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
|
Wms Partners, LLC
|
SELL
|
- |
-6- 0.14% |
$1.9K - $2.2K
|
4.17K
$1.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
SELL
|
- |
-7- 1.11% |
$2.21K - $2.57K
|
624
$252K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-7- 0.58% |
$2.21K - $2.57K
|
1.21K
$488K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.43% |
$2.21K - $2.57K
|
1.63K
$659K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-7- 0.87% |
$2.21K - $2.57K
|
795
$321K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.44% |
$2.21K - $2.57K
|
1.58K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-7- 0.34% |
$2.21K - $2.57K
|
2.07K
$838K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-7- 0.25% |
$2.21K - $2.57K
|
2.78K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7- 0.03% |
$2.21K - $2.57K
|
22.4K
$9.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.03% |
$2.53K - $2.94K
|
24.2K
$9.79M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-8- 0.07% |
$2.53K - $2.94K
|
11.8K
$4.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-8- 0.18% |
$2.53K - $2.94K
|
4.49K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.11% |
$2.53K - $2.94K
|
7.43K
$3M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-8- 0.27% |
$2.53K - $2.94K
|
3K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-8- 0.57% |
$2.53K - $2.94K
|
1.4K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-8- 1.02% |
$2.53K - $2.94K
|
780
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-9- 0.59% |
$2.85K - $3.31K
|
1.52K
$613K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9- 0.33% |
$2.85K - $3.31K
|
2.7K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.04% |
$2.85K - $3.31K
|
20.7K
$8.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.79% |
$3.16K - $3.67K
|
1.26K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-10- 1.09% |
$3.16K - $3.67K
|
907
$367K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-10- 1.56% |
$3.16K - $3.67K
|
630
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10- 0.24% |
$3.16K - $3.67K
|
4.09K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-10- 0.13% |
$3.16K - $3.67K
|
7.76K
$3.14M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-10- 0.07% |
$3.16K - $3.67K
|
14.4K
$5.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11- 0.4% |
$3.48K - $4.04K
|
2.77K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-11- 0.91% |
$3.48K - $4.04K
|
1.2K
$485K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-11- 0.26% |
$3.48K - $4.04K
|
4.26K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11- 0.38% |
$3.48K - $4.04K
|
2.88K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 0.07% |
$3.48K - $4.04K
|
15.5K
$6.26M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-12- 0.38% |
$3.79K - $4.41K
|
3.14K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-12- 0.06% |
$3.79K - $4.41K
|
18.7K
$7.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-12- 0.24% |
$3.79K - $4.41K
|
5.03K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-12- 0.32% |
$3.79K - $4.41K
|
3.68K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-12- 1.52% |
$3.79K - $4.41K
|
778
$315K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-12- 1.52% |
$3.79K - $4.41K
|
779
$315K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.72% |
$3.79K - $4.41K
|
1.65K
$666K
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12- 1.43% |
$3.79K - $4.41K
|
827
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.02% |
$4.11K - $4.78K
|
59.1K
$23.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 1.66% |
$4.11K - $4.78K
|
772
$312K
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13- 1.05% |
$4.11K - $4.78K
|
1.22K
$494K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 0.19% |
$4.43K - $5.14K
|
7.25K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.14% |
$4.43K - $5.14K
|
9.97K
$4.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-15- 1.51% |
$4.74K - $5.51K
|
981
$397K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-15- 0.33% |
$4.74K - $5.51K
|
4.6K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.39% |
$4.74K - $5.51K
|
3.85K
$1.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 2.98% |
$4.74K - $5.51K
|
488
$197K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16- 0.84% |
$5.06K - $5.88K
|
1.89K
$766K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16- 0.34% |
$5.06K - $5.88K
|
4.74K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 0.98% |
$5.06K - $5.88K
|
1.62K
$653K
|