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 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-924- 2.17% |
$272K - $313K
|
41.7K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-924- 4.49% |
$272K - $313K
|
19.7K
$7.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-952- 9.36% |
$280K - $323K
|
9.22K
$3.67M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-959- 7.79% |
$282K - $325K
|
11.4K
$4.52M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-974- 70.07% |
$287K - $330K
|
416
$166K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-984- 3.43% |
$290K - $334K
|
27.7K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-994- 3.88% |
$293K - $337K
|
24.6K
$9.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1K- 48.1% |
$294K - $339K
|
1.08K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.01K- 11.69% |
$298K - $343K
|
7.64K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.02K- 23.91% |
$299K - $344K
|
3.23K
$1.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 35.27% |
$303K - $349K
|
1.89K
$753K
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-1.03K- 11.21% |
$304K - $350K
|
8.18K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 15.95% |
$307K - $353K
|
5.49K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.07K- 2.97% |
$315K - $362K
|
34.9K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.08K- 0.47% |
$317K - $365K
|
229K
$91.1M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.1K- 8.24% |
$324K - $373K
|
12.2K
$4.87M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.11K- 6.66% |
$328K - $378K
|
15.6K
$6.22M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 1.85% |
$347K - $399K
|
62.3K
$24.8M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 6.42% |
$348K - $400K
|
17.2K
$6.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.18K- 4.82% |
$349K - $401K
|
23.4K
$9.31M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.19K- 12.7% |
$349K - $402K
|
8.15K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.2K- 38.2% |
$352K - $405K
|
1.94K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.2K- 53.43% |
$353K - $406K
|
1.04K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.2K- 5.9% |
$354K - $408K
|
19.2K
$7.65M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.2K- 1.88% |
$354K - $408K
|
62.8K
$25M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.22K- 8.78% |
$358K - $412K
|
12.6K
$5.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.22K- 8.28% |
$359K - $414K
|
13.5K
$5.38M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.23K- 3.89% |
$361K - $416K
|
30.3K
$12.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.23K- 7.23% |
$361K - $416K
|
15.7K
$6.27M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.23K- 15.74% |
$363K - $418K
|
6.6K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 0.36% |
$365K - $420K
|
346K
$138M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.25K- 54.14% |
$367K - $423K
|
1.06K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.29K- 61.06% |
$380K - $437K
|
822
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.31K- 10.53% |
$386K - $444K
|
11.1K
$4.43M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.33K- 96.87% |
$392K - $451K
|
43
$17.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.36K- 13.67% |
$400K - $461K
|
8.58K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.38K- 3.52% |
$406K - $468K
|
37.9K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.4K- 6.74% |
$413K - $476K
|
19.4K
$7.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.41K- 35.29% |
$414K - $477K
|
2.58K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.41K- 13.54% |
$416K - $479K
|
9.01K
$3.59M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.42K- 7.28% |
$418K - $481K
|
18.1K
$7.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.43K- 9.18% |
$422K - $485K
|
14.2K
$5.64M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.47K- 1.09% |
$432K - $497K
|
133K
$53M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.5K- 0.52% |
$442K - $509K
|
285K
$113M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.5K- 11.54% |
$442K - $509K
|
11.5K
$4.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 8.32% |
$445K - $512K
|
16.6K
$6.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.54K- 5.48% |
$452K - $521K
|
26.5K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.54K- 4.02% |
$454K - $523K
|
36.8K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.55K- 62.83% |
$457K - $526K
|
918
$366K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.55K- 7.59% |
$458K - $527K
|
18.9K
$7.53M
|