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 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
700New |
$221K - $257K
|
700
$328K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
694New |
$219K - $255K
|
694
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
691+ 8.74% |
$218K - $254K
|
8.6K
$4.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
685+ 52.29% |
$217K - $252K
|
2K
$934K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
684+ 7.55% |
$216K - $251K
|
9.74K
$4.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
675+ 8.43% |
$213K - $248K
|
8.68K
$4.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
663+ 13.99% |
$210K - $244K
|
5.4K
$2.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
660New |
$209K - $242K
|
660
$309K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
658New |
$208K - $242K
|
658
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
655+ 12.32% |
$207K - $241K
|
5.97K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
655New |
$207K - $241K
|
655
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
645New |
$204K - $237K
|
645
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
633New |
$200K - $233K
|
633
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
628New |
$199K - $231K
|
628
$294K
|
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
627+ 2.72% |
$198K - $230K
|
23.7K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
624New |
$197K - $229K
|
624
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
620+ 59.96% |
$196K - $228K
|
1.65K
$774K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
617New |
$195K - $227K
|
617
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
610New |
$193K - $224K
|
610
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
610New |
$193K - $224K
|
610
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
607New |
$192K - $223K
|
607
$284K
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
606+ 2.36% |
$192K - $223K
|
26.2K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
602New |
$190K - $221K
|
602
$282K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$190K - $220K
|
600
$281K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
592New |
$187K - $217K
|
592
$277K
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
590New |
$187K - $217K
|
590
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
590+ 4.09% |
$187K - $217K
|
15K
$7.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
584+ 11.4% |
$185K - $215K
|
5.71K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
584New |
$185K - $215K
|
584
$273K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
583+ 1.26% |
$184K - $214K
|
46.9K
$21.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
575New |
$182K - $211K
|
575
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
575New |
$182K - $211K
|
575
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
573New |
$181K - $210K
|
573
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
573+ 4.84% |
$181K - $210K
|
12.4K
$5.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
572New |
$181K - $210K
|
572
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
571New |
$181K - $210K
|
571
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
571+ 12.0% |
$181K - $210K
|
5.33K
$2.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
570+ 1.6% |
$180K - $209K
|
36.2K
$16.9M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
569+ 3.4% |
$180K - $209K
|
17.3K
$8.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
569New |
$180K - $209K
|
569
$266K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
566New |
$179K - $208K
|
566
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
566New |
$179K - $208K
|
566
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
566+ 0.56% |
$179K - $208K
|
102K
$47.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
564New |
$178K - $207K
|
564
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
564+ 1.22% |
$178K - $207K
|
46.6K
$21.8M
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
564New |
$178K - $207K
|
564
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
563New |
$178K - $207K
|
563
$263K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
561New |
$177K - $206K
|
561
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
560New |
$177K - $206K
|
560
$262K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
560New |
$177K - $206K
|
560
$262K
|