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 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-517- 5.7% |
$163K - $190K
|
8.56K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-526- 3.89% |
$166K - $193K
|
13K
$5.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-534- 3.96% |
$169K - $196K
|
13K
$5.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-536- 4.25% |
$169K - $197K
|
12.1K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-553- 14.41% |
$175K - $203K
|
3.29K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-565- 6.58% |
$179K - $208K
|
8.02K
$3.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-567- 6.15% |
$179K - $208K
|
8.65K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-567- 38.49% |
$179K - $208K
|
906
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-570- 34.11% |
$180K - $209K
|
1.1K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-573- 12.76% |
$181K - $210K
|
3.92K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-573- 7.25% |
$181K - $210K
|
7.33K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-575- 7.31% |
$182K - $211K
|
7.3K
$2.95M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-577- 2.57% |
$182K - $212K
|
21.9K
$8.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-578- 39.43% |
$183K - $212K
|
888
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-599- 1.58% |
$189K - $220K
|
37.3K
$15.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-600- 5.57% |
$190K - $220K
|
10.2K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-604- 24.87% |
$191K - $222K
|
1.83K
$737K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-605- 0.69% |
$191K - $222K
|
87K
$35.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-609- 1.04% |
$193K - $224K
|
58K
$23.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-611- 5.28% |
$193K - $224K
|
11K
$4.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-620- 2.52% |
$196K - $228K
|
24K
$9.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-622- 3.24% |
$197K - $228K
|
18.6K
$7.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-623- 1.01% |
$197K - $229K
|
61.2K
$24.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-626- 5.97% |
$198K - $230K
|
9.86K
$3.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-634- 1.2% |
$200K - $233K
|
52.2K
$21.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-636- 7.7% |
$201K - $234K
|
7.62K
$3.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-641- 47.31% |
$203K - $235K
|
714
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-644- 38.73% |
$204K - $237K
|
1.02K
$411K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-654- 1.51% |
$207K - $240K
|
42.6K
$17.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-667- 2.09% |
$211K - $245K
|
31.3K
$12.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-668- 48.55% |
$211K - $245K
|
708
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-673- 2.37% |
$213K - $247K
|
27.7K
$11.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-680- 0.45% |
$215K - $250K
|
151K
$61.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-684- 0.77% |
$216K - $251K
|
88.6K
$35.8M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-693- 42.75% |
$219K - $255K
|
928
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-711- 2.79% |
$225K - $261K
|
24.7K
$9.99M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-712- 0.62% |
$225K - $262K
|
115K
$46.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-719- 4.17% |
$227K - $264K
|
16.5K
$6.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-721- 2.38% |
$228K - $265K
|
29.6K
$11.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-730- 0.8% |
$231K - $268K
|
90.4K
$36.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-734- 4.06% |
$232K - $270K
|
17.3K
$7M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-736- 99.59% |
$233K - $270K
|
3
$1.21K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-736- 2.82% |
$233K - $270K
|
25.4K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-742- 3.69% |
$235K - $273K
|
19.4K
$7.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-750- 27.0% |
$237K - $275K
|
2.03K
$819K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-758- 8.41% |
$240K - $278K
|
8.26K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-778- 4.11% |
$246K - $286K
|
18.1K
$7.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-779- 43.23% |
$246K - $286K
|
1.02K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-780- 1.49% |
$247K - $287K
|
51.7K
$20.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-783- 9.19% |
$248K - $288K
|
7.74K
$3.12M
|