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
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
544+ 0.67% |
$172K - $200K
|
81.4K
$33.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
532+ 5.09% |
$168K - $195K
|
11K
$4.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
516New |
$163K - $190K
|
516
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
512+ 2.58% |
$162K - $188K
|
20.4K
$8.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
511+ 23.41% |
$162K - $188K
|
2.69K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
502+ 5.78% |
$159K - $184K
|
9.19K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
501New |
$158K - $184K
|
501
$204K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
500+ 4.35% |
$158K - $184K
|
12K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
498New |
$157K - $183K
|
498
$203K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
496+ 6.8% |
$157K - $182K
|
7.79K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
496+ 11.56% |
$157K - $182K
|
4.79K
$1.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
494+ 2.39% |
$156K - $181K
|
21.2K
$8.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
489+ 7.66% |
$155K - $180K
|
6.87K
$2.8M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
485+ 15.66% |
$153K - $178K
|
3.58K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
471+ 3.17% |
$149K - $173K
|
15.3K
$6.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
470+ 11.07% |
$149K - $173K
|
4.72K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
460+ 7.33% |
$145K - $169K
|
6.73K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
457+ 23.16% |
$144K - $168K
|
2.43K
$990K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
442+ 16.06% |
$140K - $162K
|
3.2K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
441+ 70.56% |
$139K - $162K
|
1.07K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
440+ 3.23% |
$139K - $162K
|
14.1K
$5.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
435+ 1.05% |
$138K - $160K
|
41.7K
$17M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
430+ 4.22% |
$136K - $158K
|
10.6K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
421+ 2.21% |
$133K - $155K
|
19.5K
$7.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
414+ 1.14% |
$131K - $152K
|
36.7K
$15M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
408+ 529.87% |
$129K - $150K
|
485
$197K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
395New |
$125K - $145K
|
395
$161K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
393+ 9.46% |
$124K - $144K
|
4.55K
$1.85M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
392+ 3.05% |
$124K - $144K
|
13.2K
$5.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
392+ 15.1% |
$124K - $144K
|
2.99K
$1.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
384+ 5.38% |
$121K - $141K
|
7.53K
$3.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
384+ 2.2% |
$121K - $141K
|
17.8K
$7.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
383+ 18.83% |
$121K - $141K
|
2.42K
$984K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
382+ 29.84% |
$121K - $140K
|
1.66K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
378+ 33.99% |
$120K - $139K
|
1.49K
$607K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
370+ 2.66% |
$117K - $136K
|
14.3K
$5.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
367+ 19.55% |
$116K - $135K
|
2.24K
$914K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
363+ 3.15% |
$115K - $133K
|
11.9K
$4.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
362New |
$114K - $133K
|
362
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
353+ 15.54% |
$112K - $130K
|
2.63K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
353+ 2.12% |
$112K - $130K
|
17K
$6.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
343+ 25.37% |
$108K - $126K
|
1.7K
$690K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
336+ 4.21% |
$106K - $123K
|
8.31K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
334+ 21.72% |
$106K - $123K
|
1.87K
$762K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
332+ 49.85% |
$105K - $122K
|
998
$406K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
331+ 10.55% |
$105K - $122K
|
3.47K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
331+ 7.37% |
$105K - $122K
|
4.82K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
325+ 48.95% |
$103K - $119K
|
989
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
324+ 11.67% |
$102K - $119K
|
3.1K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
321+ 3.67% |
$101K - $118K
|
9.06K
$3.69M
|