Purchases and Sales Made in Q3 2024 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
184+ 7.13% |
$61.1K - $70.4K
|
2.77K
$997K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180New |
$59.8K - $68.9K
|
180
$64.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
179+ 2.57% |
$59.4K - $68.5K
|
7.13K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
179+ 2.35% |
$59.4K - $68.5K
|
7.8K
$2.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
178+ 12.71% |
$59.1K - $68.1K
|
1.58K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
BUY
|
- |
175+ 2.14% |
$58.1K - $67K
|
8.35K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
175+ 2.19% |
$58.1K - $67K
|
8.16K
$2.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
173+ 19.07% |
$57.4K - $66.2K
|
1.08K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
173+ 7.13% |
$57.4K - $66.2K
|
2.6K
$937K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
167+ 1.35% |
$55.4K - $63.9K
|
12.5K
$4.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
165+ 5.93% |
$54.8K - $63.2K
|
2.95K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
165+ 0.63% |
$54.8K - $63.2K
|
26.4K
$9.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
164+ 1.06% |
$54.5K - $62.8K
|
15.6K
$5.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
163+ 0.25% |
$54.1K - $62.4K
|
65.7K
$23.7M
|
|
|
Jan 29, 2025
Q3 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
163+ 19.11% |
$54.1K - $62.4K
|
1.02K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
161+ 8.58% |
$53.5K - $61.6K
|
2.04K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
161+ 4.64% |
$53.5K - $61.6K
|
3.63K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
161+ 0.44% |
$53.5K - $61.6K
|
37.1K
$13.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
154+ 8.64% |
$51.1K - $58.9K
|
1.94K
$698K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
153+ 4.82% |
$50.8K - $58.6K
|
3.33K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
151+ 11.63% |
$50.1K - $57.8K
|
1.45K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
149+ 4.27% |
$49.5K - $57K
|
3.64K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
148+ 1.27% |
$49.1K - $56.6K
|
11.8K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
147+ 0.3% |
$48.8K - $56.3K
|
49.1K
$17.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
145+ 2.67% |
$48.1K - $55.5K
|
5.58K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
144+ 0.33% |
$47.8K - $55.1K
|
43.5K
$15.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
144+ 1.69% |
$47.8K - $55.1K
|
8.69K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
143+ 18.72% |
$47.5K - $54.7K
|
907
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
143+ 16.86% |
$47.5K - $54.7K
|
991
$357K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$50.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
140+ 21.12% |
$46.5K - $53.6K
|
803
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
139+ 3.78% |
$46.2K - $53.2K
|
3.82K
$1.38M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
139+ 7.29% |
$46.2K - $53.2K
|
2.05K
$738K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
137New |
$45.5K - $52.4K
|
137
$49.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 8.1% |
$45.2K - $52.1K
|
1.82K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
136+ 8.1% |
$45.2K - $52.1K
|
1.82K
$654K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
135+ 3.42% |
$44.8K - $51.7K
|
4.09K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
132+ 100.0% |
$43.8K - $50.5K
|
264
$95.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
131+ 8.06% |
$43.5K - $50.1K
|
1.76K
$633K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 98.47% |
$42.8K - $49.4K
|
260
$93.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
127+ 2.17% |
$42.2K - $48.6K
|
5.98K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
120+ 2.59% |
$39.8K - $45.9K
|
4.75K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
120+ 4.59% |
$39.8K - $45.9K
|
2.74K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
120+ 3.04% |
$39.8K - $45.9K
|
4.07K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
115+ 1.92% |
$38.2K - $44K
|
6.1K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
114+ 4.95% |
$37.9K - $43.6K
|
2.42K
$871K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$37.2K - $42.9K
|
112
$40.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
112+ 0.18% |
$37.2K - $42.9K
|
62.2K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
110+ 17.38% |
$36.5K - $42.1K
|
743
$268K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
109+ 4.4% |
$36.2K - $41.7K
|
2.58K
$932K
|