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
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-15- 1.47% |
$4.98K - $5.74K
|
1K
$395K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-16- 0.65% |
$5.31K - $6.12K
|
2.46K
$971K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-17- 0.88% |
$5.64K - $6.51K
|
1.91K
$754K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-17- 1.46% |
$5.64K - $6.51K
|
1.15K
$452K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-18- 0.09% |
$5.98K - $6.89K
|
19.9K
$7.86M
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-18- 2.2% |
$5.98K - $6.89K
|
801
$316K
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18- 0.65% |
$5.98K - $6.89K
|
2.75K
$1.09M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-18- 0.47% |
$5.98K - $6.89K
|
3.78K
$1.49M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18- 0.79% |
$5.98K - $6.89K
|
2.26K
$891K
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-18- 0.09% |
$5.98K - $6.89K
|
20.3K
$8.01M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-18- 4.33% |
$5.98K - $6.89K
|
398
$157K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-19- 0.62% |
$6.31K - $7.27K
|
3.05K
$1.2M
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19- 2.31% |
$6.31K - $7.27K
|
803
$316K
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 6.13% |
$6.31K - $7.27K
|
291
$115K
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-20- 3.4% |
$6.64K - $7.66K
|
569
$224K
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-20- 0.92% |
$6.64K - $7.66K
|
2.14K
$845K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-20- 0.64% |
$6.64K - $7.66K
|
3.08K
$1.22M
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-20- 1.49% |
$6.64K - $7.66K
|
1.32K
$520K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-20- 1.51% |
$6.64K - $7.66K
|
1.31K
$515K
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-20- 2.2% |
$6.64K - $7.66K
|
890
$351K
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-20- 0.56% |
$6.64K - $7.66K
|
3.57K
$1.41M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-21- 1.16% |
$6.97K - $8.04K
|
1.8K
$707K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-21- 0.2% |
$6.97K - $8.04K
|
10.6K
$4.18M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-21- 0.27% |
$6.97K - $8.04K
|
7.66K
$3.02M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-21- 7.19% |
$6.97K - $8.04K
|
271
$107K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-23- 0.25% |
$7.64K - $8.8K
|
9.04K
$3.56M
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-23- 1.23% |
$7.64K - $8.8K
|
1.85K
$728K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-23- 1.11% |
$7.64K - $8.8K
|
2.05K
$808K
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-23- 0.58% |
$7.64K - $8.8K
|
3.92K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23- 3.09% |
$7.64K - $8.8K
|
721
$284K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-24- 0.06% |
$7.97K - $9.19K
|
38K
$15M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-24- 0.35% |
$7.97K - $9.19K
|
6.85K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.25% |
$8.3K - $9.57K
|
9.84K
$3.88M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 1.11% |
$8.3K - $9.57K
|
2.22K
$875K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.64% |
$8.63K - $9.95K
|
534
$210K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-27- 0.68% |
$8.96K - $10.3K
|
3.92K
$1.54M
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-27- 2.38% |
$8.96K - $10.3K
|
1.11K
$437K
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27- 1.34% |
$8.96K - $10.3K
|
1.98K
$781K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-27- 3.23% |
$8.96K - $10.3K
|
808
$318K
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-27- 2.23% |
$8.96K - $10.3K
|
1.19K
$467K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-28- 0.1% |
$9.3K - $10.7K
|
29.2K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-28- 0.64% |
$9.3K - $10.7K
|
4.38K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-28- 1.12% |
$9.3K - $10.7K
|
2.48K
$976K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-28- 1.92% |
$9.3K - $10.7K
|
1.43K
$564K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.36% |
$9.63K - $11.1K
|
8.1K
$3.19M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.13% |
$9.96K - $11.5K
|
22.2K
$8.75M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-30- 2.88% |
$9.96K - $11.5K
|
1.01K
$399K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-30- 0.35% |
$9.96K - $11.5K
|
8.53K
$3.36M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-30- 4.6% |
$9.96K - $11.5K
|
622
$245K
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 3.67% |
$9.96K - $11.5K
|
787
$310K
|