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
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.81K- 83.92% |
$1.52M - $1.77M
|
921
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.82K- 6.4% |
$1.52M - $1.77M
|
70.4K
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.88K- 0.67% |
$1.54M - $1.79M
|
726K
$248M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.89K- 5.23% |
$1.54M - $1.79M
|
88.6K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.89K- 5.31% |
$1.54M - $1.79M
|
87.2K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.9K- 1.11% |
$1.55M - $1.8M
|
438K
$149M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.04K- 37.42% |
$1.59M - $1.85M
|
8.42K
$2.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-5.05K- 12.96% |
$1.6M - $1.86M
|
33.9K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.08K- 48.86% |
$1.61M - $1.87M
|
5.32K
$1.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.39K- 3.85% |
$1.7M - $1.98M
|
135K
$46M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.5K- 0.86% |
$1.74M - $2.02M
|
632K
$216M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.55K- 0.67% |
$1.75M - $2.04M
|
825K
$282M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-5.58K- 3.22% |
$1.76M - $2.05M
|
168K
$57.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.66K- 8.02% |
$1.79M - $2.08M
|
64.9K
$22.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.79K- 71.06% |
$1.83M - $2.13M
|
2.36K
$805K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.86K- 29.2% |
$1.85M - $2.15M
|
14.2K
$4.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.92K- 0.23% |
$1.87M - $2.17M
|
2.61M
$893M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-5.98K- 6.36% |
$1.89M - $2.19M
|
88K
$30.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.01K- 1.19% |
$1.9M - $2.21M
|
499K
$171M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.08K- 35.23% |
$1.92M - $2.23M
|
11.2K
$3.82M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 8.14% |
$1.95M - $2.27M
|
69.7K
$23.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.29K- 22.38% |
$1.99M - $2.31M
|
21.8K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.75K- 2.18% |
$2.13M - $2.48M
|
303K
$104M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-6.81K- 8.62% |
$2.15M - $2.5M
|
72.2K
$24.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.23K- 12.9% |
$2.29M - $2.66M
|
48.8K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.3K- 1.56% |
$2.31M - $2.68M
|
460K
$157M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.34K- 1.93% |
$2.32M - $2.69M
|
372K
$127M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.4K- 15.91% |
$2.34M - $2.72M
|
39.1K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.48K- 8.66% |
$2.36M - $2.75M
|
78.8K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7.55K- 1.75% |
$2.39M - $2.77M
|
424K
$145M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.05K- 1.88% |
$2.54M - $2.96M
|
419K
$143M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.07K- 28.59% |
$2.55M - $2.96M
|
20.2K
$6.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-8.4K- 42.38% |
$2.66M - $3.08M
|
11.4K
$3.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.45K- 3.8% |
$2.67M - $3.1M
|
214K
$73.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.84K- 20.08% |
$2.79M - $3.25M
|
35.2K
$12M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.92K- 4.11% |
$2.82M - $3.28M
|
208K
$71.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-9.01K- 2.55% |
$2.85M - $3.31M
|
345K
$118M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.06K- 16.62% |
$2.86M - $3.33M
|
45.5K
$15.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-9.12K- 80.27% |
$2.88M - $3.35M
|
2.24K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-9.47K- 33.24% |
$2.99M - $3.48M
|
19K
$6.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 2.41% |
$3.01M - $3.49M
|
385K
$132M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11K- 6.02% |
$3.49M - $4.05M
|
172K
$58.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 5.12% |
$3.68M - $4.27M
|
215K
$73.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.8K- 90.18% |
$4.05M - $4.71M
|
1.4K
$477K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.1K- 20.2% |
$4.14M - $4.81M
|
51.8K
$17.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-13.3K- 62.64% |
$4.2M - $4.87M
|
7.92K
$2.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-13.4K- 54.26% |
$4.23M - $4.91M
|
11.3K
$3.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-14.8K- 16.77% |
$4.68M - $5.44M
|
73.5K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15K- 2.61% |
$4.74M - $5.51M
|
559K
$191M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 2.65% |
$4.82M - $5.6M
|
560K
$191M
|