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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.35K- 18.47% |
$426K - $495K
|
5.95K
$2.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.45K- 2.79% |
$458K - $533K
|
50.5K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.46K- 12.37% |
$460K - $534K
|
10.3K
$4.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.46K- 7.51% |
$461K - $536K
|
18K
$7.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.47K- 12.02% |
$465K - $540K
|
10.8K
$4.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.48K- 21.32% |
$467K - $542K
|
5.45K
$2.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-1.48K- 0.99% |
$468K - $544K
|
149K
$60.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.5K- 2.83% |
$474K - $551K
|
51.5K
$20.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.54K- 4.58% |
$485K - $564K
|
32K
$12.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.56K- 62.6% |
$493K - $572K
|
931
$376K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.57K- 3.08% |
$495K - $575K
|
49.3K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 11.42% |
$500K - $580K
|
12.3K
$4.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.59K- 14.93% |
$502K - $583K
|
9.04K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 1.4% |
$507K - $589K
|
113K
$45.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.61K- 36.67% |
$509K - $591K
|
2.78K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.62K- 43.81% |
$511K - $594K
|
2.07K
$837K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.66K- 8.05% |
$524K - $609K
|
18.9K
$7.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.75% |
$525K - $611K
|
58.7K
$23.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.66K- 10.09% |
$526K - $611K
|
14.8K
$5.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.68K- 5.24% |
$532K - $618K
|
30.4K
$12.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.69K- 6.38% |
$535K - $621K
|
24.8K
$10M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.72K- 5.54% |
$543K - $630K
|
29.2K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.77K- 5.38% |
$560K - $651K
|
31.2K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 4.85% |
$560K - $651K
|
34.7K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.81K- 3.07% |
$571K - $663K
|
56.9K
$23M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.84K- 70.17% |
$583K - $677K
|
784
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.88K- 48.18% |
$595K - $691K
|
2.02K
$817K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.9K- 3.4% |
$599K - $696K
|
53.9K
$21.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.91K- 0.83% |
$603K - $701K
|
227K
$91.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.93K- 2.21% |
$610K - $709K
|
85.4K
$34.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 4.01% |
$627K - $728K
|
47.4K
$19.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.01K- 14.8% |
$635K - $738K
|
11.6K
$4.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.06K- 66.53% |
$650K - $756K
|
1.04K
$418K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.06K- 0.97% |
$652K - $757K
|
211K
$85M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.06K- 20.14% |
$652K - $758K
|
8.18K
$3.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.09K- 4.97% |
$662K - $769K
|
40K
$16.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.1K- 12.61% |
$664K - $771K
|
14.5K
$5.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15K- 3.15% |
$679K - $789K
|
66K
$26.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.18K- 1.58% |
$688K - $799K
|
135K
$54.6M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 2.11% |
$726K - $844K
|
106K
$43M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.32K- 0.89% |
$734K - $853K
|
260K
$105M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.38K- 5.79% |
$752K - $874K
|
38.7K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.44K- 1.86% |
$772K - $897K
|
129K
$52.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.53K- 11.54% |
$798K - $928K
|
19.4K
$7.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.63K- 4.13% |
$832K - $967K
|
61.1K
$24.7M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 32.26% |
$863K - $1M
|
5.73K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.77K- 13.94% |
$875K - $1.02M
|
17.1K
$6.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.8K- 13.87% |
$885K - $1.03M
|
17.4K
$7.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.81K- 14.74% |
$887K - $1.03M
|
16.2K
$6.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.9K- 12.87% |
$915K - $1.06M
|
19.6K
$7.92M
|