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 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.45KNew |
$459K - $533K
|
1.45K
$591K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.45K+ 43.92% |
$457K - $531K
|
4.74K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.44K+ 2.39% |
$455K - $529K
|
61.7K
$25.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1.44K+ 80.06% |
$454K - $528K
|
3.23K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 11.69% |
$454K - $528K
|
13.7K
$5.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.43K+ 106.82% |
$451K - $523K
|
2.76K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.41KNew |
$444K - $516K
|
1.41K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$436K - $507K
|
1.38K
$562K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.38K+ 1.87% |
$435K - $505K
|
74.9K
$30.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.37K+ 13.67% |
$434K - $505K
|
11.4K
$4.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Nia Impact Advisors, LLC
|
BUY
|
- |
1.36KNew |
$431K - $501K
|
1.36K
$555K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.34K+ 13.2% |
$422K - $491K
|
11.5K
$4.66M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$420K - $487K
|
1.33K
$540K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.32K+ 12.34% |
$417K - $485K
|
12K
$4.89M
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1.31K+ 1.67% |
$415K - $482K
|
79.9K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.31K+ 6.74% |
$413K - $480K
|
20.7K
$8.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.3KNew |
$412K - $478K
|
1.3K
$530K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.3K+ 135.42% |
$410K - $476K
|
2.25K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.29K+ 9.53% |
$406K - $472K
|
14.8K
$6.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.27K+ 2.59% |
$402K - $467K
|
50.3K
$20.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.26K+ 5.33% |
$399K - $464K
|
25K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.26K+ 56.67% |
$399K - $464K
|
3.49K
$1.42M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
1.25K+ 4.27% |
$395K - $458K
|
30.5K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.25K+ 19.36% |
$394K - $458K
|
7.68K
$3.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.25KNew |
$394K - $457K
|
1.25K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 25.74% |
$379K - $441K
|
5.86K
$2.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.17K+ 29.39% |
$370K - $429K
|
5.15K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.16K+ 40.16% |
$368K - $427K
|
4.06K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.16K+ 4.41% |
$367K - $427K
|
27.5K
$11.2M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.16KNew |
$366K - $426K
|
1.16K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.15K+ 58.51% |
$362K - $421K
|
3.1K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.14K+ 15.43% |
$361K - $419K
|
8.54K
$3.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.12K+ 2595.35% |
$353K - $410K
|
1.16K
$472K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.11KNew |
$350K - $407K
|
1.11K
$451K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.1KNew |
$349K - $405K
|
1.1K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 37.8% |
$346K - $402K
|
3.99K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.08K+ 2.97% |
$340K - $395K
|
37.3K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.07KNew |
$337K - $392K
|
1.07K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.05K+ 14.7% |
$330K - $384K
|
8.16K
$3.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.04K+ 2.9% |
$327K - $380K
|
36.8K
$15M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.02KNew |
$323K - $375K
|
1.02K
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 34.53% |
$321K - $372K
|
3.95K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
998+ 4.81% |
$316K - $367K
|
21.8K
$8.86M
|
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
994New |
$314K - $365K
|
994
$405K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
990+ 0.74% |
$313K - $364K
|
135K
$54.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
985New |
$311K - $362K
|
985
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
982+ 236.06% |
$310K - $361K
|
1.4K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
969+ 1.28% |
$306K - $356K
|
76.6K
$31.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
959New |
$303K - $352K
|
959
$391K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
941+ 0.91% |
$297K - $346K
|
105K
$42.7M
|