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 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4- 0.11% |
$1.33K - $1.53K
|
3.7K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.01% |
$1.66K - $1.91K
|
51.6K
$18.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-5- 2.82% |
$1.66K - $1.91K
|
172
$62K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.46% |
$1.66K - $1.91K
|
1.09K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5- 0.43% |
$1.66K - $1.91K
|
1.16K
$417K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-5- 1.13% |
$1.66K - $1.91K
|
437
$158K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-5- 0.11% |
$1.66K - $1.91K
|
4.64K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5- 0.01% |
$1.66K - $1.91K
|
48.8K
$17.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.03% |
$1.66K - $1.91K
|
15.1K
$5.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6- 0.95% |
$1.99K - $2.3K
|
623
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.28% |
$1.99K - $2.3K
|
2.14K
$771K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6- 0.09% |
$1.99K - $2.3K
|
6.95K
$2.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6- 0.11% |
$1.99K - $2.3K
|
5.71K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-6- 0.35% |
$1.99K - $2.3K
|
1.69K
$611K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.28% |
$2.32K - $2.68K
|
2.53K
$912K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-7- 0.39% |
$2.32K - $2.68K
|
1.77K
$638K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-7- 0.1% |
$2.32K - $2.68K
|
6.93K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-7- 0.41% |
$2.32K - $2.68K
|
1.71K
$616K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$2.32K - $2.68K
|
6.11K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 0.27% |
$2.32K - $2.68K
|
2.6K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-7- 0.25% |
$2.32K - $2.68K
|
2.77K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.44% |
$2.32K - $2.68K
|
1.58K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7- 0.63% |
$2.32K - $2.68K
|
1.11K
$401K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-8- 5.03% |
$2.66K - $3.06K
|
151
$54.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8- 0.07% |
$2.66K - $3.06K
|
11.6K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-8- 0.11% |
$2.66K - $3.06K
|
7.42K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8- 0.16% |
$2.66K - $3.06K
|
5.02K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-9- 1.15% |
$2.99K - $3.44K
|
771
$278K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-9- 0.01% |
$2.99K - $3.44K
|
102K
$36.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-9- 0.38% |
$2.99K - $3.44K
|
2.39K
$860K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9- 0.29% |
$2.99K - $3.44K
|
3.05K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-9- 0.26% |
$2.99K - $3.44K
|
3.42K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-9- 1.15% |
$2.99K - $3.44K
|
774
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-9- 0.5% |
$2.99K - $3.44K
|
1.78K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-9- 0.75% |
$2.99K - $3.44K
|
1.2K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 0.04% |
$2.99K - $3.44K
|
22.7K
$8.2M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-10- 0.89% |
$3.32K - $3.83K
|
1.12K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.78% |
$3.32K - $3.83K
|
1.27K
$458K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10- 0.97% |
$3.32K - $3.83K
|
1.03K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-10- 0.96% |
$3.32K - $3.83K
|
1.04K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-10- 1.21% |
$3.32K - $3.83K
|
816
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$3.32K - $3.83K
|
4.57K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-10- 55.56% |
$3.32K - $3.83K
|
8
$2.88K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 8.93% |
$3.32K - $3.83K
|
102
$36.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-10- 0.15% |
$3.32K - $3.83K
|
6.6K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10- 1.12% |
$3.32K - $3.83K
|
880
$317K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-11- 0.59% |
$3.65K - $4.21K
|
1.86K
$671K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-11- 0.07% |
$3.65K - $4.21K
|
15.4K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-11- 0.62% |
$3.65K - $4.21K
|
1.76K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-11- 0.26% |
$3.65K - $4.21K
|
4.26K
$1.54M
|