Purchases and Sales Made in Q2 2024 in Ishares Russell 1000 Gr ETF (IWF)

IWF Quotes by TradingView

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 22, 2024 Q2 2024
Trilogy Capital Inc.

BUY
 -
919
+ 18.13%
$291K - $338K
5.99K $2.44M
Jul 25, 2024 Q2 2024
Ima Wealth, Inc.

Wichita, KS
BUY
 -
910
New
$288K - $334K
910 $371K
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
907
New
$287K - $333K
907 $369K
Aug 13, 2024 Q2 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
900
+ 77.72%
$285K - $331K
2.06K $838K
Aug 14, 2024 Q2 2024
Zacks Investment Management

Chicago, IL
BUY
 -
888
+ 10.13%
$281K - $326K
9.65K $3.93M
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
885
+ 4.97%
$280K - $325K
18.7K $7.61M
Jul 16, 2024 Q2 2024
Oak Ridge Investments LLC

BUY
 -
882
+ 84.48%
$279K - $324K
1.93K $784K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
877
+ 5.51%
$277K - $322K
16.8K $6.84M
Aug 01, 2024 Q2 2024
Providence First Trust CO

BUY
 -
873
+ 87.3%
$276K - $321K
1.87K $763K
Aug 14, 2024 Q2 2024
Tradewinds, Llc.

Raleigh, NC
BUY
 -
873
New
$276K - $321K
873 $355K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
855
+ 0.41%
$270K - $314K
210K $85.5M
Jul 30, 2024 Q2 2024
Centerpoint Advisors, LLC

BUY
 -
854
New
$270K - $314K
854 $348K
Aug 09, 2024 Q2 2024
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
849
+ 4.15%
$268K - $312K
21.3K $8.67M
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
843
+ 161.49%
$267K - $310K
1.37K $556K
Aug 01, 2024 Q2 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
836
New
$264K - $307K
836 $340K
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
835
+ 1.05%
$264K - $307K
80.5K $32.8M
Aug 12, 2024 Q2 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
831
New
$263K - $305K
831 $338K
Jul 30, 2024 Q2 2024
Maple Capital Management, Inc.

BUY
 -
829
New
$262K - $305K
829 $338K
Aug 08, 2024 Q2 2024
Planning Center, Inc.

BUY
 -
823
New
$260K - $302K
823 $335K
Aug 13, 2024 Q2 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
813
+ 9.02%
$257K - $299K
9.83K $4M
Jul 25, 2024 Q2 2024
Patten Group, Inc.

BUY
 -
806
+ 3.57%
$255K - $296K
23.4K $9.51M
Jul 30, 2024 Q2 2024
Jmac Enterprises LLC

BUY
 -
800
+ 0.87%
$253K - $294K
93.1K $37.9M
Aug 13, 2024 Q2 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
779
+ 126.05%
$246K - $286K
1.4K $569K
Oct 31, 2024 Q2 2024
Westshore Wealth, LLC

BUY
 -
776
+ 1.69%
$245K - $285K
46.7K $19M
Jul 24, 2024 Q2 2024
Secure Asset Management, LLC

BUY
 -
756
New
$239K - $278K
756 $308K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
749
+ 2.66%
$237K - $275K
28.9K $11.8M
Aug 05, 2024 Q2 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
747
New
$236K - $274K
747 $304K
Jul 17, 2024 Q2 2024
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
746
+ 4.61%
$236K - $274K
16.9K $6.89M
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
740
+ 14.1%
$234K - $272K
5.99K $2.44M
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
736
+ 25.05%
$233K - $270K
3.67K $1.5M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
732
+ 0.49%
$231K - $269K
149K $60.7M
Jul 30, 2024 Q2 2024
J. Safra Sarasin Holding Ag

Basel, V8
BUY
 -
727
New
$230K - $267K
727 $296K
Aug 13, 2024 Q2 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
727
New
$230K - $267K
727 $296K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
726
+ 15.76%
$230K - $267K
5.33K $2.17M
Jul 31, 2024 Q2 2024
Interchange Capital Partners, LLC

BUY
 -
725
+ 32.61%
$229K - $266K
2.95K $1.2M
Jul 10, 2024 Q2 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
723
New
$229K - $266K
723 $294K
Jul 09, 2024 Q2 2024
Park Avenue Securities LLC

BUY
 -
714
+ 1.49%
$226K - $262K
48.7K $19.8M
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
713
+ 70.95%
$225K - $262K
1.72K $700K
Jul 25, 2024 Q2 2024
Andrews, Lucia Wealth Management LLC

BUY
 -
711
+ 100.0%
$225K - $261K
1.42K $579K
Aug 01, 2024 Q2 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
704
+ 9.97%
$223K - $259K
7.77K $3.16M
Jul 24, 2024 Q2 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
701
+ 13.61%
$222K - $257K
5.85K $2.38M
Aug 14, 2024 Q2 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
700
New
$221K - $257K
700 $285K
Aug 22, 2024 Q2 2024
Aldebaran Financial Inc.

BUY
 -
694
New
$219K - $255K
694 $283K
Aug 06, 2024 Q2 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
691
+ 8.74%
$218K - $254K
8.6K $3.5M
Jul 15, 2024 Q2 2024
Roman Butler Fullerton & CO

BUY
 -
685
+ 52.29%
$217K - $252K
2K $812K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
684
+ 7.55%
$216K - $251K
9.74K $3.97M
Jul 25, 2024 Q2 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
675
+ 8.43%
$213K - $248K
8.68K $3.53M
Jul 29, 2024 Q2 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
663
+ 13.99%
$210K - $244K
5.4K $2.2M
Jul 19, 2024 Q2 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
660
New
$209K - $242K
660 $269K

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