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 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.59% |
$57.8K - $66.6K
|
10.8K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-175- 3.28% |
$58.1K - $67K
|
5.16K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-175- 4.05% |
$58.1K - $67K
|
4.14K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-175- 5.4% |
$58.1K - $67K
|
3.07K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-175- 1.42% |
$58.1K - $67K
|
12.1K
$4.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-176- 0.63% |
$58.4K - $67.4K
|
27.6K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-176- 0.2% |
$58.4K - $67.4K
|
88.5K
$34.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-178- 2.28% |
$59.1K - $68.1K
|
7.63K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-182- 9.21% |
$60.4K - $69.7K
|
1.8K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-183- 7.41% |
$60.8K - $70K
|
2.29K
$901K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-184- 2.05% |
$61.1K - $70.4K
|
8.8K
$3.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-184- 0.45% |
$61.1K - $70.4K
|
40.4K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-185- 5.85% |
$61.4K - $70.8K
|
2.98K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-185- 6.71% |
$61.4K - $70.8K
|
2.57K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-186- 1.28% |
$61.8K - $71.2K
|
14.4K
$5.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-186- 5.83% |
$61.8K - $71.2K
|
3.01K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-187- 5.57% |
$62.1K - $71.6K
|
3.17K
$1.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-189- 9.46% |
$62.8K - $72.3K
|
1.81K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-190- 3.51% |
$63.1K - $72.7K
|
5.22K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-191- 6.52% |
$63.4K - $73.1K
|
2.74K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-192- 9.71% |
$63.7K - $73.5K
|
1.79K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-194- 15.81% |
$64.4K - $74.3K
|
1.03K
$407K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-196- 1.63% |
$65.1K - $75K
|
11.8K
$4.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.71% |
$65.4K - $75.4K
|
7.08K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-197- 2.41% |
$65.4K - $75.4K
|
7.98K
$3.15M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-199- 2.43% |
$66.1K - $76.2K
|
7.98K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-199- 6.4% |
$66.1K - $76.2K
|
2.91K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-200- 8.5% |
$66.4K - $76.6K
|
2.15K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-200- 1.1% |
$66.4K - $76.6K
|
17.9K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-200- 1.63% |
$66.4K - $76.6K
|
12.1K
$4.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-201- 86.27% |
$66.7K - $76.9K
|
32
$12.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-205- 0.39% |
$68.1K - $78.5K
|
51.9K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-206- 6.84% |
$68.4K - $78.8K
|
2.81K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-206- 5.4% |
$68.4K - $78.8K
|
3.61K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-206- 1.21% |
$68.4K - $78.8K
|
16.9K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-207- 2.53% |
$68.7K - $79.2K
|
7.98K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-211- 5.75% |
$70.1K - $80.8K
|
3.46K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-213- 3.24% |
$70.7K - $81.5K
|
6.36K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-213- 1.36% |
$70.7K - $81.5K
|
15.5K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-214- 2.15% |
$71.1K - $81.9K
|
9.75K
$3.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-216- 1.29% |
$71.7K - $82.7K
|
16.5K
$6.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-224- 1.91% |
$74.4K - $85.7K
|
11.5K
$4.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-226- 2.12% |
$75K - $86.5K
|
10.4K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-228- 1.74% |
$75.7K - $87.3K
|
12.9K
$5.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-231- 3.07% |
$76.7K - $88.4K
|
7.3K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-232- 5.26% |
$77K - $88.8K
|
4.18K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-234- 20.95% |
$77.7K - $89.6K
|
883
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-237- 3.63% |
$78.7K - $90.7K
|
6.3K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-238- 15.77% |
$79K - $91.1K
|
1.27K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-239- 1.84% |
$79.4K - $91.5K
|
12.8K
$5.03M
|