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 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-172- 14.97% |
$54.4K - $63.2K
|
977
$395K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-173- 1.41% |
$54.7K - $63.5K
|
12.1K
$4.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-174- 1.11% |
$55K - $63.9K
|
15.6K
$6.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-175- 0.28% |
$55.3K - $64.3K
|
62.1K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-175- 24.17% |
$55.3K - $64.3K
|
549
$222K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-179- 5.83% |
$56.6K - $65.8K
|
2.89K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-180- 5.63% |
$56.9K - $66.1K
|
3.02K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-180- 0.72% |
$56.9K - $66.1K
|
24.8K
$10M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-182- 21.39% |
$57.5K - $66.9K
|
669
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-183- 4.91% |
$57.9K - $67.2K
|
3.55K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-184- 1.51% |
$58.2K - $67.6K
|
12K
$4.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-186- 1.61% |
$58.8K - $68.3K
|
11.4K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-190- 0.42% |
$60.1K - $69.8K
|
45.3K
$18.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-190- 10.18% |
$60.1K - $69.8K
|
1.68K
$677K
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-192- 0.26% |
$60.7K - $70.5K
|
72.5K
$29.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-193- 31.18% |
$61K - $70.9K
|
426
$172K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-195- 23.05% |
$61.6K - $71.6K
|
651
$263K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-196- 1.69% |
$62K - $72K
|
11.4K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-197- 3.04% |
$62.3K - $72.4K
|
6.29K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-200- 55.71% |
$63.2K - $73.5K
|
159
$64.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 2.25% |
$63.2K - $73.5K
|
8.71K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 0.3% |
$63.5K - $73.8K
|
66.9K
$27M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-204- 11.91% |
$64.5K - $74.9K
|
1.51K
$609K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-204- 4.56% |
$64.5K - $74.9K
|
4.27K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-205- 8.65% |
$64.8K - $75.3K
|
2.17K
$875K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-206- 3.56% |
$65.1K - $75.7K
|
5.58K
$2.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-210- 4.42% |
$66.4K - $77.1K
|
4.54K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-210- 5.88% |
$66.4K - $77.1K
|
3.36K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-211- 11.16% |
$66.7K - $77.5K
|
1.68K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-212- 4.86% |
$67K - $77.9K
|
4.15K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-214- 0.24% |
$67.7K - $78.6K
|
90.7K
$36.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-218- 0.67% |
$68.9K - $80.1K
|
32.3K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-219- 1.13% |
$69.2K - $80.4K
|
19.1K
$7.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-220- 23.86% |
$69.6K - $80.8K
|
702
$283K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-220- 11.92% |
$69.6K - $80.8K
|
1.63K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-221- 2.7% |
$69.9K - $81.2K
|
7.96K
$3.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-221- 2.58% |
$69.9K - $81.2K
|
8.35K
$3.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-224- 27.12% |
$70.8K - $82.3K
|
602
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-225- 16.34% |
$71.1K - $82.6K
|
1.15K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-225- 10.2% |
$71.1K - $82.6K
|
1.98K
$800K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-225- 5.39% |
$71.1K - $82.6K
|
3.95K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-226- 2.13% |
$71.4K - $83K
|
10.4K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-227- 6.59% |
$71.8K - $83.4K
|
3.22K
$1.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 1.0% |
$72.4K - $84.1K
|
22.7K
$9.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-231- 2.38% |
$73K - $84.9K
|
9.46K
$3.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-233- 1.1% |
$73.7K - $85.6K
|
20.9K
$8.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-236- 1.05% |
$74.6K - $86.7K
|
22.2K
$8.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-236- 0.18% |
$74.6K - $86.7K
|
132K
$53.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-237- 6.21% |
$74.9K - $87.1K
|
3.58K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-237- 6.19% |
$74.9K - $87.1K
|
3.59K
$1.45M
|