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 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-467- 1.34% |
$148K - $172K
|
34.5K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-467- 4.79% |
$148K - $172K
|
9.28K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-468- 2.57% |
$148K - $172K
|
17.7K
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-473- 22.82% |
$150K - $174K
|
1.6K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-491- 0.88% |
$155K - $180K
|
55.1K
$18.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-493- 1.04% |
$156K - $181K
|
46.9K
$16M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-493- 20.78% |
$156K - $181K
|
1.88K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-495- 7.49% |
$156K - $182K
|
6.11K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-499- 0.46% |
$158K - $183K
|
109K
$37.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-503- 1.01% |
$159K - $185K
|
49.2K
$16.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-508- 4.86% |
$161K - $187K
|
9.95K
$3.4M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-515- 10.86% |
$163K - $189K
|
4.23K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-515- 4.5% |
$163K - $189K
|
10.9K
$3.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-517- 5.7% |
$163K - $190K
|
8.56K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-526- 3.89% |
$166K - $193K
|
13K
$4.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-534- 3.96% |
$169K - $196K
|
13K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-536- 4.25% |
$169K - $197K
|
12.1K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-553- 14.41% |
$175K - $203K
|
3.29K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-565- 6.58% |
$179K - $208K
|
8.02K
$2.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-567- 6.15% |
$179K - $208K
|
8.65K
$2.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-567- 38.49% |
$179K - $208K
|
906
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-570- 34.11% |
$180K - $209K
|
1.1K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-573- 12.76% |
$181K - $210K
|
3.92K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-573- 7.25% |
$181K - $210K
|
7.33K
$2.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-575- 7.31% |
$182K - $211K
|
7.3K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-577- 2.57% |
$182K - $212K
|
21.9K
$7.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-578- 39.43% |
$183K - $212K
|
888
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-599- 1.58% |
$189K - $220K
|
37.3K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-600- 5.57% |
$190K - $220K
|
10.2K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-604- 24.87% |
$191K - $222K
|
1.83K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-605- 0.69% |
$191K - $222K
|
87K
$29.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-609- 1.04% |
$193K - $224K
|
58K
$19.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-611- 5.28% |
$193K - $224K
|
11K
$3.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-620- 2.52% |
$196K - $228K
|
24K
$8.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-622- 3.24% |
$197K - $228K
|
18.6K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-623- 1.01% |
$197K - $229K
|
61.2K
$20.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-626- 5.97% |
$198K - $230K
|
9.86K
$3.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-634- 1.2% |
$200K - $233K
|
52.2K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-636- 7.7% |
$201K - $234K
|
7.62K
$2.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 47.31% |
$203K - $235K
|
714
$244K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-644- 38.73% |
$204K - $237K
|
1.02K
$348K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-654- 1.51% |
$207K - $240K
|
42.6K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-667- 2.09% |
$211K - $245K
|
31.3K
$10.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-668- 48.55% |
$211K - $245K
|
708
$242K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-673- 2.37% |
$213K - $247K
|
27.7K
$9.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-680- 0.45% |
$215K - $250K
|
151K
$51.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-684- 0.77% |
$216K - $251K
|
88.6K
$30.3M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-693- 42.75% |
$219K - $255K
|
928
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-711- 2.79% |
$225K - $261K
|
24.7K
$8.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-712- 0.62% |
$225K - $262K
|
115K
$39.2M
|