Purchases and Sales Made in Q1 2024 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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 15, 2024 Q1 2024
Paradigm Financial Partners, LLC

BUY
 -
658
New
$194K - $223K
658 $308K
May 15, 2024 Q1 2024
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
657
New
$193K - $223K
657 $307K
May 03, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
652
New
$192K - $221K
652 $305K
Apr 12, 2024 Q1 2024
Charles Schwab Trust CO

BUY
 -
651
+ 61.65%
$192K - $221K
1.71K $799K
Apr 11, 2024 Q1 2024
Security Financial Services, Inc.

BUY
 -
649
New
$191K - $220K
649 $304K
May 14, 2024 Q1 2024
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
646
New
$190K - $219K
646 $302K
Jun 17, 2024 Q1 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
645
New
$190K - $219K
645 $302K
May 15, 2024 Q1 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
643
New
$189K - $218K
643 $301K
Apr 16, 2024 Q1 2024
Howard Financial Services, Ltd.

BUY
 -
642
New
$189K - $218K
642 $300K
May 13, 2024 Q1 2024
Fiduciary Group LLC

Savannah, GA
BUY
 -
641
New
$189K - $217K
641 $300K
Apr 22, 2024 Q1 2024
Bay Rivers Group

BUY
 -
631
New
$186K - $214K
631 $295K
Apr 11, 2024 Q1 2024
Soundmark Wealth Management, LLC

BUY
 -
630
New
$185K - $214K
630 $295K
May 06, 2024 Q1 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
629
New
$185K - $213K
629 $294K
May 10, 2024 Q1 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
628
New
$185K - $213K
628 $294K
May 10, 2024 Q1 2024
Davis R M Inc

Portland, ME
BUY
 -
627
+ 6.7%
$185K - $213K
9.98K $4.67M
May 07, 2024 Q1 2024
Montz Harcus Wealth Management LLC

BUY
 -
626
New
$184K - $212K
626 $293K
Apr 23, 2024 Q1 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
625
New
$184K - $212K
625 $292K
May 08, 2024 Q1 2024
Waverton Investment Management LTD

BUY
 -
625
New
$184K - $212K
625 $292K
Apr 23, 2024 Q1 2024
Moody Lynn & Lieberson, LLC

BUY
 -
618
New
$182K - $210K
618 $289K
May 13, 2024 Q1 2024
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
616
New
$181K - $209K
616 $288K
Apr 23, 2024 Q1 2024
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
614
+ 3.0%
$181K - $208K
21.1K $9.87M
May 09, 2024 Q1 2024
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
613
New
$180K - $208K
613 $287K
May 10, 2024 Q1 2024
Hilton Capital Management, LLC

BUY
 -
612
New
$180K - $207K
612 $286K
Apr 18, 2024 Q1 2024
Exchange Capital Management, Inc.

BUY
 -
610
New
$180K - $207K
610 $285K
Apr 25, 2024 Q1 2024
Smith Chas P & Associates Pa Cpas

BUY
 -
610
New
$180K - $207K
610 $285K
May 13, 2024 Q1 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
609
New
$179K - $206K
609 $285K
May 10, 2024 Q1 2024
1776 Wealth LLC

BUY
 -
603
New
$178K - $204K
603 $282K
Apr 18, 2024 Q1 2024
Eagle Ridge Investment Management

BUY
 -
600
New
$177K - $203K
600 $281K
Apr 24, 2024 Q1 2024
Greenspring Advisors, LLC

BUY
 -
600
+ 13.26%
$177K - $203K
5.13K $2.4M
Apr 26, 2024 Q1 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
600
New
$177K - $203K
600 $281K
May 14, 2024 Q1 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
598
+ 0.33%
$176K - $203K
184K $86.3M
Apr 17, 2024 Q1 2024
Fifth Third Securities, Inc.

BUY
 -
593
+ 0.94%
$175K - $201K
63.7K $29.8M
Apr 08, 2024 Q1 2024
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
577
+ 3.38%
$170K - $196K
17.6K $8.25M
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
574
+ 16.59%
$169K - $195K
4.03K $1.89M
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
574
New
$169K - $195K
574 $269K
May 08, 2024 Q1 2024
Ledyard National Bank

BUY
 -
565
+ 39.62%
$166K - $192K
1.99K $932K
May 01, 2024 Q1 2024
Money Concepts Capital Corp

BUY
 -
541
+ 29.55%
$159K - $183K
2.37K $1.11M
May 13, 2024 Q1 2024
Monetary Management Group Inc

St Louis, MO
BUY
 -
537
+ 4.02%
$158K - $182K
13.9K $6.5M
May 10, 2024 Q1 2024
Fiducient Advisors LLC

BUY
 -
531
+ 12.5%
$156K - $180K
4.78K $2.24M
May 15, 2024 Q1 2024
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
523
+ 4.07%
$154K - $177K
13.4K $6.26M
May 15, 2024 Q1 2024
Wms Partners, LLC

BUY
 -
518
+ 14.15%
$153K - $176K
4.18K $1.96M
Apr 18, 2024 Q1 2024
Miracle Mile Advisors, LLC

BUY
 -
515
+ 4.0%
$152K - $175K
13.4K $6.27M
May 09, 2024 Q1 2024
Plante Moran Financial Advisors, LLC

BUY
 -
513
+ 8.42%
$151K - $174K
6.61K $3.09M
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

BUY
 -
510
+ 6.14%
$150K - $173K
8.82K $4.13M
May 09, 2024 Q1 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
508
+ 2.94%
$150K - $172K
17.8K $8.33M
May 09, 2024 Q1 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
507
+ 1.22%
$149K - $172K
42.1K $19.7M
May 08, 2024 Q1 2024
Cornerstone Advisory, LLC

BUY
 -
504
+ 2.69%
$148K - $171K
19.3K $9.02M
Apr 15, 2024 Q1 2024
Epiq Partners, LLC

BUY
 -
502
+ 2.23%
$148K - $170K
23K $10.8M
May 10, 2024 Q1 2024
Jpl Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
501
+ 51.86%
$148K - $170K
1.47K $686K

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