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 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
161+ 4.64% |
$53.5K - $61.6K
|
3.63K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
161+ 0.44% |
$53.5K - $61.6K
|
37.1K
$14.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
154+ 8.64% |
$51.1K - $58.9K
|
1.94K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
153+ 4.82% |
$50.8K - $58.6K
|
3.33K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
151+ 11.63% |
$50.1K - $57.8K
|
1.45K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
149+ 4.27% |
$49.5K - $57K
|
3.64K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
148+ 1.27% |
$49.1K - $56.6K
|
11.8K
$4.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
147+ 0.3% |
$48.8K - $56.3K
|
49.1K
$19.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
145+ 2.67% |
$48.1K - $55.5K
|
5.58K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
144+ 0.33% |
$47.8K - $55.1K
|
43.5K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
144+ 1.69% |
$47.8K - $55.1K
|
8.69K
$3.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
143+ 18.72% |
$47.5K - $54.7K
|
907
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
143+ 16.86% |
$47.5K - $54.7K
|
991
$391K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
141New |
$46.8K - $54K
|
141
$55.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
140+ 21.12% |
$46.5K - $53.6K
|
803
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
139+ 3.78% |
$46.2K - $53.2K
|
3.82K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
137New |
$45.5K - $52.4K
|
137
$54K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
136+ 8.1% |
$45.2K - $52.1K
|
1.82K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
136+ 8.1% |
$45.2K - $52.1K
|
1.82K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
132+ 100.0% |
$43.8K - $50.5K
|
264
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
131+ 8.06% |
$43.5K - $50.1K
|
1.76K
$692K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
129+ 98.47% |
$42.8K - $49.4K
|
260
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
127+ 2.17% |
$42.2K - $48.6K
|
5.98K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
120+ 2.59% |
$39.8K - $45.9K
|
4.75K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
120+ 4.59% |
$39.8K - $45.9K
|
2.74K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
120+ 3.04% |
$39.8K - $45.9K
|
4.07K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
115+ 1.92% |
$38.2K - $44K
|
6.1K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
114+ 4.95% |
$37.9K - $43.6K
|
2.42K
$952K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
112New |
$37.2K - $42.9K
|
112
$44.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
112+ 0.18% |
$37.2K - $42.9K
|
62.2K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
110+ 17.38% |
$36.5K - $42.1K
|
743
$293K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
109+ 4.4% |
$36.2K - $41.7K
|
2.58K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
107+ 0.51% |
$35.5K - $41K
|
21.2K
$8.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105+ 0.42% |
$34.9K - $40.2K
|
25K
$9.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
103+ 8.87% |
$34.2K - $39.4K
|
1.26K
$498K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 0.91% |
$33.2K - $38.3K
|
11.1K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.95% |
$33.2K - $38.3K
|
5.24K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 7.5% |
$33.2K - $38.3K
|
1.43K
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
99+ 0.49% |
$32.9K - $37.9K
|
20.3K
$7.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99+ 30.46% |
$32.9K - $37.9K
|
424
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
97+ 0.81% |
$32.2K - $37.1K
|
12.1K
$4.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
93+ 0.2% |
$30.9K - $35.6K
|
46.8K
$18.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 14.31% |
$30.5K - $35.2K
|
735
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
90+ 0.77% |
$29.9K - $34.4K
|
11.9K
$4.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$472K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
87+ 8.8% |
$28.9K - $33.3K
|
1.08K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 8.38% |
$28.9K - $33.3K
|
1.13K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
87+ 2.27% |
$28.9K - $33.3K
|
3.92K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
86+ 19.55% |
$28.6K - $32.9K
|
526
$207K
|