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
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
245New |
$72.1K - $83.1K
|
245
$97.5K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
245+ 12.44% |
$72.1K - $83.1K
|
2.22K
$882K
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
244+ 20.77% |
$71.8K - $82.7K
|
1.42K
$565K
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
242+ 17.41% |
$71.3K - $82K
|
1.63K
$650K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
241+ 7.37% |
$71K - $81.7K
|
3.51K
$1.4M
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
241+ 1.23% |
$71K - $81.7K
|
19.8K
$7.9M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
241+ 0.67% |
$71K - $81.7K
|
36.3K
$14.5M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
239+ 8.81% |
$70.4K - $81K
|
2.95K
$1.18M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
229+ 8.99% |
$67.4K - $77.6K
|
2.78K
$1.11M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
229+ 3.04% |
$67.4K - $77.6K
|
7.77K
$3.09M
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
227+ 7.05% |
$66.8K - $77K
|
3.45K
$1.37M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
225+ 17.54% |
$66.2K - $76.3K
|
1.51K
$600K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
224+ 0.88% |
$66K - $75.9K
|
25.7K
$10.2M
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
224+ 3.61% |
$66K - $75.9K
|
6.44K
$2.56M
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
224+ 1.38% |
$66K - $75.9K
|
16.5K
$6.56M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
211+ 7.86% |
$62.1K - $71.5K
|
2.9K
$1.15M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
208+ 670.97% |
$61.2K - $70.5K
|
239
$95.2K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
208+ 2.01% |
$61.2K - $70.5K
|
10.5K
$4.19M
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
206+ 1.22% |
$60.7K - $69.8K
|
17.1K
$6.79M
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
203+ 7.87% |
$59.8K - $68.8K
|
2.78K
$1.11M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
202+ 1.18% |
$59.5K - $68.5K
|
17.3K
$6.89M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
201+ 4.13% |
$59.2K - $68.1K
|
5.07K
$2.02M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 0.38% |
$59.2K - $68.1K
|
52.4K
$20.9M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
201New |
$59.2K - $68.1K
|
201
$80K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
196+ 11.78% |
$57.7K - $66.4K
|
1.86K
$741K
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
196+ 11.13% |
$57.7K - $66.4K
|
1.96K
$779K
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
194+ 7.07% |
$57.1K - $65.8K
|
2.94K
$1.17M
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
193+ 7.07% |
$56.8K - $65.4K
|
2.92K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
184+ 4.84% |
$54.2K - $62.4K
|
3.98K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
179+ 8.74% |
$52.7K - $60.7K
|
2.23K
$887K
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
176+ 16.96% |
$51.8K - $59.7K
|
1.21K
$483K
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
175+ 11.08% |
$51.5K - $59.3K
|
1.76K
$699K
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
173+ 5.4% |
$50.9K - $58.6K
|
3.38K
$1.34M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
171+ 46.85% |
$50.3K - $58K
|
536
$213K
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
170+ 1.47% |
$50.1K - $57.6K
|
11.8K
$4.68M
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
170+ 6.76% |
$50.1K - $57.6K
|
2.69K
$1.07M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
170+ 3.35% |
$50.1K - $57.6K
|
5.25K
$2.09M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
170+ 2.04% |
$50.1K - $57.6K
|
8.51K
$3.39M
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
168+ 7.82% |
$49.5K - $57K
|
2.32K
$922K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
167+ 1.24% |
$49.2K - $56.6K
|
13.7K
$5.45M
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
166+ 7.53% |
$48.9K - $56.3K
|
2.37K
$944K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
165+ 2.51% |
$48.6K - $55.9K
|
6.73K
$2.68M
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
163+ 10.9% |
$48K - $55.3K
|
1.66K
$661K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
163+ 1.11% |
$48K - $55.3K
|
14.9K
$5.92M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
163+ 18.36% |
$48K - $55.3K
|
1.05K
$418K
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
162+ 1.4% |
$47.7K - $54.9K
|
11.7K
$4.67M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
160+ 2.04% |
$47.1K - $54.2K
|
8K
$3.19M
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
160+ 0.94% |
$47.1K - $54.2K
|
17.1K
$6.81M
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
159+ 2.54% |
$46.8K - $53.9K
|
6.42K
$2.55M
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
159+ 8.0% |
$46.8K - $53.9K
|
2.15K
$854K
|