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 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.52% |
$16.8K - $19.5K
|
10.2K
$4.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-53- 1.08% |
$16.8K - $19.5K
|
4.85K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-53- 0.8% |
$16.8K - $19.5K
|
6.61K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-53- 5.21% |
$16.8K - $19.5K
|
965
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-53- 80.3% |
$16.8K - $19.5K
|
13
$5.26K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 1.52% |
$17.4K - $20.2K
|
3.57K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-55- 0.6% |
$17.4K - $20.2K
|
9.12K
$3.69M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 3.97% |
$17.4K - $20.2K
|
1.33K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-55- 1.68% |
$17.4K - $20.2K
|
3.22K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 4.05% |
$18.3K - $21.3K
|
1.37K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-58- 1.94% |
$18.3K - $21.3K
|
2.94K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-60- 5.93% |
$19K - $22K
|
952
$385K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-60- 8.81% |
$19K - $22K
|
621
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-60- 18.18% |
$19K - $22K
|
270
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 1.15% |
$19.3K - $22.4K
|
5.22K
$2.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 1.68% |
$19.3K - $22.4K
|
3.57K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-61- 2.57% |
$19.3K - $22.4K
|
2.31K
$934K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-62- 0.3% |
$19.6K - $22.8K
|
20.8K
$8.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-62- 3.49% |
$19.6K - $22.8K
|
1.72K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-62- 6.91% |
$19.6K - $22.8K
|
835
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-62- 2.9% |
$19.6K - $22.8K
|
2.08K
$840K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-63- 1.63% |
$19.9K - $23.1K
|
3.8K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-64- 0.9% |
$20.2K - $23.5K
|
7.05K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-65- 1.87% |
$20.5K - $23.9K
|
3.41K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-65- 8.26% |
$20.5K - $23.9K
|
722
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-66- 0.27% |
$20.9K - $24.2K
|
24.4K
$9.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-67- 3.21% |
$21.2K - $24.6K
|
2.02K
$818K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-68- 7.61% |
$21.5K - $25K
|
826
$334K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-68- 0.32% |
$21.5K - $25K
|
21K
$8.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-68- 2.53% |
$21.5K - $25K
|
2.62K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-70- 1.39% |
$22.1K - $25.7K
|
4.97K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-70- 8.14% |
$22.1K - $25.7K
|
790
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 5.12% |
$22.1K - $25.7K
|
1.3K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-72- 3.71% |
$22.8K - $26.4K
|
1.87K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-72- 0.72% |
$22.8K - $26.4K
|
9.98K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-73- 0.66% |
$23.1K - $26.8K
|
11.1K
$4.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-74- 3.93% |
$23.4K - $27.2K
|
1.81K
$732K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-74- 1.61% |
$23.4K - $27.2K
|
4.53K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-74- 7.04% |
$23.4K - $27.2K
|
977
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-75- 0.27% |
$23.7K - $27.5K
|
27.8K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-75- 7.99% |
$23.7K - $27.5K
|
864
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-75- 2.13% |
$23.7K - $27.5K
|
3.44K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-75- 4.12% |
$23.7K - $27.5K
|
1.75K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-75- 3.24% |
$23.7K - $27.5K
|
2.24K
$906K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-76- 1.52% |
$24K - $27.9K
|
4.94K
$2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-77- 2.54% |
$24.3K - $28.3K
|
2.96K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-78- 1.44% |
$24.7K - $28.7K
|
5.34K
$2.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-79- 1.67% |
$25K - $29K
|
4.65K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-80- 0.4% |
$25.3K - $29.4K
|
20K
$8.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-80- 6.04% |
$25.3K - $29.4K
|
1.25K
$503K
|