Purchases and Sales Made in Q2 2024 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q2 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 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2M+ 8.31% |
$632M - $734M
|
26.1M
$12.2B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85M+ 7.66% |
$586M - $681M
|
26.1M
$12.2B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.85M+ 7.66% |
$586M - $681M
|
26.1M
$12.2B
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.49M+ 3987.11% |
$472M - $549M
|
1.53M
$716M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.11M+ 601.83% |
$351M - $408M
|
1.29M
$605M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
634K+ 5391.47% |
$200M - $233M
|
646K
$302M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
487K+ 307.07% |
$154M - $179M
|
646K
$302M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
456K+ 28897.34% |
$144M - $167M
|
457K
$214M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
342K+ 98.93% |
$108M - $126M
|
687K
$322M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
234K+ 3.45% |
$73.9M - $85.9M
|
7M
$3.28B
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
222K+ 292.95% |
$70.2M - $81.6M
|
298K
$139M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
196KNew |
$62M - $72M
|
196K
$91.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
190K+ 4.36% |
$60.2M - $69.9M
|
4.56M
$2.13B
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
155K+ 154.42% |
$49M - $56.9M
|
255K
$119M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133KNew |
$42M - $48.8M
|
133K
$62.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
125KNew |
$39.5M - $45.9M
|
125K
$58.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
99.8K+ 63.11% |
$31.6M - $36.7M
|
258K
$121M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99.3K+ 13.6% |
$31.4M - $36.5M
|
830K
$388M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.7K+ 3.97% |
$26.8M - $31.1M
|
2.22M
$1.04B
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
83.9KNew |
$26.5M - $30.8M
|
83.9K
$39.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
75.6K+ 43.96% |
$23.9M - $27.8M
|
248K
$116M
|
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
75.2KNew |
$23.8M - $27.6M
|
75.2K
$35.2M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
71.4K+ 3594.51% |
$22.6M - $26.2M
|
73.4K
$34.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
70.3K+ 50.91% |
$22.2M - $25.8M
|
208K
$97.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
68K+ 243.55% |
$21.5M - $25M
|
95.9K
$44.9M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
67.8K+ 65.27% |
$21.4M - $24.9M
|
172K
$80.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
66.3K+ 65.67% |
$21M - $24.4M
|
167K
$78.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
64.9K+ 13.03% |
$20.5M - $23.8M
|
563K
$263M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 2.12% |
$19.2M - $22.3M
|
2.92M
$1.37B
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
60K+ 7.94% |
$19M - $22M
|
816K
$382M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.2KNew |
$17.8M - $20.6M
|
56.2K
$26.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
54.3K+ 3.37% |
$17.2M - $19.9M
|
1.66M
$779M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
53.6KNew |
$16.9M - $19.7M
|
53.6K
$25.1M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
48.4K+ 1.76% |
$15.3M - $17.8M
|
2.8M
$1.31B
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
46.7K+ 10.43% |
$14.8M - $17.2M
|
494K
$231M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.5KNew |
$13.8M - $16M
|
43.5K
$20.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
43.3K+ 11.91% |
$13.7M - $15.9M
|
407K
$190M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
42.6KNew |
$13.5M - $15.6M
|
42.6K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37.1KNew |
$11.7M - $13.6M
|
37.1K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.4K+ 1150.84% |
$11.5M - $13.4M
|
39.5K
$18.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.5KNew |
$9.95M - $11.6M
|
31.5K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.3K+ 16.89% |
$9.88M - $11.5M
|
216K
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
30.3K+ 19.46% |
$9.58M - $11.1M
|
186K
$87M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 425.76% |
$9.29M - $10.8M
|
36.3K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
29.4K+ 12.16% |
$9.28M - $10.8M
|
271K
$127M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.9K+ 139.27% |
$9.13M - $10.6M
|
49.6K
$23.2M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
28.9K+ 139.27% |
$9.13M - $10.6M
|
49.6K
$23.2M
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
28.8K+ 29.64% |
$9.1M - $10.6M
|
126K
$58.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
28.3K+ 154.87% |
$8.94M - $10.4M
|
46.5K
$21.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.6K+ 0.41% |
$8.1M - $9.41M
|
6.23M
$2.91B
|