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 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 5.03% |
$2.66K - $3.06K
|
151
$59.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8- 0.07% |
$2.66K - $3.06K
|
11.6K
$4.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.11% |
$2.66K - $3.06K
|
7.42K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8- 0.16% |
$2.66K - $3.06K
|
5.02K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-9- 1.15% |
$2.99K - $3.44K
|
771
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-9- 0.01% |
$2.99K - $3.44K
|
102K
$40M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-9- 0.38% |
$2.99K - $3.44K
|
2.39K
$940K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9- 0.29% |
$2.99K - $3.44K
|
3.05K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-9- 0.26% |
$2.99K - $3.44K
|
3.42K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-9- 1.15% |
$2.99K - $3.44K
|
774
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-9- 0.5% |
$2.99K - $3.44K
|
1.78K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-9- 0.75% |
$2.99K - $3.44K
|
1.2K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.04% |
$2.99K - $3.44K
|
22.7K
$8.96M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.89% |
$3.32K - $3.83K
|
1.12K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.78% |
$3.32K - $3.83K
|
1.27K
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$3.32K - $3.83K
|
1.03K
$404K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.21% |
$3.32K - $3.83K
|
816
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$3.32K - $3.83K
|
4.57K
$1.8M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10- 55.56% |
$3.32K - $3.83K
|
8
$3.15K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 8.93% |
$3.32K - $3.83K
|
102
$40.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$3.32K - $3.83K
|
6.6K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 1.12% |
$3.32K - $3.83K
|
880
$347K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-11- 0.59% |
$3.65K - $4.21K
|
1.86K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-11- 0.07% |
$3.65K - $4.21K
|
15.4K
$6.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-11- 0.62% |
$3.65K - $4.21K
|
1.76K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-11- 0.26% |
$3.65K - $4.21K
|
4.26K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12- 1.4% |
$3.98K - $4.59K
|
848
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.87% |
$3.98K - $4.59K
|
1.36K
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.19% |
$3.98K - $4.59K
|
6.45K
$2.54M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-12- 0.69% |
$3.98K - $4.59K
|
1.74K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12- 0.12% |
$3.98K - $4.59K
|
9.97K
$3.93M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12- 1.08% |
$3.98K - $4.59K
|
1.1K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12- 1.04% |
$3.98K - $4.59K
|
1.15K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-12- 0.72% |
$3.98K - $4.59K
|
1.66K
$654K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12- 1.43% |
$3.98K - $4.59K
|
827
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-13- 0.35% |
$4.32K - $4.98K
|
3.67K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.18% |
$4.32K - $4.98K
|
7.24K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.24% |
$4.32K - $4.98K
|
5.37K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.27% |
$4.32K - $4.98K
|
4.81K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-13- 1.33% |
$4.32K - $4.98K
|
964
$380K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14- 0.05% |
$4.65K - $5.36K
|
28.5K
$11.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 1.79% |
$4.65K - $5.36K
|
768
$303K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 0.54% |
$4.65K - $5.36K
|
2.59K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14- 0.58% |
$4.65K - $5.36K
|
2.42K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-14- 0.43% |
$4.65K - $5.36K
|
3.22K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14- 1.21% |
$4.65K - $5.36K
|
1.14K
$449K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.11% |
$4.98K - $5.74K
|
13K
$5.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.35% |
$4.98K - $5.74K
|
1.1K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15- 1.7% |
$4.98K - $5.74K
|
865
$341K
|