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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
107+ 0.51% |
$35.5K - $41K
|
21.2K
$7.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
105+ 0.42% |
$34.9K - $40.2K
|
25K
$9.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
103+ 8.87% |
$34.2K - $39.4K
|
1.26K
$456K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
100+ 0.91% |
$33.2K - $38.3K
|
11.1K
$4M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.95% |
$33.2K - $38.3K
|
5.24K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
100+ 7.5% |
$33.2K - $38.3K
|
1.43K
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
99+ 0.49% |
$32.9K - $37.9K
|
20.3K
$7.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99+ 30.46% |
$32.9K - $37.9K
|
424
$153K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
97+ 0.81% |
$32.2K - $37.1K
|
12.1K
$4.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
95+ 3.18% |
$31.5K - $36.4K
|
3.08K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
93+ 0.2% |
$30.9K - $35.6K
|
46.8K
$16.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 14.31% |
$30.5K - $35.2K
|
735
$265K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
90+ 0.77% |
$29.9K - $34.4K
|
11.9K
$4.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
90+ 8.13% |
$29.9K - $34.4K
|
1.2K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
87+ 8.8% |
$28.9K - $33.3K
|
1.08K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
87+ 8.38% |
$28.9K - $33.3K
|
1.13K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
87+ 2.27% |
$28.9K - $33.3K
|
3.92K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
86+ 19.55% |
$28.6K - $32.9K
|
526
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 0.69% |
$28.6K - $32.9K
|
12.6K
$4.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
83New |
$27.6K - $31.8K
|
83
$29.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
83+ 3.25% |
$27.6K - $31.8K
|
2.64K
$951K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
79+ 7.98% |
$26.2K - $30.2K
|
1.07K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
79+ 3.4% |
$26.2K - $30.2K
|
2.41K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 2.19% |
$26.2K - $30.2K
|
3.69K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
78+ 0.82% |
$25.9K - $29.9K
|
9.62K
$3.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75+ 3.14% |
$24.9K - $28.7K
|
2.46K
$888K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73+ 3.83% |
$24.2K - $27.9K
|
1.98K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
72+ 0.54% |
$23.9K - $27.6K
|
13.5K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
72+ 8.89% |
$23.9K - $27.6K
|
882
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72New |
$23.9K - $27.6K
|
72
$26K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
71+ 1.93% |
$23.6K - $27.2K
|
3.76K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
70+ 9.97% |
$23.2K - $26.8K
|
772
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
70+ 11.35% |
$23.2K - $26.8K
|
687
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
70+ 4.99% |
$23.2K - $26.8K
|
1.47K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
69+ 0.41% |
$22.9K - $26.4K
|
17K
$6.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
67+ 1.55% |
$22.2K - $25.6K
|
4.39K
$1.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
67+ 0.13% |
$22.2K - $25.6K
|
53.6K
$19.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
67+ 0.38% |
$22.2K - $25.6K
|
17.5K
$6.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
65+ 0.12% |
$21.6K - $24.9K
|
52.4K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
65+ 406.25% |
$21.6K - $24.9K
|
81
$29.2K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
65+ 0.35% |
$21.6K - $24.9K
|
18.8K
$6.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
64+ 6.37% |
$21.2K - $24.5K
|
1.07K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
63+ 1.69% |
$20.9K - $24.1K
|
3.8K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
62+ 0.63% |
$20.6K - $23.7K
|
9.92K
$3.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
61+ 3.93% |
$20.3K - $23.3K
|
1.61K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
61New |
$20.3K - $23.3K
|
61
$22K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
61+ 6.03% |
$20.3K - $23.3K
|
1.07K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60+ 16.44% |
$19.9K - $23K
|
425
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 20.14% |
$18.9K - $21.8K
|
340
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
57+ 1.84% |
$18.9K - $21.8K
|
3.16K
$1.14M
|