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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-83- 7.37% |
$27.6K - $31.8K
|
1.04K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-85- 0.94% |
$28.2K - $32.5K
|
8.97K
$3.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-85- 1.31% |
$28.2K - $32.5K
|
6.38K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-85- 5.26% |
$28.2K - $32.5K
|
1.53K
$603K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-85- 3.12% |
$28.2K - $32.5K
|
2.64K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-86- 3.54% |
$28.6K - $32.9K
|
2.34K
$924K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-86- 1.77% |
$28.6K - $32.9K
|
4.76K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-87- 1.67% |
$28.9K - $33.3K
|
5.14K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-87- 8.73% |
$28.9K - $33.3K
|
909
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-88- 1.19% |
$29.2K - $33.7K
|
7.33K
$2.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-88- 1.17% |
$29.2K - $33.7K
|
7.43K
$2.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-89- 1.1% |
$29.5K - $34.1K
|
8.03K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-89- 7.97% |
$29.5K - $34.1K
|
1.03K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-90- 0.88% |
$29.9K - $34.4K
|
10.1K
$3.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-91- 0.39% |
$30.2K - $34.8K
|
23.2K
$9.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-92- 4.78% |
$30.5K - $35.2K
|
1.83K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-95- 0.26% |
$31.5K - $36.4K
|
36.6K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-95- 5.1% |
$31.5K - $36.4K
|
1.77K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-96- 9.03% |
$31.9K - $36.7K
|
967
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-96- 2.01% |
$31.9K - $36.7K
|
4.69K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-96- 3.59% |
$31.9K - $36.7K
|
2.58K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-97- 1.03% |
$32.2K - $37.1K
|
9.31K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-98- 0.8% |
$32.5K - $37.5K
|
12.1K
$4.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-99- 0.74% |
$32.9K - $37.9K
|
13.3K
$5.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-99- 3.93% |
$32.9K - $37.9K
|
2.42K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99- 0.36% |
$32.9K - $37.9K
|
27.7K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 4.87% |
$33.2K - $38.3K
|
1.96K
$771K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-100- 0.53% |
$33.2K - $38.3K
|
18.9K
$7.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-100- 3.13% |
$33.2K - $38.3K
|
3.1K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-100- 2.53% |
$33.2K - $38.3K
|
3.86K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-100- 6.98% |
$33.2K - $38.3K
|
1.33K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-100- 1.77% |
$33.2K - $38.3K
|
5.54K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-100- 4.21% |
$33.2K - $38.3K
|
2.28K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 2.58% |
$33.2K - $38.3K
|
3.78K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-102- 6.09% |
$33.9K - $39K
|
1.57K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-104- 6.05% |
$34.5K - $39.8K
|
1.62K
$637K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-104- 1.05% |
$34.5K - $39.8K
|
9.85K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-105- 4.0% |
$34.9K - $40.2K
|
2.52K
$993K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-107- 6.32% |
$35.5K - $41K
|
1.59K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-107- 1.21% |
$35.5K - $41K
|
8.72K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-108- 1.41% |
$35.9K - $41.3K
|
7.57K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-108- 7.01% |
$35.9K - $41.3K
|
1.43K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-108- 0.5% |
$35.9K - $41.3K
|
21.3K
$8.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-110- 13.02% |
$36.5K - $42.1K
|
735
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-110- 5.62% |
$36.5K - $42.1K
|
1.85K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-110- 5.18% |
$36.5K - $42.1K
|
2.02K
$794K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-113- 1.46% |
$37.5K - $43.3K
|
7.65K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-114- 2.46% |
$37.9K - $43.6K
|
4.51K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-115- 1.49% |
$38.2K - $44K
|
7.62K
$3M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-115- 29.72% |
$38.2K - $44K
|
272
$107K
|