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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
109+ 0.44% |
$34.5K - $40K
|
25.1K
$10.1M
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
108+ 3.79% |
$34.1K - $39.7K
|
2.96K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
106+ 0.38% |
$33.5K - $38.9K
|
27.8K
$11.2M
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
105+ 5.59% |
$33.2K - $38.6K
|
1.98K
$801K
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
105+ 6.26% |
$33.2K - $38.6K
|
1.78K
$720K
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
105+ 2.92% |
$33.2K - $38.6K
|
3.7K
$1.5M
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
103+ 13.17% |
$32.6K - $37.8K
|
885
$357K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
102+ 0.94% |
$32.2K - $37.5K
|
10.9K
$4.41M
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
100+ 2.84% |
$31.6K - $36.7K
|
3.63K
$1.46M
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100+ 3.01% |
$31.6K - $36.7K
|
3.42K
$1.38M
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
100+ 0.32% |
$31.6K - $36.7K
|
31.1K
$12.6M
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
99+ 0.73% |
$31.3K - $36.4K
|
13.6K
$5.51M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
96+ 1.9% |
$30.4K - $35.3K
|
5.14K
$2.07M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
96+ 0.6% |
$30.4K - $35.3K
|
16K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
96+ 1.9% |
$30.4K - $35.3K
|
5.15K
$2.08M
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
95+ 7.62% |
$30K - $34.9K
|
1.34K
$542K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95+ 1.99% |
$30K - $34.9K
|
4.88K
$1.97M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
94+ 0.26% |
$29.7K - $34.5K
|
36.9K
$14.9M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
93+ 1.04% |
$29.4K - $34.2K
|
9.05K
$3.66M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
92+ 2.02% |
$29.1K - $33.8K
|
4.65K
$1.88M
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
91+ 4.13% |
$28.8K - $33.4K
|
2.29K
$925K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.07% |
$28.5K - $33.1K
|
124K
$50M
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
89+ 2.94% |
$28.1K - $32.7K
|
3.12K
$1.26M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
88+ 1.2% |
$27.8K - $32.3K
|
7.44K
$3M
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
87+ 0.69% |
$27.5K - $32K
|
12.7K
$5.13M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
86+ 3.92% |
$27.2K - $31.6K
|
2.28K
$920K
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
85+ 5.16% |
$26.9K - $31.2K
|
1.73K
$699K
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
83+ 7.96% |
$26.2K - $30.5K
|
1.13K
$455K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
82+ 0.91% |
$25.9K - $30.1K
|
9.11K
$3.68M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
80+ 5.14% |
$25.3K - $29.4K
|
1.64K
$661K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
80+ 13.33% |
$25.3K - $29.4K
|
680
$275K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
78+ 0.72% |
$24.7K - $28.7K
|
10.8K
$4.38M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
78+ 1.86% |
$24.7K - $28.7K
|
4.27K
$1.73M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
76+ 0.36% |
$24K - $27.9K
|
21.2K
$8.55M
|
|
Jul 24, 2024
Q2 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
75+ 9.26% |
$23.7K - $27.5K
|
885
$357K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 3.85% |
$23.4K - $27.2K
|
2K
$807K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
74+ 0.64% |
$23.4K - $27.2K
|
11.6K
$4.69M
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
72+ 1.03% |
$22.8K - $26.4K
|
7.06K
$2.85M
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
72+ 2.22% |
$22.8K - $26.4K
|
3.31K
$1.34M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71+ 3.06% |
$22.4K - $26.1K
|
2.39K
$964K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70+ 7.61% |
$22.1K - $25.7K
|
990
$400K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70+ 2.5% |
$22.1K - $25.7K
|
2.87K
$1.16M
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 8.43% |
$21.5K - $25K
|
875
$353K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68+ 0.92% |
$21.5K - $25K
|
7.42K
$3M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
67+ 0.83% |
$21.2K - $24.6K
|
8.18K
$3.3M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66+ 104.76% |
$20.9K - $24.2K
|
129
$52.1K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
66+ 6.88% |
$20.9K - $24.2K
|
1.03K
$414K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
64+ 5.57% |
$20.2K - $23.5K
|
1.21K
$490K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64+ 188.24% |
$20.2K - $23.5K
|
98
$39.6K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
63+ 4.98% |
$19.9K - $23.1K
|
1.33K
$537K
|