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 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-23- 1.11% |
$7.64K - $8.8K
|
2.05K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-23- 0.58% |
$7.64K - $8.8K
|
3.92K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23- 3.09% |
$7.64K - $8.8K
|
721
$273K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-24- 0.06% |
$7.97K - $9.19K
|
38K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-24- 0.35% |
$7.97K - $9.19K
|
6.85K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-25- 0.25% |
$8.3K - $9.57K
|
9.84K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 1.11% |
$8.3K - $9.57K
|
2.22K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-26- 4.64% |
$8.63K - $9.95K
|
534
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-27- 0.68% |
$8.96K - $10.3K
|
3.92K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-27- 2.38% |
$8.96K - $10.3K
|
1.11K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-27- 1.34% |
$8.96K - $10.3K
|
1.98K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-27- 3.23% |
$8.96K - $10.3K
|
808
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-27- 2.23% |
$8.96K - $10.3K
|
1.19K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-28- 0.1% |
$9.3K - $10.7K
|
29.2K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-28- 0.64% |
$9.3K - $10.7K
|
4.38K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-28- 1.12% |
$9.3K - $10.7K
|
2.48K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-28- 1.92% |
$9.3K - $10.7K
|
1.43K
$542K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-29- 0.36% |
$9.63K - $11.1K
|
8.1K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.13% |
$9.96K - $11.5K
|
22.2K
$8.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-30- 2.88% |
$9.96K - $11.5K
|
1.01K
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-30- 0.35% |
$9.96K - $11.5K
|
8.53K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-30- 4.6% |
$9.96K - $11.5K
|
622
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-30- 3.67% |
$9.96K - $11.5K
|
787
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-31- 0.86% |
$10.3K - $11.9K
|
3.57K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-31- 3.64% |
$10.3K - $11.9K
|
820
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-32- 4.28% |
$10.6K - $12.2K
|
715
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-33- 0.11% |
$11K - $12.6K
|
31.1K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-33- 0.32% |
$11K - $12.6K
|
10.2K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-33- 5.15% |
$11K - $12.6K
|
608
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-34- 0.55% |
$11.3K - $13K
|
6.12K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-34- 2.19% |
$11.3K - $13K
|
1.52K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-34- 1.26% |
$11.3K - $13K
|
2.66K
$1.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-35- 0.11% |
$11.6K - $13.4K
|
32.3K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-35- 3.17% |
$11.6K - $13.4K
|
1.07K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-35- 4.28% |
$11.6K - $13.4K
|
782
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-35- 1.6% |
$11.6K - $13.4K
|
2.15K
$814K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36- 1.55% |
$12K - $13.8K
|
2.29K
$867K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-36- 0.76% |
$12K - $13.8K
|
4.68K
$1.77M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-37- 4.47% |
$12.3K - $14.2K
|
790
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-38- 0.68% |
$12.6K - $14.5K
|
5.58K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-39- 0.07% |
$12.9K - $14.9K
|
52.2K
$19.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-39- 2.57% |
$12.9K - $14.9K
|
1.48K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-39- 5.36% |
$12.9K - $14.9K
|
688
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-40- 2.84% |
$13.3K - $15.3K
|
1.37K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-41- 0.41% |
$13.6K - $15.7K
|
9.94K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-42- 3.51% |
$13.9K - $16.1K
|
1.16K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-42- 0.22% |
$13.9K - $16.1K
|
19.1K
$7.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-43- 3.58% |
$14.3K - $16.5K
|
1.16K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-44- 0.18% |
$14.6K - $16.8K
|
24.9K
$9.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-44- 0.1% |
$14.6K - $16.8K
|
45.4K
$17.2M
|