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
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-74- 7.04% |
$23.4K - $27.2K
|
977
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-75- 0.27% |
$23.7K - $27.5K
|
27.8K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-75- 7.99% |
$23.7K - $27.5K
|
864
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-75- 2.13% |
$23.7K - $27.5K
|
3.44K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-75- 4.12% |
$23.7K - $27.5K
|
1.75K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-75- 3.24% |
$23.7K - $27.5K
|
2.24K
$892K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-76- 1.52% |
$24K - $27.9K
|
4.94K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-77- 2.54% |
$24.3K - $28.3K
|
2.96K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-78- 1.44% |
$24.7K - $28.7K
|
5.34K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-79- 1.67% |
$25K - $29K
|
4.65K
$1.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-80- 0.4% |
$25.3K - $29.4K
|
20K
$7.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-80- 6.04% |
$25.3K - $29.4K
|
1.25K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-80- 6.69% |
$25.3K - $29.4K
|
1.12K
$445K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-82- 6.65% |
$25.9K - $30.1K
|
1.15K
$459K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-83- 1.85% |
$26.2K - $30.5K
|
4.4K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-83- 0.39% |
$26.2K - $30.5K
|
21.4K
$8.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-84- 21.88% |
$26.6K - $30.9K
|
300
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-85- 1.08% |
$26.9K - $31.2K
|
7.8K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-86- 3.02% |
$27.2K - $31.6K
|
2.76K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-87- 8.29% |
$27.5K - $32K
|
962
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-87- 1.41% |
$27.5K - $32K
|
6.08K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-88- 0.32% |
$27.8K - $32.3K
|
27.8K
$11.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-90- 1.25% |
$28.5K - $33.1K
|
7.11K
$2.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-90- 10.25% |
$28.5K - $33.1K
|
788
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-93- 4.45% |
$29.4K - $34.2K
|
2K
$795K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 1.17% |
$29.4K - $34.2K
|
7.88K
$3.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-93- 17.1% |
$29.4K - $34.2K
|
451
$180K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-93- 0.12% |
$29.4K - $34.2K
|
77K
$30.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-93- 6.55% |
$29.4K - $34.2K
|
1.33K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 2.89% |
$30.7K - $35.6K
|
3.26K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-97- 15.09% |
$30.7K - $35.6K
|
546
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-97- 8.43% |
$30.7K - $35.6K
|
1.05K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-97- 1.55% |
$30.7K - $35.6K
|
6.15K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-97- 14.24% |
$30.7K - $35.6K
|
584
$233K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-98- 8.6% |
$31K - $36K
|
1.04K
$415K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-99- 1.06% |
$31.3K - $36.4K
|
9.23K
$3.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-100- 14.37% |
$31.6K - $36.7K
|
596
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 25.97% |
$31.6K - $36.7K
|
285
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-100- 3.27% |
$31.6K - $36.7K
|
2.96K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-101- 8.25% |
$31.9K - $37.1K
|
1.12K
$447K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-102- 0.43% |
$32.2K - $37.5K
|
23.4K
$9.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-102- 25.89% |
$32.2K - $37.5K
|
292
$116K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-104- 4.11% |
$32.9K - $38.2K
|
2.42K
$966K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-105- 0.42% |
$33.2K - $38.6K
|
24.9K
$9.93M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-105- 6.72% |
$33.2K - $38.6K
|
1.46K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-106- 13.68% |
$33.5K - $38.9K
|
669
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-107- 15.51% |
$33.8K - $39.3K
|
583
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-109- 5.93% |
$34.5K - $40K
|
1.73K
$689K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-110- 11.41% |
$34.8K - $40.4K
|
854
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-111- 2.79% |
$35.1K - $40.8K
|
3.87K
$1.54M
|