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 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-124- 0.7% |
$39.2K - $45.5K
|
17.5K
$7.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-124- 2.61% |
$39.2K - $45.5K
|
4.63K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-125- 14.03% |
$39.5K - $45.9K
|
766
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-127- 11.37% |
$40.2K - $46.7K
|
990
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-127- 2.5% |
$40.2K - $46.7K
|
4.95K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-128- 2.23% |
$40.5K - $47K
|
5.61K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-128- 10.7% |
$40.5K - $47K
|
1.07K
$432K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-129- 3.21% |
$40.8K - $47.4K
|
3.89K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-129- 1.04% |
$40.8K - $47.4K
|
12.2K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-131- 1.58% |
$41.4K - $48.1K
|
8.18K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-131- 0.7% |
$41.4K - $48.1K
|
18.5K
$7.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-131- 2.3% |
$41.4K - $48.1K
|
5.57K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-131- 3.11% |
$41.4K - $48.1K
|
4.08K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-135- 2.05% |
$42.7K - $49.6K
|
6.47K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-135- 22.39% |
$42.7K - $49.6K
|
468
$189K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-137- 0.72% |
$43.3K - $50.3K
|
19K
$7.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-138- 18.6% |
$43.6K - $50.7K
|
604
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-140- 3.03% |
$44.3K - $51.4K
|
4.48K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-142- 1.3% |
$44.9K - $52.2K
|
10.8K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-142- 3.0% |
$44.9K - $52.2K
|
4.59K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-142- 10.96% |
$44.9K - $52.2K
|
1.15K
$467K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-144- 2.23% |
$45.5K - $52.9K
|
6.3K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-144- 0.44% |
$45.5K - $52.9K
|
32.8K
$13.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-145- 11.56% |
$45.8K - $53.3K
|
1.11K
$448K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-145- 14.08% |
$45.8K - $53.3K
|
885
$358K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-147- 8.12% |
$46.5K - $54K
|
1.66K
$672K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-147- 19.24% |
$46.5K - $54K
|
617
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-148- 3.75% |
$46.8K - $54.4K
|
3.8K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-148- 3.74% |
$46.8K - $54.4K
|
3.81K
$1.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-150- 6.04% |
$47.4K - $55.1K
|
2.33K
$944K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-150- 1.99% |
$47.4K - $55.1K
|
7.4K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-150- 0.41% |
$47.4K - $55.1K
|
36.3K
$14.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-154- 7.09% |
$48.7K - $56.6K
|
2.02K
$816K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-155- 13.37% |
$49K - $56.9K
|
1K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-156- 3.27% |
$49.3K - $57.3K
|
4.61K
$1.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-157- 0.9% |
$49.6K - $57.7K
|
17.3K
$6.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-159- 0.3% |
$50.3K - $58.4K
|
52.3K
$21.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-161- 55.14% |
$50.9K - $59.1K
|
131
$53K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-162- 1.5% |
$51.2K - $59.5K
|
10.6K
$4.3M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-165- 4.07% |
$52.2K - $60.6K
|
3.89K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-165- 0.87% |
$52.2K - $60.6K
|
18.7K
$7.57M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-165- 6.37% |
$52.2K - $60.6K
|
2.43K
$981K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-165- 1.72% |
$52.2K - $60.6K
|
9.41K
$3.81M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-166- 5.62% |
$52.5K - $61K
|
2.79K
$1.13M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-166- 5.97% |
$52.5K - $61K
|
2.61K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-168- 4.3% |
$53.1K - $61.7K
|
3.74K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-168- 6.35% |
$53.1K - $61.7K
|
2.48K
$1M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-170- 11.43% |
$53.7K - $62.4K
|
1.32K
$533K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-171- 31.9% |
$54.1K - $62.8K
|
365
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-171- 2.36% |
$54.1K - $62.8K
|
7.06K
$2.86M
|