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 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-145- 3.14% |
$48.1K - $55.5K
|
4.47K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-146- 3.39% |
$48.5K - $55.9K
|
4.16K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-146- 6.22% |
$48.5K - $55.9K
|
2.2K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-148- 5.62% |
$49.1K - $56.6K
|
2.49K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-150- 11.11% |
$49.8K - $57.4K
|
1.2K
$433K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-150- 3.3% |
$49.8K - $57.4K
|
4.4K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-150- 3.03% |
$49.8K - $57.4K
|
4.8K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-151- 7.52% |
$50.1K - $57.8K
|
1.86K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-151- 16.22% |
$50.1K - $57.8K
|
780
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-153- 19.82% |
$50.8K - $58.6K
|
619
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-155- 0.31% |
$51.5K - $59.3K
|
50.2K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-156- 2.94% |
$51.8K - $59.7K
|
5.16K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-156- 2.48% |
$51.8K - $59.7K
|
6.13K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-156- 16.99% |
$51.8K - $59.7K
|
762
$275K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-157- 4.76% |
$52.1K - $60.1K
|
3.14K
$1.13M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-158- 32.58% |
$52.5K - $60.5K
|
327
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-159- 1.53% |
$52.8K - $60.9K
|
10.3K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-159- 8.21% |
$52.8K - $60.9K
|
1.78K
$641K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-160- 0.29% |
$53.1K - $61.2K
|
54.5K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
SELL
|
- |
-160- 12.33% |
$53.1K - $61.2K
|
1.14K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-160- 0.13% |
$53.1K - $61.2K
|
124K
$44.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-162- 15.85% |
$53.8K - $62K
|
860
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-162- 1.41% |
$53.8K - $62K
|
11.3K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-165- 1.6% |
$54.8K - $63.2K
|
10.1K
$3.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-168- 0.8% |
$55.8K - $64.3K
|
20.7K
$7.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-170- 8.51% |
$56.4K - $65.1K
|
1.83K
$659K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-170- 10.42% |
$56.4K - $65.1K
|
1.46K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-172- 16.38% |
$57.1K - $65.8K
|
878
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.59% |
$57.8K - $66.6K
|
10.8K
$3.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-175- 3.28% |
$58.1K - $67K
|
5.16K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-175- 4.05% |
$58.1K - $67K
|
4.14K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-175- 5.4% |
$58.1K - $67K
|
3.07K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-175- 1.42% |
$58.1K - $67K
|
12.1K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-176- 0.63% |
$58.4K - $67.4K
|
27.6K
$9.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-176- 0.2% |
$58.4K - $67.4K
|
88.5K
$31.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-178- 2.28% |
$59.1K - $68.1K
|
7.63K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-182- 9.21% |
$60.4K - $69.7K
|
1.8K
$647K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-183- 7.41% |
$60.8K - $70K
|
2.29K
$824K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-184- 2.05% |
$61.1K - $70.4K
|
8.8K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-184- 0.45% |
$61.1K - $70.4K
|
40.4K
$14.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-185- 5.85% |
$61.4K - $70.8K
|
2.98K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-185- 6.71% |
$61.4K - $70.8K
|
2.57K
$928K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-186- 1.28% |
$61.8K - $71.2K
|
14.4K
$5.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-186- 5.83% |
$61.8K - $71.2K
|
3.01K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-187- 5.57% |
$62.1K - $71.6K
|
3.17K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-189- 9.46% |
$62.8K - $72.3K
|
1.81K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-190- 3.51% |
$63.1K - $72.7K
|
5.22K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-191- 6.52% |
$63.4K - $73.1K
|
2.74K
$988K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-192- 9.71% |
$63.7K - $73.5K
|
1.79K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-194- 15.81% |
$64.4K - $74.3K
|
1.03K
$372K
|