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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.58K+ 3.93% |
$1.13M - $1.31M
|
94.6K
$38.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.5K+ 5.43% |
$1.11M - $1.28M
|
67.9K
$27.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
3.5K+ 144.68% |
$1.11M - $1.28M
|
5.91K
$2.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.47KNew |
$1.1M - $1.27M
|
3.47K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.44KNew |
$1.09M - $1.27M
|
3.44K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.41KNew |
$1.08M - $1.25M
|
3.41K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.37K+ 32.09% |
$1.07M - $1.24M
|
13.9K
$5.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
3.36K+ 4.94% |
$1.06M - $1.23M
|
71.3K
$29M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.35K+ 2.51% |
$1.06M - $1.23M
|
137K
$55.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$1.04M - $1.21M
|
3.29K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.28KNew |
$1.04M - $1.21M
|
3.28K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.12K+ 16.23% |
$985K - $1.14M
|
22.3K
$9.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.09K+ 3.14% |
$978K - $1.14M
|
102K
$41.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.06K+ 63.96% |
$966K - $1.12M
|
7.83K
$3.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.05KNew |
$963K - $1.12M
|
3.05K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.03K+ 376.52% |
$958K - $1.11M
|
3.84K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3KNew |
$948K - $1.1M
|
3K
$1.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.96K+ 5.45% |
$936K - $1.09M
|
57.2K
$23.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.94K+ 102.37% |
$928K - $1.08M
|
5.8K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.92K+ 80.6% |
$922K - $1.07M
|
6.53K
$2.66M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.91KNew |
$921K - $1.07M
|
2.91K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
2.88K+ 12.29% |
$909K - $1.06M
|
26.3K
$10.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.8KNew |
$884K - $1.03M
|
2.8K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.79K+ 0.56% |
$882K - $1.03M
|
498K
$203M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
BUY
|
- |
2.78KNew |
$879K - $1.02M
|
2.78K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.77K+ 187.2% |
$874K - $1.02M
|
4.24K
$1.73M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.77K+ 15.0% |
$874K - $1.02M
|
21.2K
$8.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.71K+ 37.35% |
$856K - $995K
|
9.96K
$4.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.62K+ 22.73% |
$829K - $963K
|
14.2K
$5.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.61K+ 39.54% |
$825K - $959K
|
9.21K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.6K+ 14.35% |
$822K - $955K
|
20.7K
$8.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.6K+ 151.05% |
$821K - $954K
|
4.32K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.59K+ 8.9% |
$819K - $951K
|
31.7K
$12.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 10.36% |
$807K - $937K
|
27.2K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.54K+ 70.09% |
$803K - $933K
|
6.16K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.52K+ 9.49% |
$796K - $925K
|
29.1K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.47K+ 106.52% |
$780K - $906K
|
4.78K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.46K+ 30.14% |
$779K - $905K
|
10.6K
$4.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.46K+ 4.12% |
$776K - $902K
|
62.1K
$25.3M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.44K+ 26.09% |
$771K - $896K
|
11.8K
$4.8M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
2.39K+ 29.12% |
$755K - $877K
|
10.6K
$4.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.36KNew |
$747K - $868K
|
2.36K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.36KNew |
$745K - $866K
|
2.36K
$960K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.35K+ 57.24% |
$743K - $864K
|
6.46K
$2.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.35K+ 1.22% |
$741K - $861K
|
194K
$79.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.32K+ 6.79% |
$732K - $851K
|
36.4K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 17.29% |
$732K - $850K
|
15.7K
$6.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.3K+ 30.07% |
$727K - $844K
|
9.94K
$4.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.26K+ 153.26% |
$714K - $830K
|
3.73K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
2.25KNew |
$710K - $825K
|
2.25K
$914K
|