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 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.2K- 4.16% |
$378K - $440K
|
27.6K
$9.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.2K- 6.09% |
$379K - $440K
|
18.5K
$6.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24K- 3.32% |
$393K - $456K
|
36.2K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.24K- 13.04% |
$393K - $457K
|
8.29K
$2.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.26K- 5.24% |
$397K - $461K
|
22.7K
$7.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 3.66% |
$398K - $462K
|
33.2K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.26K- 8.46% |
$398K - $463K
|
13.6K
$4.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.3K- 9.79% |
$410K - $476K
|
11.9K
$4.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.3K- 1.3% |
$412K - $478K
|
98.5K
$33.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.3K- 1.69% |
$412K - $479K
|
75.9K
$25.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 5.96% |
$420K - $489K
|
21K
$7.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 4.73% |
$421K - $489K
|
26.8K
$9.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.34K- 0.99% |
$425K - $493K
|
134K
$45.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.35K- 1.31% |
$425K - $494K
|
102K
$34.7M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1.35K- 18.47% |
$426K - $495K
|
5.95K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.45K- 2.79% |
$458K - $533K
|
50.5K
$17.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.46K- 12.37% |
$460K - $534K
|
10.3K
$3.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.46K- 7.51% |
$461K - $536K
|
18K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.47K- 12.02% |
$465K - $540K
|
10.8K
$3.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.48K- 21.32% |
$467K - $542K
|
5.45K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-1.48K- 0.99% |
$468K - $544K
|
149K
$50.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.5K- 2.83% |
$474K - $551K
|
51.5K
$17.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.54K- 4.58% |
$485K - $564K
|
32K
$10.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.56K- 62.6% |
$493K - $572K
|
931
$318K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.57K- 3.08% |
$495K - $575K
|
49.3K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 11.42% |
$500K - $580K
|
12.3K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.59K- 14.93% |
$502K - $583K
|
9.04K
$3.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.6K- 1.4% |
$507K - $589K
|
113K
$38.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.61K- 36.67% |
$509K - $591K
|
2.78K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.62K- 43.81% |
$511K - $594K
|
2.07K
$709K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.66K- 8.05% |
$524K - $609K
|
18.9K
$6.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.66K- 2.75% |
$525K - $611K
|
58.7K
$20M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.66K- 10.09% |
$526K - $611K
|
14.8K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.68K- 5.24% |
$532K - $618K
|
30.4K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.69K- 6.38% |
$535K - $621K
|
24.8K
$8.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.72K- 5.54% |
$543K - $630K
|
29.2K
$9.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.77K- 5.38% |
$560K - $651K
|
31.2K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 4.85% |
$560K - $651K
|
34.7K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.81K- 3.07% |
$571K - $663K
|
56.9K
$19.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.84K- 70.17% |
$583K - $677K
|
784
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.88K- 48.18% |
$595K - $691K
|
2.02K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.9K- 3.4% |
$599K - $696K
|
53.9K
$18.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1.91K- 0.83% |
$603K - $701K
|
227K
$77.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.93K- 2.21% |
$610K - $709K
|
85.4K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 4.01% |
$627K - $728K
|
47.4K
$16.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.01K- 14.8% |
$635K - $738K
|
11.6K
$3.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.06K- 66.53% |
$650K - $756K
|
1.04K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.06K- 0.97% |
$652K - $757K
|
211K
$72M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.06K- 20.14% |
$652K - $758K
|
8.18K
$2.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.09K- 4.97% |
$662K - $769K
|
40K
$13.7M
|