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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.02% |
$4.11K - $4.78K
|
59.1K
$23.6M
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-13- 1.66% |
$4.11K - $4.78K
|
772
$308K
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13- 1.05% |
$4.11K - $4.78K
|
1.22K
$486K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 0.19% |
$4.43K - $5.14K
|
7.25K
$2.89M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.14% |
$4.43K - $5.14K
|
9.97K
$3.97M
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-15- 1.51% |
$4.74K - $5.51K
|
981
$391K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-15- 0.33% |
$4.74K - $5.51K
|
4.6K
$1.83M
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.39% |
$4.74K - $5.51K
|
3.85K
$1.53M
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 2.98% |
$4.74K - $5.51K
|
488
$194K
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-16- 0.84% |
$5.06K - $5.88K
|
1.89K
$754K
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16- 0.34% |
$5.06K - $5.88K
|
4.74K
$1.89M
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 0.98% |
$5.06K - $5.88K
|
1.62K
$643K
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17- 1.38% |
$5.37K - $6.24K
|
1.22K
$485K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-17- 2.04% |
$5.37K - $6.24K
|
815
$325K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-17- 2.19% |
$5.37K - $6.24K
|
759
$302K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-18- 0.6% |
$5.69K - $6.61K
|
3K
$1.2M
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-18- 2.54% |
$5.69K - $6.61K
|
690
$275K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 0.58% |
$5.69K - $6.61K
|
3.1K
$1.23M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-18- 1.19% |
$5.69K - $6.61K
|
1.49K
$594K
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-18- 2.18% |
$5.69K - $6.61K
|
809
$322K
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-19- 0.64% |
$6.01K - $6.98K
|
2.95K
$1.17M
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-19- 0.79% |
$6.01K - $6.98K
|
2.38K
$947K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-19- 0.18% |
$6.01K - $6.98K
|
10.4K
$4.13M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.83% |
$6.01K - $6.98K
|
2.26K
$901K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.1% |
$6.32K - $7.35K
|
1.8K
$715K
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 2.04% |
$6.32K - $7.35K
|
960
$382K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-20- 2.7% |
$6.32K - $7.35K
|
721
$287K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-20- 1.41% |
$6.32K - $7.35K
|
1.4K
$558K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.16% |
$6.64K - $7.71K
|
13.3K
$5.31M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-21- 3.44% |
$6.64K - $7.71K
|
589
$235K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-21- 17.36% |
$6.64K - $7.71K
|
100
$39.8K
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-21- 0.32% |
$6.64K - $7.71K
|
6.5K
$2.59M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 1.79% |
$7.27K - $8.45K
|
1.26K
$502K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-23- 0.6% |
$7.27K - $8.45K
|
3.79K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-24- 1.2% |
$7.59K - $8.82K
|
1.97K
$786K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24- 0.39% |
$7.59K - $8.82K
|
6.11K
$2.43M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-25- 1.15% |
$7.9K - $9.18K
|
2.14K
$854K
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-25- 2.0% |
$7.9K - $9.18K
|
1.23K
$488K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 5.53% |
$7.9K - $9.18K
|
427
$170K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-25- 0.56% |
$7.9K - $9.18K
|
4.46K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-25- 0.46% |
$7.9K - $9.18K
|
5.44K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-25- 0.2% |
$7.9K - $9.18K
|
12.2K
$4.88M
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-26- 1.65% |
$8.22K - $9.55K
|
1.55K
$617K
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-27- 2.21% |
$8.54K - $9.92K
|
1.2K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-27- 0.61% |
$8.54K - $9.92K
|
4.38K
$1.75M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-28- 93.33% |
$8.85K - $10.3K
|
2
$797
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-28- 4.16% |
$8.85K - $10.3K
|
645
$257K
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-28- 1.9% |
$8.85K - $10.3K
|
1.45K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-28- 3.24% |
$8.85K - $10.3K
|
835
$333K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-29- 0.32% |
$9.17K - $10.7K
|
8.93K
$3.56M
|