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 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-35- 0.36% |
$11.1K - $12.9K
|
9.58K
$3.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-35- 0.53% |
$11.1K - $12.9K
|
6.6K
$2.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-35- 5.07% |
$11.1K - $12.9K
|
655
$265K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-35- 1.34% |
$11.1K - $12.9K
|
2.59K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 1.29% |
$11.1K - $12.9K
|
2.68K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-35- 1.36% |
$11.1K - $12.9K
|
2.54K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-35- 0.11% |
$11.1K - $12.9K
|
32.6K
$13.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 0.28% |
$11.7K - $13.6K
|
13.4K
$5.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-37- 0.55% |
$11.7K - $13.6K
|
6.69K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-37- 1.09% |
$11.7K - $13.6K
|
3.37K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-38- 2.28% |
$12K - $14K
|
1.63K
$659K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-39- 1.92% |
$12.3K - $14.3K
|
2K
$807K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-39- 0.6% |
$12.3K - $14.3K
|
6.47K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-40- 2.34% |
$12.6K - $14.7K
|
1.67K
$674K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-40- 3.54% |
$12.6K - $14.7K
|
1.09K
$441K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-40- 2.02% |
$12.6K - $14.7K
|
1.94K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-40- 1.27% |
$12.6K - $14.7K
|
3.12K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-41- 2.37% |
$13K - $15.1K
|
1.69K
$684K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-41- 7.4% |
$13K - $15.1K
|
513
$207K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-42- 3.01% |
$13.3K - $15.4K
|
1.36K
$548K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-42- 0.77% |
$13.3K - $15.4K
|
5.38K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-42- 15.73% |
$13.3K - $15.4K
|
225
$91K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-42- 1.01% |
$13.3K - $15.4K
|
4.11K
$1.66M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 3.77% |
$13.6K - $15.8K
|
1.1K
$444K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-43- 2.18% |
$13.6K - $15.8K
|
1.93K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-43- 3.73% |
$13.6K - $15.8K
|
1.11K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-43- 0.47% |
$13.6K - $15.8K
|
9.06K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-43- 0.69% |
$13.6K - $15.8K
|
6.2K
$2.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-44- 0.65% |
$13.9K - $16.2K
|
6.72K
$2.72M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-44- 0.69% |
$13.9K - $16.2K
|
6.29K
$2.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-44- 3.56% |
$13.9K - $16.2K
|
1.19K
$482K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-44- 3.87% |
$13.9K - $16.2K
|
1.09K
$442K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-44- 0.21% |
$13.9K - $16.2K
|
20.9K
$8.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-48- 2.17% |
$15.2K - $17.6K
|
2.17K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-48- 1.35% |
$15.2K - $17.6K
|
3.51K
$1.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-49- 2.86% |
$15.5K - $18K
|
1.66K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-49- 5.72% |
$15.5K - $18K
|
807
$326K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 0.18% |
$15.8K - $18.4K
|
28.5K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-50- 3.76% |
$15.8K - $18.4K
|
1.28K
$518K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-50- 2.99% |
$15.8K - $18.4K
|
1.62K
$657K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 1.29% |
$15.8K - $18.4K
|
3.82K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-50- 1.36% |
$15.8K - $18.4K
|
3.62K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-50- 0.32% |
$15.8K - $18.4K
|
15.4K
$6.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 2.62% |
$15.8K - $18.4K
|
1.86K
$750K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 0.72% |
$15.8K - $18.4K
|
6.88K
$2.78M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-51- 0.71% |
$16.1K - $18.7K
|
7.13K
$2.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-51- 0.68% |
$16.1K - $18.7K
|
7.4K
$2.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-52- 0.84% |
$16.4K - $19.1K
|
6.16K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-52- 0.27% |
$16.4K - $19.1K
|
19.2K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-52- 0.98% |
$16.4K - $19.1K
|
5.24K
$2.12M
|