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 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-786- 1.95% |
$248K - $289K
|
39.6K
$16M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-796- 2.05% |
$252K - $292K
|
38K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-796- 24.64% |
$252K - $292K
|
2.43K
$983K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-815- 2.58% |
$258K - $299K
|
30.7K
$12.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-817- 28.81% |
$258K - $300K
|
2.02K
$815K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-856- 8.52% |
$271K - $314K
|
9.19K
$3.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-869- 7.7% |
$275K - $319K
|
10.4K
$4.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-875- 15.13% |
$277K - $321K
|
4.91K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-877- 2.43% |
$277K - $322K
|
35.3K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-884- 9.69% |
$279K - $325K
|
8.24K
$3.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-889- 17.8% |
$281K - $327K
|
4.11K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-889- 33.82% |
$281K - $327K
|
1.74K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-893- 3.17% |
$282K - $328K
|
27.3K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-908- 16.54% |
$287K - $334K
|
4.58K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-922- 38.76% |
$291K - $339K
|
1.46K
$588K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-931- 7.01% |
$294K - $342K
|
12.4K
$4.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-931- 9.76% |
$294K - $342K
|
8.61K
$3.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-934- 19.49% |
$295K - $343K
|
3.86K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-938- 15.06% |
$297K - $345K
|
5.29K
$2.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-958- 12.1% |
$303K - $352K
|
6.96K
$2.81M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-966- 2.59% |
$305K - $355K
|
36.4K
$14.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-999- 41.26% |
$316K - $367K
|
1.42K
$574K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 9.4% |
$322K - $374K
|
9.81K
$3.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-1.04K- 3.2% |
$328K - $381K
|
31.3K
$12.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.04K- 15.74% |
$329K - $382K
|
5.57K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.07K- 13.99% |
$338K - $393K
|
6.57K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.07K- 57.22% |
$338K - $393K
|
800
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.08K- 0.96% |
$342K - $397K
|
111K
$45M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.09K- 4.52% |
$344K - $399K
|
23K
$9.27M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.1K- 3.77% |
$348K - $405K
|
28.1K
$11.4M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.14K- 0.95% |
$360K - $418K
|
119K
$48M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.14K- 1.16% |
$362K - $420K
|
97.5K
$39.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.15K- 4.16% |
$364K - $422K
|
26.5K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.15K- 21.24% |
$364K - $423K
|
4.27K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 16.75% |
$365K - $424K
|
5.73K
$2.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.16K- 14.94% |
$366K - $425K
|
6.6K
$2.66M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.2K- 4.16% |
$378K - $440K
|
27.6K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.2K- 6.09% |
$379K - $440K
|
18.5K
$7.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24K- 3.32% |
$393K - $456K
|
36.2K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.24K- 13.04% |
$393K - $457K
|
8.29K
$3.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.26K- 5.24% |
$397K - $461K
|
22.7K
$9.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 3.66% |
$398K - $462K
|
33.2K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 8.46% |
$398K - $463K
|
13.6K
$5.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 9.79% |
$410K - $476K
|
11.9K
$4.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.3K- 1.3% |
$412K - $478K
|
98.5K
$39.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 1.69% |
$412K - $479K
|
75.9K
$30.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 5.96% |
$420K - $489K
|
21K
$8.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 4.73% |
$421K - $489K
|
26.8K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.34K- 0.99% |
$425K - $493K
|
134K
$54.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.35K- 1.31% |
$425K - $494K
|
102K
$41M
|