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 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-573- 4.18% |
$169K - $194K
|
13.1K
$5.23M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-574- 12.19% |
$169K - $195K
|
4.14K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-575- 1.51% |
$169K - $195K
|
37.4K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-579- 39.12% |
$170K - $196K
|
901
$359K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-580- 0.36% |
$171K - $197K
|
158K
$63.1M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-581- 14.87% |
$171K - $197K
|
3.33K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-585- 12.72% |
$172K - $198K
|
4.02K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-587- 6.06% |
$173K - $199K
|
9.1K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-589- 2.51% |
$173K - $200K
|
22.9K
$9.12M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-598- 2.12% |
$176K - $203K
|
27.7K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 1.17% |
$178K - $204K
|
50.9K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-605- 0.54% |
$178K - $205K
|
112K
$44.8M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-607- 39.26% |
$179K - $206K
|
939
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-612- 1.66% |
$180K - $207K
|
36.2K
$14.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-614- 53.67% |
$181K - $208K
|
530
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-614- 13.86% |
$181K - $208K
|
3.82K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-617- 4.78% |
$182K - $209K
|
12.3K
$4.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-619- 15.57% |
$182K - $210K
|
3.36K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-625- 41.97% |
$184K - $212K
|
864
$344K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-629- 2.72% |
$185K - $213K
|
22.5K
$8.95M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-639- 1.21% |
$188K - $217K
|
52K
$20.7M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-639- 25.14% |
$188K - $217K
|
1.9K
$758K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-639- 2.21% |
$188K - $217K
|
28.2K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-643- 1.47% |
$189K - $218K
|
43.2K
$17.2M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-650- 7.93% |
$191K - $220K
|
7.55K
$3M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-699- 23.1% |
$206K - $237K
|
2.33K
$926K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-701- 2.92% |
$206K - $238K
|
23.3K
$9.28M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-714- 2.47% |
$210K - $242K
|
28.2K
$11.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 20.71% |
$212K - $244K
|
2.75K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-729- 1.17% |
$215K - $247K
|
61.8K
$24.6M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-743- 2.63% |
$219K - $252K
|
27.5K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-751- 0.93% |
$221K - $255K
|
79.6K
$31.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-752- 18.97% |
$221K - $255K
|
3.21K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-753- 20.65% |
$222K - $255K
|
2.89K
$1.15M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-760- 7.49% |
$224K - $258K
|
9.38K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-789- 3.06% |
$232K - $267K
|
25K
$9.95M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-802- 0.64% |
$236K - $272K
|
125K
$49.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-818- 0.72% |
$241K - $277K
|
113K
$45.2M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-820- 40.59% |
$241K - $278K
|
1.2K
$478K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-840- 57.57% |
$247K - $285K
|
619
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-842- 0.95% |
$248K - $285K
|
87.3K
$34.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-846- 7.26% |
$249K - $287K
|
10.8K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-850- 1.19% |
$250K - $288K
|
70.6K
$28.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-857- 3.36% |
$252K - $291K
|
24.7K
$9.82M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-874- 36.03% |
$257K - $296K
|
1.55K
$618K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-884- 8.85% |
$260K - $300K
|
9.11K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-893- 4.71% |
$263K - $303K
|
18.1K
$7.2M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-905- 5.73% |
$266K - $307K
|
14.9K
$5.93M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-909- 80.44% |
$268K - $308K
|
221
$88K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-909- 7.18% |
$268K - $308K
|
11.8K
$4.68M
|