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 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.23KNew |
$706K - $821K
|
2.23K
$910K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.23K+ 18.67% |
$704K - $818K
|
14.2K
$5.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.12K+ 11.93% |
$672K - $780K
|
19.9K
$8.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.11KNew |
$666K - $774K
|
2.11K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.09KNew |
$662K - $769K
|
2.09K
$852K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.04K+ 11.89% |
$644K - $748K
|
19.2K
$7.81M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
2.03K+ 4.91% |
$641K - $745K
|
43.3K
$17.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.01K+ 166.78% |
$635K - $738K
|
3.21K
$1.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.96KNew |
$618K - $718K
|
1.96K
$797K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.95KNew |
$617K - $717K
|
1.95K
$795K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.95KNew |
$616K - $716K
|
1.95K
$794K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.94K+ 1168.67% |
$613K - $713K
|
2.11K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.93K+ 5688.24% |
$611K - $710K
|
1.97K
$801K
|
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$609K - $707K
|
1.93K
$784K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.9KNew |
$600K - $697K
|
1.9K
$773K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.89K+ 0.52% |
$599K - $696K
|
364K
$148M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.88K+ 6.17% |
$595K - $691K
|
32.4K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.87K+ 1.9% |
$590K - $686K
|
100K
$40.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 7.08% |
$580K - $674K
|
27.8K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.83KNew |
$580K - $674K
|
1.83K
$747K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.81K+ 64.72% |
$573K - $666K
|
4.62K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.81KNew |
$573K - $665K
|
1.81K
$737K
|
|
|
Jul 29, 2024
Q2 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.8KNew |
$569K - $661K
|
1.8K
$733K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.78K+ 77.17% |
$562K - $653K
|
4.08K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74K+ 25.82% |
$549K - $638K
|
8.47K
$3.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.73K+ 29.85% |
$546K - $634K
|
7.51K
$3.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.71K+ 8.63% |
$539K - $626K
|
21.5K
$8.74M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.7K+ 8.54% |
$538K - $625K
|
21.6K
$8.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.7KNew |
$537K - $624K
|
1.7K
$692K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.69K+ 39.84% |
$534K - $621K
|
5.93K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 30.41% |
$532K - $618K
|
7.22K
$2.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.65K+ 3.88% |
$522K - $607K
|
44.3K
$18M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.65K+ 4.05% |
$521K - $606K
|
42.3K
$17.2M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.61K+ 8.03% |
$509K - $591K
|
21.7K
$8.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.61K+ 13.85% |
$507K - $590K
|
13.2K
$5.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
1.6K+ 10.08% |
$506K - $588K
|
17.5K
$7.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
1.6K+ 28.57% |
$506K - $588K
|
7.2K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.59K+ 3.36% |
$503K - $585K
|
49K
$19.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$498K - $578K
|
1.57K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.56KNew |
$493K - $573K
|
1.56K
$635K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 8.12% |
$492K - $572K
|
20.7K
$8.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.52K+ 3.62% |
$481K - $558K
|
43.5K
$17.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.52K+ 3.64% |
$480K - $558K
|
43.3K
$17.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.51K+ 21.75% |
$479K - $556K
|
8.48K
$3.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.51K+ 131.48% |
$478K - $555K
|
2.66K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.51KNew |
$477K - $555K
|
1.51K
$615K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.51K+ 7.05% |
$476K - $553K
|
22.9K
$9.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.5KNew |
$474K - $551K
|
1.5K
$610K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 14.61% |
$466K - $541K
|
11.6K
$4.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.45K+ 2.33% |
$459K - $533K
|
63.8K
$26M
|