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 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
990+ 0.74% |
$313K - $364K
|
135K
$63.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
985New |
$311K - $362K
|
985
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
982+ 236.06% |
$310K - $361K
|
1.4K
$654K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
969+ 1.28% |
$306K - $356K
|
76.6K
$35.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
959New |
$303K - $352K
|
959
$449K
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
949+ 0.95% |
$300K - $349K
|
101K
$47.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
941+ 0.91% |
$297K - $346K
|
105K
$49.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
919+ 18.13% |
$291K - $338K
|
5.99K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
910New |
$288K - $334K
|
910
$426K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
907New |
$287K - $333K
|
907
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
900+ 77.72% |
$285K - $331K
|
2.06K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
888+ 10.13% |
$281K - $326K
|
9.65K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
885+ 4.97% |
$280K - $325K
|
18.7K
$8.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
882+ 84.48% |
$279K - $324K
|
1.93K
$901K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
877+ 5.51% |
$277K - $322K
|
16.8K
$7.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
BUY
|
- |
873+ 87.3% |
$276K - $321K
|
1.87K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
873New |
$276K - $321K
|
873
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
868New |
$274K - $319K
|
868
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
855+ 0.41% |
$270K - $314K
|
210K
$98.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
854New |
$270K - $314K
|
854
$400K
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
853New |
$270K - $313K
|
853
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
849+ 4.15% |
$268K - $312K
|
21.3K
$9.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
843+ 161.49% |
$267K - $310K
|
1.37K
$639K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
836New |
$264K - $307K
|
836
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
835+ 1.05% |
$264K - $307K
|
80.5K
$37.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
831New |
$263K - $305K
|
831
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
829New |
$262K - $305K
|
829
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
823New |
$260K - $302K
|
823
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
813+ 9.02% |
$257K - $299K
|
9.83K
$4.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
806+ 3.57% |
$255K - $296K
|
23.4K
$10.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
800+ 0.87% |
$253K - $294K
|
93.1K
$43.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
779+ 126.05% |
$246K - $286K
|
1.4K
$654K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
776+ 1.69% |
$245K - $285K
|
46.7K
$21.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
756New |
$239K - $278K
|
756
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
749+ 2.66% |
$237K - $275K
|
28.9K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
747New |
$236K - $274K
|
747
$350K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
746+ 4.61% |
$236K - $274K
|
16.9K
$7.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
740+ 14.1% |
$234K - $272K
|
5.99K
$2.8M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
736+ 25.05% |
$233K - $270K
|
3.67K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
732+ 0.49% |
$231K - $269K
|
149K
$69.7M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
727New |
$230K - $267K
|
727
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
727New |
$230K - $267K
|
727
$340K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
726+ 15.76% |
$230K - $267K
|
5.33K
$2.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
725+ 32.61% |
$229K - $266K
|
2.95K
$1.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
723New |
$229K - $266K
|
723
$338K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
714+ 1.49% |
$226K - $262K
|
48.7K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
713+ 70.95% |
$225K - $262K
|
1.72K
$804K
|
|
|
Jul 25, 2024
Q2 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
711+ 100.0% |
$225K - $261K
|
1.42K
$665K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
704+ 9.97% |
$223K - $259K
|
7.77K
$3.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
701+ 13.61% |
$222K - $257K
|
5.85K
$2.74M
|