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 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-351- 4.25% |
$111K - $129K
|
7.91K
$3.19M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-351- 2.63% |
$111K - $129K
|
13K
$5.25M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-357- 8.78% |
$113K - $131K
|
3.71K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-363- 4.27% |
$115K - $133K
|
8.13K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-363- 10.26% |
$115K - $133K
|
3.18K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-364- 17.81% |
$115K - $134K
|
1.68K
$678K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-365- 0.74% |
$115K - $134K
|
48.6K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-365- 29.99% |
$115K - $134K
|
852
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-367- 0.35% |
$116K - $135K
|
103K
$41.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-370- 3.58% |
$117K - $136K
|
9.98K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-371- 2.53% |
$117K - $136K
|
14.3K
$5.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-372- 2.75% |
$118K - $137K
|
13.1K
$5.31M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-375- 15.94% |
$119K - $138K
|
1.98K
$798K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-376- 1.41% |
$119K - $138K
|
26.4K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-377- 97.16% |
$119K - $138K
|
11
$4.44K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-378- 3.55% |
$120K - $139K
|
10.3K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-380- 1.46% |
$120K - $140K
|
25.6K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-385- 1.34% |
$122K - $141K
|
28.4K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-388- 30.67% |
$123K - $143K
|
877
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-388- 1.41% |
$123K - $143K
|
27.2K
$11M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-394- 8.18% |
$125K - $145K
|
4.42K
$1.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-400- 3.94% |
$126K - $147K
|
9.75K
$3.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-402- 1.71% |
$127K - $148K
|
23.1K
$9.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-403- 15.44% |
$127K - $148K
|
2.21K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-409- 8.9% |
$129K - $150K
|
4.19K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-410- 5.03% |
$130K - $151K
|
7.74K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-412- 3.32% |
$130K - $151K
|
12K
$4.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-424- 0.34% |
$134K - $156K
|
124K
$49.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-429- 3.0% |
$136K - $158K
|
13.9K
$5.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-430- 3.98% |
$136K - $158K
|
10.4K
$4.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-436- 0.24% |
$138K - $160K
|
178K
$71.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-440- 6.43% |
$139K - $162K
|
6.41K
$2.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-443- 0.4% |
$140K - $163K
|
111K
$44.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-453- 15.51% |
$143K - $166K
|
2.47K
$997K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-454- 4.4% |
$144K - $167K
|
9.86K
$3.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-461- 4.96% |
$146K - $169K
|
8.83K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-466- 12.32% |
$147K - $171K
|
3.32K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-467- 1.34% |
$148K - $172K
|
34.5K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-467- 4.79% |
$148K - $172K
|
9.28K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-468- 2.57% |
$148K - $172K
|
17.7K
$7.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-473- 22.82% |
$150K - $174K
|
1.6K
$646K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-491- 0.88% |
$155K - $180K
|
55.1K
$22.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-493- 1.04% |
$156K - $181K
|
46.9K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-493- 20.78% |
$156K - $181K
|
1.88K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-495- 7.49% |
$156K - $182K
|
6.11K
$2.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-499- 0.46% |
$158K - $183K
|
109K
$44M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-503- 1.01% |
$159K - $185K
|
49.2K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-508- 4.86% |
$161K - $187K
|
9.95K
$4.02M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-515- 10.86% |
$163K - $189K
|
4.23K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-515- 4.5% |
$163K - $189K
|
10.9K
$4.41M
|