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 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-48- 1.32% |
$14.1K - $16.3K
|
3.6K
$1.47M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-48- 0.87% |
$14.1K - $16.3K
|
5.46K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-48- 1.79% |
$14.1K - $16.3K
|
2.64K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-49- 4.91% |
$14.4K - $16.6K
|
948
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 5.49% |
$14.7K - $17K
|
860
$351K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-50- 0.25% |
$14.7K - $17K
|
20K
$8.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-50- 1.07% |
$14.7K - $17K
|
4.62K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-50- 6.78% |
$14.7K - $17K
|
687
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 1.67% |
$14.7K - $17K
|
2.94K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-50- 3.76% |
$14.7K - $17K
|
1.28K
$522K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-51- 2.17% |
$15K - $17.3K
|
2.3K
$939K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-51- 1.21% |
$15K - $17.3K
|
4.16K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-51- 1.06% |
$15K - $17.3K
|
4.75K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-51- 0.68% |
$15K - $17.3K
|
7.42K
$3.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-53- 14.48% |
$15.6K - $18K
|
313
$128K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-53- 7.09% |
$15.6K - $18K
|
695
$284K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-54- 0.61% |
$15.9K - $18.3K
|
8.78K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-54- 1.35% |
$15.9K - $18.3K
|
3.96K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-54- 8.04% |
$15.9K - $18.3K
|
618
$252K
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-59- 0.88% |
$17.4K - $20K
|
6.61K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-59- 0.58% |
$17.4K - $20K
|
10.2K
$4.16M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-60- 6.92% |
$17.7K - $20.3K
|
807
$329K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61- 0.49% |
$18K - $20.7K
|
12.3K
$5.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-61- 3.59% |
$18K - $20.7K
|
1.64K
$668K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-61- 9.08% |
$18K - $20.7K
|
611
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-62- 5.99% |
$18.3K - $21K
|
973
$397K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-62- 16.02% |
$18.3K - $21K
|
325
$133K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-63- 2.7% |
$18.5K - $21.4K
|
2.27K
$926K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-64- 1.63% |
$18.8K - $21.7K
|
3.87K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-64- 0.66% |
$18.8K - $21.7K
|
9.7K
$3.96M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-64- 5.99% |
$18.8K - $21.7K
|
1K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-66- 0.5% |
$19.4K - $22.4K
|
13.1K
$5.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-66- 3.88% |
$19.4K - $22.4K
|
1.64K
$668K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-67- 5.67% |
$19.7K - $22.7K
|
1.11K
$455K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-68- 7.22% |
$20K - $23.1K
|
874
$357K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-68- 1.68% |
$20K - $23.1K
|
3.98K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-70- 3.04% |
$20.6K - $23.7K
|
2.23K
$912K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-70- 0.27% |
$20.6K - $23.7K
|
26.1K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-70- 0.94% |
$20.6K - $23.7K
|
7.35K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 1.48% |
$20.6K - $23.7K
|
4.66K
$1.9M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-70- 0.66% |
$20.6K - $23.7K
|
10.5K
$4.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-71- 0.37% |
$20.9K - $24.1K
|
19K
$7.77M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 5.82% |
$20.9K - $24.1K
|
1.15K
$469K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-72- 3.55% |
$21.2K - $24.4K
|
1.96K
$798K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-72- 6.12% |
$21.2K - $24.4K
|
1.11K
$451K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-73- 1.56% |
$21.5K - $24.7K
|
4.61K
$1.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 1.25% |
$21.5K - $24.7K
|
5.79K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-73- 0.51% |
$21.5K - $24.7K
|
14.3K
$5.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-74- 10.0% |
$21.8K - $25.1K
|
666
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-74- 11.73% |
$21.8K - $25.1K
|
557
$227K
|