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
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-5.79K- 71.06% |
$1.83M - $2.13M
|
2.36K
$960K
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.86K- 29.2% |
$1.85M - $2.15M
|
14.2K
$5.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.92K- 0.23% |
$1.87M - $2.17M
|
2.61M
$1.06B
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-5.98K- 6.36% |
$1.89M - $2.19M
|
88K
$35.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.01K- 1.19% |
$1.9M - $2.21M
|
499K
$203M
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.08K- 35.23% |
$1.92M - $2.23M
|
11.2K
$4.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.18K- 8.14% |
$1.95M - $2.27M
|
69.7K
$28.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.29K- 22.38% |
$1.99M - $2.31M
|
21.8K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.75K- 2.18% |
$2.13M - $2.48M
|
303K
$123M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-6.81K- 8.62% |
$2.15M - $2.5M
|
72.2K
$29.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.23K- 12.9% |
$2.29M - $2.66M
|
48.8K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.3K- 1.56% |
$2.31M - $2.68M
|
460K
$187M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7.34K- 1.93% |
$2.32M - $2.69M
|
372K
$152M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.4K- 15.91% |
$2.34M - $2.72M
|
39.1K
$15.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-7.48K- 8.66% |
$2.36M - $2.75M
|
78.8K
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7.55K- 1.75% |
$2.39M - $2.77M
|
424K
$173M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.05K- 1.88% |
$2.54M - $2.96M
|
419K
$171M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.07K- 28.59% |
$2.55M - $2.96M
|
20.2K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-8.4K- 42.38% |
$2.66M - $3.08M
|
11.4K
$4.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.45K- 3.8% |
$2.67M - $3.1M
|
214K
$87.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.84K- 20.08% |
$2.79M - $3.25M
|
35.2K
$14.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.92K- 4.11% |
$2.82M - $3.28M
|
208K
$84.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-9.01K- 2.55% |
$2.85M - $3.31M
|
345K
$140M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.06K- 16.62% |
$2.86M - $3.33M
|
45.5K
$18.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-9.12K- 80.27% |
$2.88M - $3.35M
|
2.24K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-9.47K- 33.24% |
$2.99M - $3.48M
|
19K
$7.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.51K- 2.41% |
$3.01M - $3.49M
|
385K
$157M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-11K- 6.02% |
$3.49M - $4.05M
|
172K
$70.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-11.6K- 5.12% |
$3.68M - $4.27M
|
215K
$87.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.8K- 90.18% |
$4.05M - $4.71M
|
1.4K
$568K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-13.1K- 20.2% |
$4.14M - $4.81M
|
51.8K
$21.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-13.3K- 62.64% |
$4.2M - $4.87M
|
7.92K
$3.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-13.4K- 54.26% |
$4.23M - $4.91M
|
11.3K
$4.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-14.8K- 16.77% |
$4.68M - $5.44M
|
73.5K
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15K- 2.61% |
$4.74M - $5.51M
|
559K
$228M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 2.65% |
$4.82M - $5.6M
|
560K
$228M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.8K- 0.31% |
$5M - $5.81M
|
5.15M
$2.1B
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-16.2K- 2.69% |
$5.13M - $5.96M
|
586K
$239M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-18.6K- 9.78% |
$5.86M - $6.81M
|
171K
$69.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.4K- 6.19% |
$6.14M - $7.13M
|
295K
$120M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-20.6KClosed |
$6.52M - $7.57M
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-21.4K- 1.56% |
$6.76M - $7.86M
|
1.35M
$550M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-24.5K- 4.29% |
$7.75M - $9M
|
547K
$223M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-24.5K- 5.32% |
$7.76M - $9.01M
|
437K
$178M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.6K- 4.09% |
$8.1M - $9.41M
|
601K
$245M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27.4K- 43.8% |
$8.66M - $10.1M
|
35.1K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-27.9K- 85.42% |
$8.82M - $10.2M
|
4.76K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-32.1K- 44.55% |
$10.1M - $11.8M
|
39.9K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-36.5K- 89.43% |
$11.5M - $13.4M
|
4.31K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-41.2K- 39.13% |
$13M - $15.1M
|
64.1K
$26.1M
|