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 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-238- 0.66% |
$75.2K - $87.4K
|
35.8K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-239- 6.13% |
$75.6K - $87.8K
|
3.66K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-244- 1.05% |
$77.1K - $89.6K
|
23K
$9.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-245- 5.04% |
$77.5K - $90K
|
4.62K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-245- 1.62% |
$77.5K - $90K
|
14.9K
$6.01M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-247- 2.93% |
$78.1K - $90.7K
|
8.18K
$3.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 16.2% |
$79K - $91.8K
|
1.29K
$522K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-251- 1.92% |
$79.4K - $92.2K
|
12.8K
$5.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-251- 7.29% |
$79.4K - $92.2K
|
3.19K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-257- 2.09% |
$81.3K - $94.4K
|
12K
$4.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-258- 2.12% |
$81.6K - $94.8K
|
11.9K
$4.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-264- 20.56% |
$83.5K - $97K
|
1.02K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-264- 7.81% |
$83.5K - $97K
|
3.12K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-264- 4.81% |
$83.5K - $97K
|
5.23K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-266- 0.95% |
$84.1K - $97.7K
|
27.8K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-266- 14.56% |
$84.1K - $97.7K
|
1.56K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-268- 27.54% |
$84.7K - $98.4K
|
705
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-269- 12.53% |
$85K - $98.8K
|
1.88K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-272- 6.45% |
$86K - $99.9K
|
3.94K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-281- 10.8% |
$88.8K - $103K
|
2.32K
$937K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-284- 4.0% |
$89.8K - $104K
|
6.82K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-284- 1.91% |
$89.8K - $104K
|
14.6K
$5.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-286- 11.95% |
$90.4K - $105K
|
2.11K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-287- 0.51% |
$90.7K - $105K
|
55.5K
$22.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-290- 3.44% |
$91.7K - $107K
|
8.13K
$3.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-290- 29.29% |
$91.7K - $107K
|
700
$283K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-292- 27.63% |
$92.3K - $107K
|
765
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-293- 0.72% |
$92.6K - $108K
|
40.6K
$16.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-294- 13.16% |
$92.9K - $108K
|
1.94K
$783K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-296- 45.89% |
$93.6K - $109K
|
349
$141K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-297- 1.55% |
$93.9K - $109K
|
18.8K
$7.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-298- 0.45% |
$94.2K - $109K
|
65.5K
$26.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-298- 2.7% |
$94.2K - $109K
|
10.8K
$4.34M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-300- 7.27% |
$94.8K - $110K
|
3.82K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-300- 19.62% |
$94.8K - $110K
|
1.23K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-300- 42.86% |
$94.8K - $110K
|
400
$162K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-301- 2.25% |
$95.2K - $111K
|
13.1K
$5.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-306- 2.91% |
$96.7K - $112K
|
10.2K
$4.12M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-308- 1.59% |
$97.4K - $113K
|
19.1K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-310- 8.51% |
$98K - $114K
|
3.33K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-318- 3.07% |
$101K - $117K
|
10K
$4.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-319- 4.99% |
$101K - $117K
|
6.07K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-322- 1.36% |
$102K - $118K
|
23.3K
$9.42M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-323- 1.39% |
$102K - $119K
|
23K
$9.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-323- 5.2% |
$102K - $119K
|
5.89K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-328- 24.15% |
$104K - $120K
|
1.03K
$416K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-330- 2.21% |
$104K - $121K
|
14.6K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-332- 12.86% |
$105K - $122K
|
2.25K
$908K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-335- 0.61% |
$106K - $123K
|
54.6K
$22.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-342- 6.24% |
$108K - $126K
|
5.14K
$2.07M
|