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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-78- 1.18% |
$23K - $26.4K
|
6.51K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-78- 1.47% |
$23K - $26.4K
|
5.24K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-78- 0.2% |
$23K - $26.4K
|
38.5K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-79- 2.48% |
$23.3K - $26.8K
|
3.11K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-79- 5.08% |
$23.3K - $26.8K
|
1.48K
$588K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-80- 0.83% |
$23.6K - $27.1K
|
9.51K
$3.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-80- 6.61% |
$23.6K - $27.1K
|
1.13K
$450K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-80- 0.35% |
$23.6K - $27.1K
|
23.1K
$9.2M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-80- 0.43% |
$23.6K - $27.1K
|
18.6K
$7.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-81- 3.0% |
$23.8K - $27.5K
|
2.62K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-81- 2.05% |
$23.8K - $27.5K
|
3.87K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 3.79% |
$23.8K - $27.5K
|
2.06K
$818K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-82- 0.31% |
$24.1K - $27.8K
|
26.3K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-82- 6.94% |
$24.1K - $27.8K
|
1.1K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-82- 4.35% |
$24.1K - $27.8K
|
1.8K
$717K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-84- 1.23% |
$24.7K - $28.5K
|
6.73K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-84- 6.81% |
$24.7K - $28.5K
|
1.15K
$458K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-84- 0.77% |
$24.7K - $28.5K
|
10.9K
$4.33M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-85- 3.17% |
$25K - $28.8K
|
2.6K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-85- 8.75% |
$25K - $28.8K
|
886
$353K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-86- 2.37% |
$25.3K - $29.2K
|
3.54K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-86- 0.99% |
$25.3K - $29.2K
|
8.57K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-88- 7.62% |
$25.9K - $29.8K
|
1.07K
$425K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-89- 2.63% |
$26.2K - $30.2K
|
3.3K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-90- 0.17% |
$26.5K - $30.5K
|
53K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-90- 1.98% |
$26.5K - $30.5K
|
4.45K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-90- 0.28% |
$26.5K - $30.5K
|
32.1K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-91- 1.68% |
$26.8K - $30.8K
|
5.33K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-92- 5.34% |
$27.1K - $31.2K
|
1.63K
$649K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-92- 1.45% |
$27.1K - $31.2K
|
6.24K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-93- 8.31% |
$27.4K - $31.5K
|
1.03K
$409K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-94- 2.82% |
$27.7K - $31.9K
|
3.24K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-95- 0.31% |
$28K - $32.2K
|
31K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-96- 9.12% |
$28.3K - $32.5K
|
957
$381K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-97- 0.79% |
$28.6K - $32.9K
|
12.2K
$4.85M
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-97- 0.73% |
$28.6K - $32.9K
|
13.2K
$5.26M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-97- 10.92% |
$28.6K - $32.9K
|
791
$315K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-97- 1.21% |
$28.6K - $32.9K
|
7.92K
$3.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-98- 0.64% |
$28.9K - $33.2K
|
15.1K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-98- 0.42% |
$28.9K - $33.2K
|
23.5K
$9.34M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-98- 4.96% |
$28.9K - $33.2K
|
1.88K
$748K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-98- 0.78% |
$28.9K - $33.2K
|
12.4K
$4.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 5.65% |
$29.4K - $33.9K
|
1.67K
$665K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 8.4% |
$29.4K - $33.9K
|
1.09K
$434K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 12.14% |
$29.4K - $33.9K
|
724
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-100- 8.08% |
$29.4K - $33.9K
|
1.14K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 11.09% |
$29.4K - $33.9K
|
802
$319K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-100- 0.97% |
$29.4K - $33.9K
|
10.2K
$4.08M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100- 3.86% |
$29.4K - $33.9K
|
2.49K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 12.5% |
$29.4K - $33.9K
|
700
$279K
|