7.76% |
$210K - $242K
|
9.92K
$3.91M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
703New |
$207K - $238K
|
703
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
702+ 3.23% |
$207K - $238K
|
22.4K
$8.83M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700+ 4.23% |
$206K - $237K
|
17.3K
$6.8M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
700+ 22.05% |
$206K - $237K
|
3.88K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
700+ 3.15% |
$206K - $237K
|
22.9K
$9.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
699+ 21.53% |
$206K - $237K
|
3.95K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
694New |
$204K - $235K
|
694
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
691+ 6.37% |
$203K - $234K
|
11.5K
$4.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
682New |
$201K - $231K
|
682
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
681New |
$201K - $231K
|
681
$268K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
680+ 97.56% |
$200K - $231K
|
1.38K
$543K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
673+ 1641.46% |
$198K - $228K
|
714
$281K
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
668New |
$197K - $226K
|
668
$263K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
664New |
$196K - $225K
|
664
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
659New |
$194K - $223K
|
659
$260K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
658New |
$194K - $223K
|
658
$259K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
657New |
$193K - $223K
|
657
$259K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
652New |
$192K - $221K
|
652
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
651+ 61.65% |
$192K - $221K
|
1.71K
$673K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
649New |
$191K - $220K
|
649
$256K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
646New |
$190K - $219K
|
646
$255K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
645New |
$190K - $219K
|
645
$254K
|