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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.92K- 6.05% |
$923K - $1.07M
|
45.4K
$18.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.97K- 31.61% |
$938K - $1.09M
|
6.42K
$2.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.99K- 2.41% |
$944K - $1.1M
|
121K
$48.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.04K- 1.07% |
$960K - $1.11M
|
282K
$114M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.09K- 45.89% |
$976K - $1.13M
|
3.64K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.14K- 7.04% |
$993K - $1.15M
|
41.5K
$16.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-3.2K- 1.71% |
$1.01M - $1.17M
|
183K
$74M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.33K- 24.09% |
$1.05M - $1.22M
|
10.5K
$4.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-3.36K- 47.72% |
$1.06M - $1.23M
|
3.68K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.37K- 4.29% |
$1.07M - $1.24M
|
75.2K
$30.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.38K- 5.59% |
$1.07M - $1.24M
|
57K
$23M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.38K- 5.59% |
$1.07M - $1.24M
|
57K
$23M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.41K- 24.26% |
$1.08M - $1.25M
|
10.6K
$4.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.45K- 8.95% |
$1.09M - $1.27M
|
35K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-3.5K- 59.13% |
$1.11M - $1.28M
|
2.42K
$976K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.69K- 6.22% |
$1.17M - $1.35M
|
55.6K
$22.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.71K- 2.72% |
$1.17M - $1.36M
|
133K
$53.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 1.26% |
$1.19M - $1.38M
|
294K
$119M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.77K- 2.74% |
$1.19M - $1.39M
|
134K
$54.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.81K- 13.52% |
$1.21M - $1.4M
|
24.4K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.81K- 26.57% |
$1.21M - $1.4M
|
10.5K
$4.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.88K- 0.88% |
$1.23M - $1.42M
|
436K
$176M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-3.96K- 4.37% |
$1.25M - $1.46M
|
86.6K
$35M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-4.01K- 1.47% |
$1.27M - $1.47M
|
268K
$108M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-4.04K- 5.04% |
$1.28M - $1.48M
|
76.2K
$30.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.21K- 8.09% |
$1.33M - $1.55M
|
47.8K
$19.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.26K- 1.76% |
$1.35M - $1.56M
|
238K
$96.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.27K- 54.65% |
$1.35M - $1.57M
|
3.54K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.29K- 3.47% |
$1.36M - $1.58M
|
119K
$48.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.41K- 24.75% |
$1.39M - $1.62M
|
13.4K
$5.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.41K- 1.61% |
$1.39M - $1.62M
|
269K
$109M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.48K- 2.53% |
$1.42M - $1.65M
|
173K
$69.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.52K- 31.86% |
$1.43M - $1.66M
|
9.66K
$3.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-4.52K- 8.23% |
$1.43M - $1.66M
|
50.4K
$20.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.53K- 3.99% |
$1.43M - $1.66M
|
109K
$44M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.56K- 4.88% |
$1.44M - $1.67M
|
88.7K
$35.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.81K- 83.92% |
$1.52M - $1.77M
|
921
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.82K- 6.4% |
$1.52M - $1.77M
|
70.4K
$28.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.88K- 0.67% |
$1.54M - $1.79M
|
726K
$293M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.89K- 5.23% |
$1.54M - $1.79M
|
88.6K
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.89K- 5.31% |
$1.54M - $1.79M
|
87.2K
$35.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.9K- 1.11% |
$1.55M - $1.8M
|
438K
$177M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.04K- 37.42% |
$1.59M - $1.85M
|
8.42K
$3.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-5.05K- 12.96% |
$1.6M - $1.86M
|
33.9K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.08K- 48.86% |
$1.61M - $1.87M
|
5.32K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.39K- 3.85% |
$1.7M - $1.98M
|
135K
$54.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.5K- 0.86% |
$1.74M - $2.02M
|
632K
$255M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.55K- 0.67% |
$1.75M - $2.04M
|
825K
$333M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.58K- 3.22% |
$1.76M - $2.05M
|
168K
$67.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.66K- 8.02% |
$1.79M - $2.08M
|
64.9K
$26.2M
|