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 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
495+ 26.66% |
$146K - $168K
|
2.35K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
495+ 7.54% |
$146K - $168K
|
7.06K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
490+ 7.33% |
$144K - $166K
|
7.18K
$3.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
476+ 2.52% |
$140K - $161K
|
19.3K
$9.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
474+ 3.83% |
$140K - $161K
|
12.9K
$6.02M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
469+ 14.64% |
$138K - $159K
|
3.67K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
458+ 60.66% |
$135K - $155K
|
1.21K
$568K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
457+ 53.58% |
$135K - $155K
|
1.31K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
453+ 0.76% |
$133K - $154K
|
60.3K
$28.2M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
447+ 4.69% |
$132K - $152K
|
9.97K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
426+ 10.47% |
$125K - $144K
|
4.5K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
423+ 9.74% |
$125K - $143K
|
4.77K
$2.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
420New |
$124K - $142K
|
420
$197K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 2.19% |
$121K - $139K
|
19.2K
$8.97M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
409+ 6.22% |
$120K - $139K
|
6.99K
$3.27M
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
408+ 2.08% |
$120K - $138K
|
20.1K
$9.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
402+ 5.47% |
$118K - $136K
|
7.76K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
401+ 2.11% |
$118K - $136K
|
19.4K
$9.07M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
400+ 26.51% |
$118K - $136K
|
1.91K
$893K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
399+ 0.96% |
$117K - $135K
|
41.9K
$19.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
396+ 4.57% |
$117K - $134K
|
9.06K
$4.24M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
394+ 17.99% |
$116K - $134K
|
2.58K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
393+ 7.37% |
$116K - $133K
|
5.73K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
389New |
$115K - $132K
|
389
$182K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
380+ 1.63% |
$112K - $129K
|
23.6K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
376+ 1.7% |
$111K - $127K
|
22.6K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
371+ 2.09% |
$109K - $126K
|
18.1K
$8.48M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
369+ 34.45% |
$109K - $125K
|
1.44K
$674K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
358+ 4.7% |
$105K - $121K
|
7.97K
$3.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
357+ 8.45% |
$105K - $121K
|
4.58K
$2.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
346+ 21.31% |
$102K - $117K
|
1.97K
$922K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340+ 5.14% |
$100K - $115K
|
6.96K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
330+ 13.95% |
$97.2K - $112K
|
2.7K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
330New |
$97.2K - $112K
|
330
$154K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
323+ 18.99% |
$95.1K - $110K
|
2.02K
$947K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
322+ 18.21% |
$94.8K - $109K
|
2.09K
$978K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
306+ 11.14% |
$90.1K - $104K
|
3.05K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
300+ 13.7% |
$88.3K - $102K
|
2.49K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
300New |
$88.3K - $102K
|
300
$140K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
299+ 9.7% |
$88K - $101K
|
3.38K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
295+ 0.53% |
$86.9K - $100K
|
55.7K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
295+ 7.13% |
$86.9K - $100K
|
4.43K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
294+ 0.33% |
$86.6K - $99.7K
|
89.3K
$41.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
292+ 34.39% |
$86K - $99K
|
1.14K
$534K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
284+ 1.21% |
$83.6K - $96.3K
|
23.7K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
284+ 12.42% |
$83.6K - $96.3K
|
2.57K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
280+ 5.09% |
$82.4K - $94.9K
|
5.79K
$2.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
279+ 2.48% |
$82.1K - $94.6K
|
11.5K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
279+ 33.49% |
$82.1K - $94.6K
|
1.11K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
277New |
$81.6K - $93.9K
|
277
$130K
|