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 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
182+ 2.2% |
$57.5K - $66.9K
|
8.46K
$3.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
181New |
$57.2K - $66.5K
|
181
$73.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
178+ 2.14% |
$56.3K - $65.4K
|
8.48K
$3.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
176+ 1.42% |
$55.6K - $64.7K
|
12.5K
$5.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
173+ 5.78% |
$54.7K - $63.5K
|
3.16K
$1.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$54.1K - $62.8K
|
171
$69K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
170+ 29.62% |
$53.7K - $62.4K
|
744
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
167+ 2.25% |
$52.8K - $61.3K
|
7.59K
$3.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
165+ 4.89% |
$52.2K - $60.6K
|
3.54K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
162+ 18.84% |
$51.2K - $59.5K
|
1.02K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
162+ 4.15% |
$51.2K - $59.5K
|
4.07K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
161+ 0.42% |
$50.9K - $59.1K
|
38.8K
$15.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
160+ 84.21% |
$50.6K - $58.8K
|
350
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
159+ 10.08% |
$50.3K - $58.4K
|
1.74K
$701K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
154+ 3.44% |
$48.7K - $56.6K
|
4.63K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
154+ 1.17% |
$48.7K - $56.6K
|
13.3K
$5.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
154+ 11.1% |
$48.7K - $56.6K
|
1.54K
$622K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
151+ 11.97% |
$47.7K - $55.5K
|
1.41K
$571K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
151+ 4.09% |
$47.7K - $55.5K
|
3.85K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
150+ 0.65% |
$47.4K - $55.1K
|
23.3K
$9.39M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
148+ 0.23% |
$46.8K - $54.4K
|
64.1K
$25.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
146+ 0.55% |
$46.2K - $53.6K
|
26.5K
$10.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
145New |
$45.8K - $53.3K
|
145
$58.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
142+ 6.87% |
$44.9K - $52.2K
|
2.21K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
141+ 15.72% |
$44.6K - $51.8K
|
1.04K
$419K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
140+ 0.44% |
$44.3K - $51.4K
|
32.2K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
139+ 7.56% |
$43.9K - $51.1K
|
1.98K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
137+ 7.37% |
$43.3K - $50.3K
|
2K
$806K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
136+ 0.5% |
$43K - $50K
|
27.6K
$11.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
135+ 5.51% |
$42.7K - $49.6K
|
2.59K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
133+ 0.77% |
$42K - $48.9K
|
17.4K
$7.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
130+ 10.33% |
$41.1K - $47.8K
|
1.39K
$561K
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
130+ 0.23% |
$41.1K - $47.8K
|
55.9K
$22.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
130New |
$41.1K - $47.8K
|
130
$52.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
130New |
$41.1K - $47.8K
|
130
$52.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
128+ 8.77% |
$40.5K - $47K
|
1.59K
$641K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
128+ 5.28% |
$40.5K - $47K
|
2.55K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
120+ 11.27% |
$37.9K - $44.1K
|
1.19K
$478K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
119+ 0.23% |
$37.6K - $43.7K
|
51.1K
$20.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
119New |
$37.6K - $43.7K
|
119
$48.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
118+ 5.34% |
$37.3K - $43.3K
|
2.33K
$939K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
118+ 3.47% |
$37.3K - $43.3K
|
3.52K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
115+ 0.62% |
$36.4K - $42.2K
|
18.8K
$7.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
114+ 6.79% |
$36K - $41.9K
|
1.79K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
114New |
$36K - $41.9K
|
114
$46K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
113+ 1.61% |
$35.7K - $41.5K
|
7.12K
$2.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 1.64% |
$35.4K - $41.1K
|
6.95K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
112+ 0.1% |
$35.4K - $41.1K
|
108K
$43.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
111+ 90.98% |
$35.1K - $40.8K
|
233
$94.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$34.5K - $40K
|
109
$44K
|