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 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
70+ 7.61% |
$22.1K - $25.7K
|
990
$463K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
70+ 2.5% |
$22.1K - $25.7K
|
2.87K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
68+ 8.43% |
$21.5K - $25K
|
875
$409K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
68+ 0.92% |
$21.5K - $25K
|
7.42K
$3.47M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
67+ 0.83% |
$21.2K - $24.6K
|
8.18K
$3.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66+ 104.76% |
$20.9K - $24.2K
|
129
$60.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
66+ 6.88% |
$20.9K - $24.2K
|
1.03K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
64+ 5.57% |
$20.2K - $23.5K
|
1.21K
$568K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64+ 188.24% |
$20.2K - $23.5K
|
98
$45.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
63+ 4.98% |
$19.9K - $23.1K
|
1.33K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
63+ 0.7% |
$19.9K - $23.1K
|
9.12K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
60+ 0.79% |
$19K - $22K
|
7.64K
$3.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
59+ 8.49% |
$18.7K - $21.7K
|
754
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
58+ 0.15% |
$18.3K - $21.3K
|
38K
$17.8M
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
57New |
$18K - $20.9K
|
57
$26.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
55+ 2.39% |
$17.4K - $20.2K
|
2.36K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.5% |
$17.4K - $20.2K
|
3.73K
$1.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
53+ 0.61% |
$16.8K - $19.5K
|
8.79K
$4.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
53+ 2.26% |
$16.8K - $19.5K
|
2.39K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
52+ 1.81% |
$16.4K - $19.1K
|
2.93K
$1.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
51+ 0.31% |
$16.1K - $18.7K
|
16.7K
$7.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.91% |
$15.8K - $18.4K
|
1.77K
$827K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
50+ 3.19% |
$15.8K - $18.4K
|
1.62K
$757K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
50+ 1.5% |
$15.8K - $18.4K
|
3.38K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
50+ 0.66% |
$15.8K - $18.4K
|
7.68K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
50+ 6.99% |
$15.8K - $18.4K
|
765
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
49+ 3.62% |
$15.5K - $18K
|
1.4K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
48+ 5.29% |
$15.2K - $17.6K
|
955
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
47+ 7.69% |
$14.9K - $17.3K
|
658
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
46New |
$14.5K - $16.9K
|
46
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
46+ 7.46% |
$14.5K - $16.9K
|
663
$310K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46+ 2.27% |
$14.5K - $16.9K
|
2.08K
$971K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
46+ 7.46% |
$14.5K - $16.9K
|
663
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
44+ 7.01% |
$13.9K - $16.2K
|
672
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
44+ 18.57% |
$13.9K - $16.2K
|
281
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
44+ 3.2% |
$13.9K - $16.2K
|
1.42K
$664K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
43+ 0.8% |
$13.6K - $15.8K
|
5.41K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
41+ 2.2% |
$13K - $15.1K
|
1.9K
$890K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 4.66% |
$12.6K - $14.7K
|
899
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
38+ 1.18% |
$12K - $14K
|
3.25K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38+ 1.6% |
$12K - $14K
|
2.41K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.17% |
$12K - $14K
|
22.7K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
37+ 3.61% |
$11.7K - $13.6K
|
1.06K
$497K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36+ 46.75% |
$11.4K - $13.2K
|
113
$52.9K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
36+ 2.32% |
$11.4K - $13.2K
|
1.59K
$744K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
35+ 0.74% |
$11.1K - $12.9K
|
4.76K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
34+ 1.17% |
$10.7K - $12.5K
|
2.93K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
34+ 0.25% |
$10.7K - $12.5K
|
13.4K
$6.26M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
33+ 4.36% |
$10.4K - $12.1K
|
790
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
32+ 5.24% |
$10.1K - $11.8K
|
643
$301K
|