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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
316+ 12.26% |
$99.9K - $116K
|
2.89K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
303+ 3.08% |
$95.8K - $111K
|
10.1K
$4.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
294+ 1.46% |
$92.9K - $108K
|
20.4K
$8.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
292+ 24.27% |
$92.3K - $107K
|
1.5K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
291+ 1.33% |
$92K - $107K
|
22.2K
$8.96M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
290+ 15.42% |
$91.7K - $107K
|
2.17K
$877K
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
290+ 15.42% |
$91.7K - $107K
|
2.17K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
289+ 0.23% |
$91.4K - $106K
|
126K
$50.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
288+ 4.45% |
$91.1K - $106K
|
6.76K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 2.88% |
$90.7K - $105K
|
10.3K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
283+ 1.16% |
$89.5K - $104K
|
24.6K
$9.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
279+ 32.82% |
$88.2K - $102K
|
1.13K
$456K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
268+ 2.89% |
$84.7K - $98.4K
|
9.55K
$3.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
266+ 1.62% |
$84.1K - $97.7K
|
16.7K
$6.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
265+ 13.31% |
$83.8K - $97.3K
|
2.26K
$911K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
265+ 0.67% |
$83.8K - $97.3K
|
40K
$16.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
252+ 7.18% |
$79.7K - $92.6K
|
3.76K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
249+ 1.09% |
$78.7K - $91.5K
|
23.1K
$9.35M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
247+ 9.56% |
$78.1K - $90.7K
|
2.83K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
245+ 3.97% |
$77.5K - $90K
|
6.42K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
241+ 0.18% |
$76.2K - $88.5K
|
133K
$53.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
237+ 6.4% |
$74.9K - $87.1K
|
3.94K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
236+ 0.27% |
$74.6K - $86.7K
|
88.4K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
235+ 25.3% |
$74.3K - $86.3K
|
1.16K
$470K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
232+ 2.59% |
$73.3K - $85.2K
|
9.2K
$3.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
232+ 19.33% |
$73.3K - $85.2K
|
1.43K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
230+ 33.14% |
$72.7K - $84.5K
|
924
$373K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
225+ 13.8% |
$71.1K - $82.6K
|
1.86K
$749K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
225+ 5.2% |
$71.1K - $82.6K
|
4.56K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
223+ 14.91% |
$70.5K - $81.9K
|
1.72K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
218+ 7.18% |
$68.9K - $80.1K
|
3.26K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
213+ 2.74% |
$67.3K - $78.2K
|
7.98K
$3.22M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
206New |
$65.1K - $75.7K
|
206
$83.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
205+ 20.06% |
$64.8K - $75.3K
|
1.23K
$495K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
204+ 7.91% |
$64.5K - $74.9K
|
2.78K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
200+ 4.98% |
$63.2K - $73.5K
|
4.22K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
200+ 20.3% |
$63.2K - $73.5K
|
1.19K
$478K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
200+ 24.24% |
$63.2K - $73.5K
|
1.03K
$414K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
197+ 4.31% |
$62.3K - $72.4K
|
4.77K
$1.93M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
196+ 1.7% |
$62K - $72K
|
11.7K
$4.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
195New |
$61.6K - $71.6K
|
195
$78.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
194+ 0.66% |
$61.3K - $71.3K
|
29.6K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
190+ 42.22% |
$60.1K - $69.8K
|
640
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
189+ 1.05% |
$59.8K - $69.4K
|
18.3K
$7.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
186+ 10.08% |
$58.8K - $68.3K
|
2.03K
$821K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
186+ 13.81% |
$58.8K - $68.3K
|
1.53K
$619K
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
185+ 57.99% |
$58.5K - $68K
|
504
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
184+ 19.33% |
$58.2K - $67.6K
|
1.14K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
184+ 18.97% |
$58.2K - $67.6K
|
1.15K
$466K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
183+ 0.71% |
$57.9K - $67.2K
|
25.8K
$10.4M
|