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 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-55- 0.44% |
$18.3K - $21.1K
|
12.4K
$4.93M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-55- 0.82% |
$18.3K - $21.1K
|
6.63K
$2.64M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-55- 1.82% |
$18.3K - $21.1K
|
2.97K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-55- 1.22% |
$18.3K - $21.1K
|
4.44K
$1.77M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-56- 0.23% |
$18.6K - $21.4K
|
24.8K
$9.85M
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-56- 0.84% |
$18.6K - $21.4K
|
6.64K
$2.64M
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-56- 1.8% |
$18.6K - $21.4K
|
3.06K
$1.22M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-57- 4.94% |
$18.9K - $21.8K
|
1.1K
$437K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 0.97% |
$18.9K - $21.8K
|
5.81K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-59- 7.82% |
$19.6K - $22.6K
|
695
$277K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-59- 0.04% |
$19.6K - $22.6K
|
151K
$60.2M
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-60- 4.43% |
$19.9K - $23K
|
1.3K
$515K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-60- 5.5% |
$19.9K - $23K
|
1.03K
$410K
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-60- 1.52% |
$19.9K - $23K
|
3.88K
$1.54M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-60- 2.34% |
$19.9K - $23K
|
2.51K
$999K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-60- 2.32% |
$19.9K - $23K
|
2.53K
$1.01M
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-61- 6.77% |
$20.3K - $23.3K
|
840
$334K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 6.39% |
$20.3K - $23.3K
|
894
$356K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-62- 7.96% |
$20.6K - $23.7K
|
717
$285K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-63- 14.75% |
$20.9K - $24.1K
|
364
$145K
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-64- 2.9% |
$21.2K - $24.5K
|
2.14K
$853K
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-64- 0.99% |
$21.2K - $24.5K
|
6.43K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-64- 65.31% |
$21.2K - $24.5K
|
34
$13.5K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-64- 53.78% |
$21.2K - $24.5K
|
55
$21.9K
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-64- 1.39% |
$21.2K - $24.5K
|
4.56K
$1.81M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 2.74% |
$21.9K - $25.3K
|
2.34K
$932K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-66- 3.95% |
$21.9K - $25.3K
|
1.61K
$640K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-67- 0.06% |
$22.2K - $25.6K
|
115K
$45.7M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-67- 2.21% |
$22.2K - $25.6K
|
2.97K
$1.18M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-70- 0.74% |
$23.2K - $26.8K
|
9.44K
$3.76M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-70- 4.49% |
$23.2K - $26.8K
|
1.49K
$593K
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-71- 0.4% |
$23.6K - $27.2K
|
17.7K
$7.03M
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.54% |
$23.9K - $27.6K
|
13.2K
$5.27M
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-72- 1.02% |
$23.9K - $27.6K
|
6.99K
$2.78M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-73- 2.95% |
$24.2K - $27.9K
|
2.41K
$957K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 0.4% |
$24.9K - $28.7K
|
18.6K
$7.42M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-75- 1.23% |
$24.9K - $28.7K
|
6.03K
$2.4M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-75- 1.58% |
$24.9K - $28.7K
|
4.68K
$1.86M
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-75- 6.65% |
$24.9K - $28.7K
|
1.05K
$419K
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-76- 5.77% |
$25.2K - $29.1K
|
1.24K
$494K
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-76- 2.33% |
$25.2K - $29.1K
|
3.18K
$1.27M
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-76- 2.6% |
$25.2K - $29.1K
|
2.85K
$1.13M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-77- 0.18% |
$25.6K - $29.5K
|
42.5K
$16.9M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-78- 4.41% |
$25.9K - $29.9K
|
1.69K
$673K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-79- 1.78% |
$26.2K - $30.2K
|
4.35K
$1.73M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-79- 8.32% |
$26.2K - $30.2K
|
870
$346K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-80- 0.46% |
$26.6K - $30.6K
|
17.4K
$6.94M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-80- 13.72% |
$26.6K - $30.6K
|
503
$200K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-80- 2.21% |
$26.6K - $30.6K
|
3.54K
$1.41M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-80- 4.38% |
$26.6K - $30.6K
|
1.75K
$694K
|