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
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-80- 6.69% |
$25.3K - $29.4K
|
1.12K
$451K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-82- 6.65% |
$25.9K - $30.1K
|
1.15K
$466K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83- 1.85% |
$26.2K - $30.5K
|
4.4K
$1.78M
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-83- 0.39% |
$26.2K - $30.5K
|
21.4K
$8.66M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-84- 21.88% |
$26.6K - $30.9K
|
300
$121K
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-85- 1.08% |
$26.9K - $31.2K
|
7.8K
$3.16M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-86- 3.02% |
$27.2K - $31.6K
|
2.76K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-87- 8.29% |
$27.5K - $32K
|
962
$389K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-87- 1.41% |
$27.5K - $32K
|
6.08K
$2.46M
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-88- 0.32% |
$27.8K - $32.3K
|
27.8K
$11.2M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-90- 1.25% |
$28.5K - $33.1K
|
7.11K
$2.87M
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-90- 10.25% |
$28.5K - $33.1K
|
788
$319K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-93- 4.45% |
$29.4K - $34.2K
|
2K
$808K
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 1.17% |
$29.4K - $34.2K
|
7.88K
$3.19M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-93- 17.1% |
$29.4K - $34.2K
|
451
$182K
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-93- 0.12% |
$29.4K - $34.2K
|
77K
$31.1M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-93- 6.55% |
$29.4K - $34.2K
|
1.33K
$536K
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 2.89% |
$30.7K - $35.6K
|
3.26K
$1.32M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-97- 15.09% |
$30.7K - $35.6K
|
546
$221K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-97- 8.43% |
$30.7K - $35.6K
|
1.05K
$426K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-97- 1.55% |
$30.7K - $35.6K
|
6.15K
$2.49M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-97- 14.24% |
$30.7K - $35.6K
|
584
$236K
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-98- 8.6% |
$31K - $36K
|
1.04K
$421K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-99- 1.06% |
$31.3K - $36.4K
|
9.23K
$3.73M
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 14.37% |
$31.6K - $36.7K
|
596
$241K
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 25.97% |
$31.6K - $36.7K
|
285
$115K
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-100- 3.27% |
$31.6K - $36.7K
|
2.96K
$1.2M
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-101- 8.25% |
$31.9K - $37.1K
|
1.12K
$454K
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-102- 0.43% |
$32.2K - $37.5K
|
23.4K
$9.44M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-102- 25.89% |
$32.2K - $37.5K
|
292
$118K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-104- 4.11% |
$32.9K - $38.2K
|
2.42K
$980K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-105- 0.42% |
$33.2K - $38.6K
|
24.9K
$10.1M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-105- 6.72% |
$33.2K - $38.6K
|
1.46K
$590K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-106- 13.68% |
$33.5K - $38.9K
|
669
$271K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-107- 15.51% |
$33.8K - $39.3K
|
583
$236K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-109- 5.93% |
$34.5K - $40K
|
1.73K
$700K
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-110- 11.41% |
$34.8K - $40.4K
|
854
$345K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-111- 2.79% |
$35.1K - $40.8K
|
3.87K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-112- 0.45% |
$35.4K - $41.1K
|
24.9K
$10.1M
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-113- 4.86% |
$35.7K - $41.5K
|
2.21K
$895K
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-113- 0.9% |
$35.7K - $41.5K
|
12.4K
$5.01M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.59% |
$35.7K - $41.5K
|
19K
$7.68M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-115- 1.56% |
$36.4K - $42.2K
|
7.28K
$2.94M
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-117- 1.26% |
$37K - $43K
|
9.14K
$3.7M
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-120- 4.62% |
$37.9K - $44.1K
|
2.48K
$1M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-120- 5.35% |
$37.9K - $44.1K
|
2.13K
$859K
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-120- 1.32% |
$37.9K - $44.1K
|
8.99K
$3.63M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-120- 2.89% |
$37.9K - $44.1K
|
4.03K
$1.63M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-121- 1.59% |
$38.3K - $44.4K
|
7.48K
$3.03M
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-123- 16.44% |
$38.9K - $45.2K
|
625
$253K
|