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 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.19K+ 468.27% |
$2.59M - $3.01M
|
9.94K
$4.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.13K+ 9.33% |
$2.57M - $2.99M
|
95.3K
$38.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.12KNew |
$2.57M - $2.98M
|
8.12K
$3.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
7.73KNew |
$2.44M - $2.84M
|
7.73K
$3.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.38K+ 620.0% |
$2.33M - $2.71M
|
8.57K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.04K+ 174.54% |
$2.23M - $2.59M
|
11.1K
$4.51M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.89KNew |
$2.18M - $2.53M
|
6.89K
$2.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.69KNew |
$2.11M - $2.46M
|
6.69K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.64KNew |
$2.1M - $2.44M
|
6.64K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sands Capital Management, LLC
Arlington, VA |
BUY
|
- |
6.5KNew |
$2.05M - $2.39M
|
6.5K
$2.65M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.4K+ 3.51% |
$2.02M - $2.35M
|
189K
$76.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6.37K+ 13.94% |
$2.01M - $2.34M
|
52.1K
$21.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Client First Capital LLC
|
BUY
|
- |
6.28KNew |
$1.99M - $2.31M
|
6.28K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.19K+ 33.4% |
$1.96M - $2.27M
|
24.7K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.94K+ 0.76% |
$1.88M - $2.18M
|
787K
$320M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
5.84K+ 9.1% |
$1.85M - $2.14M
|
70K
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 49.96% |
$1.79M - $2.08M
|
17K
$6.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.46K+ 4.01% |
$1.73M - $2.01M
|
142K
$57.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.41KNew |
$1.71M - $1.99M
|
5.41K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.4K+ 0.42% |
$1.71M - $1.98M
|
1.3M
$530M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$1.67M - $1.94M
|
5.29K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.14K+ 51.39% |
$1.62M - $1.89M
|
15.1K
$6.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5KNew |
$1.58M - $1.83M
|
5K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.97KNew |
$1.57M - $1.83M
|
4.97K
$2.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
4.96KNew |
$1.57M - $1.82M
|
4.96K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.93K+ 47.66% |
$1.56M - $1.81M
|
15.3K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4.93KNew |
$1.56M - $1.81M
|
4.93K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.83K+ 543.08% |
$1.53M - $1.77M
|
5.72K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.79K+ 42.2% |
$1.51M - $1.76M
|
16.1K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.76K+ 3.25% |
$1.5M - $1.75M
|
151K
$61.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.73K+ 4.14% |
$1.5M - $1.74M
|
119K
$48.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.62K+ 412.49% |
$1.46M - $1.7M
|
5.75K
$2.34M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.62KNew |
$1.46M - $1.7M
|
4.62K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.56K+ 411.55% |
$1.44M - $1.68M
|
5.67K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.52KNew |
$1.43M - $1.66M
|
4.52K
$1.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.52K+ 15.48% |
$1.43M - $1.66M
|
33.7K
$13.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.4K+ 62.38% |
$1.39M - $1.61M
|
11.4K
$4.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
4.32K+ 2.34% |
$1.36M - $1.59M
|
189K
$76.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.05K+ 36.41% |
$1.28M - $1.49M
|
15.2K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.99K+ 44.25% |
$1.26M - $1.47M
|
13K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.92KNew |
$1.24M - $1.44M
|
3.92K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.9K+ 0.64% |
$1.23M - $1.43M
|
615K
$251M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.78K+ 123.95% |
$1.19M - $1.39M
|
6.83K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.69K+ 1.11% |
$1.17M - $1.36M
|
337K
$137M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.68K+ 3.28% |
$1.16M - $1.35M
|
116K
$47.1M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.68K+ 3.28% |
$1.16M - $1.35M
|
116K
$47.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
3.63K+ 20.42% |
$1.15M - $1.33M
|
21.4K
$8.73M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.62K+ 6.7% |
$1.14M - $1.33M
|
57.7K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.61K+ 6.53% |
$1.14M - $1.33M
|
58.8K
$24M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.59K+ 6.56% |
$1.14M - $1.32M
|
58.4K
$23.8M
|