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 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12- 1.4% |
$3.98K - $4.59K
|
848
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.87% |
$3.98K - $4.59K
|
1.36K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-12- 0.19% |
$3.98K - $4.59K
|
6.45K
$2.33M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-12- 0.69% |
$3.98K - $4.59K
|
1.74K
$626K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12- 0.12% |
$3.98K - $4.59K
|
9.97K
$3.59M
|
|
|
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
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12- 1.04% |
$3.98K - $4.59K
|
1.15K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-12- 0.72% |
$3.98K - $4.59K
|
1.66K
$598K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12- 1.43% |
$3.98K - $4.59K
|
827
$298K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-13- 0.35% |
$4.32K - $4.98K
|
3.67K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.18% |
$4.32K - $4.98K
|
7.24K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-13- 0.24% |
$4.32K - $4.98K
|
5.37K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.27% |
$4.32K - $4.98K
|
4.81K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-13- 1.33% |
$4.32K - $4.98K
|
964
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-14- 0.05% |
$4.65K - $5.36K
|
28.5K
$10.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 1.79% |
$4.65K - $5.36K
|
768
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14- 0.54% |
$4.65K - $5.36K
|
2.59K
$933K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-14- 0.58% |
$4.65K - $5.36K
|
2.42K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-14- 0.43% |
$4.65K - $5.36K
|
3.22K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14- 1.21% |
$4.65K - $5.36K
|
1.14K
$411K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.11% |
$4.98K - $5.74K
|
13K
$4.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.35% |
$4.98K - $5.74K
|
1.1K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15- 1.7% |
$4.98K - $5.74K
|
865
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-15- 1.47% |
$4.98K - $5.74K
|
1K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-16- 0.65% |
$5.31K - $6.12K
|
2.46K
$888K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.88% |
$5.64K - $6.51K
|
1.91K
$690K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-17- 1.46% |
$5.64K - $6.51K
|
1.15K
$414K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-17- 0.41% |
$5.64K - $6.51K
|
4.09K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-18- 0.09% |
$5.98K - $6.89K
|
19.9K
$7.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-18- 2.2% |
$5.98K - $6.89K
|
801
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18- 0.65% |
$5.98K - $6.89K
|
2.75K
$993K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-18- 0.47% |
$5.98K - $6.89K
|
3.78K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18- 0.79% |
$5.98K - $6.89K
|
2.26K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 0.09% |
$5.98K - $6.89K
|
20.3K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-18- 4.33% |
$5.98K - $6.89K
|
398
$143K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-19- 0.62% |
$6.31K - $7.27K
|
3.05K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 6.13% |
$6.31K - $7.27K
|
291
$105K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-20- 3.4% |
$6.64K - $7.66K
|
569
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.92% |
$6.64K - $7.66K
|
2.14K
$773K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-20- 0.64% |
$6.64K - $7.66K
|
3.08K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$6.64K - $7.66K
|
1.32K
$476K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 1.51% |
$6.64K - $7.66K
|
1.31K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-20- 2.2% |
$6.64K - $7.66K
|
890
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.56% |
$6.64K - $7.66K
|
3.57K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-21- 1.16% |
$6.97K - $8.04K
|
1.8K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-21- 0.2% |
$6.97K - $8.04K
|
10.6K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-21- 0.27% |
$6.97K - $8.04K
|
7.66K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-21- 7.19% |
$6.97K - $8.04K
|
271
$97.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.25% |
$7.64K - $8.8K
|
9.04K
$3.26M
|