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
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 8.38% |
$28.9K - $33.3K
|
1.13K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
87+ 2.27% |
$28.9K - $33.3K
|
3.92K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
86+ 19.55% |
$28.6K - $32.9K
|
526
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 0.69% |
$28.6K - $32.9K
|
12.6K
$5.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
83New |
$27.6K - $31.8K
|
83
$33K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83+ 3.25% |
$27.6K - $31.8K
|
2.64K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
79+ 7.98% |
$26.2K - $30.2K
|
1.07K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
79+ 3.4% |
$26.2K - $30.2K
|
2.41K
$957K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 2.19% |
$26.2K - $30.2K
|
3.69K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
78+ 0.82% |
$25.9K - $29.9K
|
9.62K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75+ 3.14% |
$24.9K - $28.7K
|
2.46K
$980K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 3.83% |
$24.2K - $27.9K
|
1.98K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 0.54% |
$23.9K - $27.6K
|
13.5K
$5.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
72+ 8.89% |
$23.9K - $27.6K
|
882
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72New |
$23.9K - $27.6K
|
72
$28.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
71+ 1.93% |
$23.6K - $27.2K
|
3.76K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
70+ 9.97% |
$23.2K - $26.8K
|
772
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
70+ 11.35% |
$23.2K - $26.8K
|
687
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
70+ 4.99% |
$23.2K - $26.8K
|
1.47K
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
69+ 0.41% |
$22.9K - $26.4K
|
17K
$6.76M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 1.55% |
$22.2K - $25.6K
|
4.39K
$1.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
67+ 0.13% |
$22.2K - $25.6K
|
53.6K
$21.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
67+ 0.38% |
$22.2K - $25.6K
|
17.5K
$6.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 0.12% |
$21.6K - $24.9K
|
52.4K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
65+ 406.25% |
$21.6K - $24.9K
|
81
$32.2K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
65+ 0.35% |
$21.6K - $24.9K
|
18.8K
$7.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
64+ 6.37% |
$21.2K - $24.5K
|
1.07K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
63+ 1.69% |
$20.9K - $24.1K
|
3.8K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
62+ 0.63% |
$20.6K - $23.7K
|
9.92K
$3.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$642K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$20.3K - $23.3K
|
61
$24.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
61+ 6.03% |
$20.3K - $23.3K
|
1.07K
$427K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 16.44% |
$19.9K - $23K
|
425
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 20.14% |
$18.9K - $21.8K
|
340
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
57+ 1.84% |
$18.9K - $21.8K
|
3.16K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
56+ 0.38% |
$18.6K - $21.4K
|
14.7K
$5.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
54+ 0.77% |
$17.9K - $20.7K
|
7.11K
$2.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
54+ 6.01% |
$17.9K - $20.7K
|
953
$379K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
54+ 4.45% |
$17.9K - $20.7K
|
1.27K
$505K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
54+ 10.53% |
$17.9K - $20.7K
|
567
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
54+ 0.24% |
$17.9K - $20.7K
|
22.8K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
54+ 1.31% |
$17.9K - $20.7K
|
4.17K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
53New |
$17.6K - $20.3K
|
53
$21.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
52+ 1.67% |
$17.3K - $19.9K
|
3.17K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
52+ 6.85% |
$17.3K - $19.9K
|
811
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
51+ 4.69% |
$16.9K - $19.5K
|
1.14K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51+ 2.61% |
$16.9K - $19.5K
|
2K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.81% |
$16.6K - $19.1K
|
6.2K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
50+ 5.65% |
$16.6K - $19.1K
|
935
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
50+ 6.54% |
$16.6K - $19.1K
|
815
$324K
|