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 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-50- 3.76% |
$15.8K - $18.4K
|
1.28K
$511K
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-50- 2.99% |
$15.8K - $18.4K
|
1.62K
$649K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-50- 1.29% |
$15.8K - $18.4K
|
3.82K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-50- 1.36% |
$15.8K - $18.4K
|
3.62K
$1.44M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-50- 0.32% |
$15.8K - $18.4K
|
15.4K
$6.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 2.62% |
$15.8K - $18.4K
|
1.86K
$741K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 0.72% |
$15.8K - $18.4K
|
6.88K
$2.75M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-51- 0.71% |
$16.1K - $18.7K
|
7.13K
$2.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-51- 0.68% |
$16.1K - $18.7K
|
7.4K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-52- 0.84% |
$16.4K - $19.1K
|
6.16K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-52- 0.27% |
$16.4K - $19.1K
|
19.2K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-52- 0.98% |
$16.4K - $19.1K
|
5.24K
$2.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.52% |
$16.8K - $19.5K
|
10.2K
$4.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-53- 1.08% |
$16.8K - $19.5K
|
4.85K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-53- 0.8% |
$16.8K - $19.5K
|
6.61K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-53- 5.21% |
$16.8K - $19.5K
|
965
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-53- 80.3% |
$16.8K - $19.5K
|
13
$5.19K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 1.52% |
$17.4K - $20.2K
|
3.57K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-55- 0.6% |
$17.4K - $20.2K
|
9.12K
$3.64M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 3.97% |
$17.4K - $20.2K
|
1.33K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-55- 1.68% |
$17.4K - $20.2K
|
3.22K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 4.05% |
$18.3K - $21.3K
|
1.37K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-58- 1.94% |
$18.3K - $21.3K
|
2.94K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-60- 5.93% |
$19K - $22K
|
952
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-60- 8.81% |
$19K - $22K
|
621
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-60- 18.18% |
$19K - $22K
|
270
$108K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 1.15% |
$19.3K - $22.4K
|
5.22K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 1.68% |
$19.3K - $22.4K
|
3.57K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 2.57% |
$19.3K - $22.4K
|
2.31K
$922K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-62- 0.3% |
$19.6K - $22.8K
|
20.8K
$8.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-62- 3.49% |
$19.6K - $22.8K
|
1.72K
$685K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 6.91% |
$19.6K - $22.8K
|
835
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-62- 2.9% |
$19.6K - $22.8K
|
2.08K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-63- 1.63% |
$19.9K - $23.1K
|
3.8K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-64- 0.9% |
$20.2K - $23.5K
|
7.05K
$2.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-65- 1.87% |
$20.5K - $23.9K
|
3.41K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-65- 8.26% |
$20.5K - $23.9K
|
722
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-66- 0.27% |
$20.9K - $24.2K
|
24.4K
$9.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-67- 3.21% |
$21.2K - $24.6K
|
2.02K
$808K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-68- 7.61% |
$21.5K - $25K
|
826
$330K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-68- 0.32% |
$21.5K - $25K
|
21K
$8.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-68- 2.53% |
$21.5K - $25K
|
2.62K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-70- 1.39% |
$22.1K - $25.7K
|
4.97K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-70- 8.14% |
$22.1K - $25.7K
|
790
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 5.12% |
$22.1K - $25.7K
|
1.3K
$518K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-72- 3.71% |
$22.8K - $26.4K
|
1.87K
$747K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-72- 0.72% |
$22.8K - $26.4K
|
9.98K
$3.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-73- 0.66% |
$23.1K - $26.8K
|
11.1K
$4.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-74- 3.93% |
$23.4K - $27.2K
|
1.81K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-74- 1.61% |
$23.4K - $27.2K
|
4.53K
$1.81M
|