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 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
26+ 0.12% |
$8.22K - $9.55K
|
22.5K
$9.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 2.09% |
$7.59K - $8.82K
|
1.17K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
24+ 3.75% |
$7.59K - $8.82K
|
664
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
22+ 0.45% |
$6.96K - $8.08K
|
4.94K
$2M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.86% |
$6.96K - $8.08K
|
2.58K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
22New |
$6.96K - $8.08K
|
22
$8.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
21New |
$6.64K - $7.71K
|
21
$8.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21+ 2.09% |
$6.64K - $7.71K
|
1.03K
$414K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
20+ 0.11% |
$6.32K - $7.35K
|
17.4K
$7.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.4% |
$6.32K - $7.35K
|
5.02K
$2.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.17% |
$6.32K - $7.35K
|
11.7K
$4.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
20+ 0.66% |
$6.32K - $7.35K
|
3.06K
$1.24M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
20+ 0.99% |
$6.32K - $7.35K
|
2.04K
$827K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
19+ 1.02% |
$6.01K - $6.98K
|
1.88K
$759K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
18New |
$5.69K - $6.61K
|
18
$7.28K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18+ 29.51% |
$5.69K - $6.61K
|
79
$31.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17New |
$5.37K - $6.24K
|
17
$6.87K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
17+ 2.11% |
$5.37K - $6.24K
|
821
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
16+ 1.61% |
$5.06K - $5.88K
|
1.01K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
16+ 1.6% |
$5.06K - $5.88K
|
1.02K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16+ 1.24% |
$5.06K - $5.88K
|
1.31K
$529K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
15+ 0.46% |
$4.74K - $5.51K
|
3.29K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.25% |
$4.43K - $5.14K
|
1.13K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
14+ 0.84% |
$4.43K - $5.14K
|
1.67K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14+ 0.04% |
$4.43K - $5.14K
|
32.1K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.11% |
$4.43K - $5.14K
|
12.3K
$4.96M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
13New |
$4.11K - $4.78K
|
13
$5.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.09% |
$4.11K - $4.78K
|
14.9K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
13+ 0.08% |
$4.11K - $4.78K
|
17.1K
$6.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
12+ 1.6% |
$3.79K - $4.41K
|
764
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
12+ 0.11% |
$3.79K - $4.41K
|
11.3K
$4.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Consulate, Inc
|
BUY
|
- |
11+ 0.95% |
$3.48K - $4.04K
|
1.17K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
11+ 0.24% |
$3.48K - $4.04K
|
4.65K
$1.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.45% |
$3.48K - $4.04K
|
2.48K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10+ 1.09% |
$3.16K - $3.67K
|
927
$375K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.06% |
$3.16K - $3.67K
|
17.1K
$6.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
10+ 0.53% |
$3.16K - $3.67K
|
1.88K
$762K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 0.46% |
$2.53K - $2.94K
|
1.74K
$702K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
8+ 0.11% |
$2.53K - $2.94K
|
6.97K
$2.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.06% |
$2.53K - $2.94K
|
13.1K
$5.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 4.73% |
$2.53K - $2.94K
|
177
$71.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
8+ 0.84% |
$2.53K - $2.94K
|
957
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
8+ 0.07% |
$2.53K - $2.94K
|
11.1K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
7+ 0.64% |
$2.21K - $2.57K
|
1.11K
$448K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 1.01% |
$1.9K - $2.2K
|
599
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.06% |
$1.9K - $2.2K
|
10.1K
$4.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.12% |
$1.9K - $2.2K
|
5.09K
$2.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6+ 0.05% |
$1.9K - $2.2K
|
13.2K
$5.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.34% |
$1.9K - $2.2K
|
1.8K
$726K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5+ 0.11% |
$1.58K - $1.84K
|
4.58K
$1.85M
|