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 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.1K- 12.61% |
$664K - $771K
|
14.5K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.15K- 3.15% |
$679K - $789K
|
66K
$22.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.18K- 1.58% |
$688K - $799K
|
135K
$46.2M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2.3K- 2.11% |
$726K - $844K
|
106K
$36.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.32K- 0.89% |
$734K - $853K
|
260K
$88.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.38K- 5.79% |
$752K - $874K
|
38.7K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.44K- 1.86% |
$772K - $897K
|
129K
$44M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.53K- 11.54% |
$798K - $928K
|
19.4K
$6.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.63K- 4.13% |
$832K - $967K
|
61.1K
$20.9M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 32.26% |
$863K - $1M
|
5.73K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.77K- 13.94% |
$875K - $1.02M
|
17.1K
$5.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.8K- 13.87% |
$885K - $1.03M
|
17.4K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.81K- 14.74% |
$887K - $1.03M
|
16.2K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.9K- 12.87% |
$915K - $1.06M
|
19.6K
$6.7M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.92K- 6.05% |
$923K - $1.07M
|
45.4K
$15.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.97K- 31.61% |
$938K - $1.09M
|
6.42K
$2.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.99K- 2.41% |
$944K - $1.1M
|
121K
$41.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.04K- 1.07% |
$960K - $1.11M
|
282K
$96.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-3.09K- 45.89% |
$976K - $1.13M
|
3.64K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-3.14K- 7.04% |
$993K - $1.15M
|
41.5K
$14.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-3.2K- 1.71% |
$1.01M - $1.17M
|
183K
$62.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.33K- 24.09% |
$1.05M - $1.22M
|
10.5K
$3.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-3.36K- 47.72% |
$1.06M - $1.23M
|
3.68K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.37K- 4.29% |
$1.07M - $1.24M
|
75.2K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.38K- 5.59% |
$1.07M - $1.24M
|
57K
$19.5M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.38K- 5.59% |
$1.07M - $1.24M
|
57K
$19.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.41K- 24.26% |
$1.08M - $1.25M
|
10.6K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.45K- 8.95% |
$1.09M - $1.27M
|
35K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-3.5K- 59.13% |
$1.11M - $1.28M
|
2.42K
$826K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.69K- 6.22% |
$1.17M - $1.35M
|
55.6K
$19M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.71K- 2.72% |
$1.17M - $1.36M
|
133K
$45.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.76K- 1.26% |
$1.19M - $1.38M
|
294K
$100M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.77K- 2.74% |
$1.19M - $1.39M
|
134K
$45.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.81K- 13.52% |
$1.21M - $1.4M
|
24.4K
$8.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.81K- 26.57% |
$1.21M - $1.4M
|
10.5K
$3.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.88K- 0.88% |
$1.23M - $1.42M
|
436K
$149M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-3.96K- 4.37% |
$1.25M - $1.46M
|
86.6K
$29.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-4.01K- 1.47% |
$1.27M - $1.47M
|
268K
$91.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-4.04K- 5.04% |
$1.28M - $1.48M
|
76.2K
$26M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.21K- 8.09% |
$1.33M - $1.55M
|
47.8K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-4.26K- 1.76% |
$1.35M - $1.56M
|
238K
$81.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.27K- 54.65% |
$1.35M - $1.57M
|
3.54K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.29K- 3.47% |
$1.36M - $1.58M
|
119K
$40.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.41K- 24.75% |
$1.39M - $1.62M
|
13.4K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.41K- 1.61% |
$1.39M - $1.62M
|
269K
$91.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.48K- 2.53% |
$1.42M - $1.65M
|
173K
$59.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.52K- 31.86% |
$1.43M - $1.66M
|
9.66K
$3.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-4.52K- 8.23% |
$1.43M - $1.66M
|
50.4K
$17.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.53K- 3.99% |
$1.43M - $1.66M
|
109K
$37.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.56K- 4.88% |
$1.44M - $1.67M
|
88.7K
$30.3M
|