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 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-240- 2.77% |
$79.7K - $91.9K
|
8.41K
$3.31M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-241- 7.55% |
$80K - $92.2K
|
2.95K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-241- 11.79% |
$80K - $92.2K
|
1.8K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-243- 20.51% |
$80.7K - $93K
|
942
$371K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-244- 8.77% |
$81K - $93.4K
|
2.54K
$1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-244- 2.15% |
$81K - $93.4K
|
11.1K
$4.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-251- 0.29% |
$83.3K - $96.1K
|
87.7K
$34.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-251- 5.44% |
$83.3K - $96.1K
|
4.37K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-252- 2.56% |
$83.7K - $96.5K
|
9.57K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-254- 4.1% |
$84.3K - $97.2K
|
5.94K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-255- 11.78% |
$84.7K - $97.6K
|
1.91K
$753K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-257- 3.9% |
$85.3K - $98.4K
|
6.34K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-262- 1.05% |
$87K - $100K
|
24.6K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-262- 11.02% |
$87K - $100K
|
2.12K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-268- 4.25% |
$89K - $103K
|
6.03K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-271- 8.67% |
$90K - $104K
|
2.86K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-274- 1.57% |
$91K - $105K
|
17.2K
$6.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-277- 9.11% |
$92K - $106K
|
2.77K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-279- 2.59% |
$92.6K - $107K
|
10.5K
$4.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-281- 1.09% |
$93.3K - $108K
|
25.6K
$10.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-282- 19.96% |
$93.6K - $108K
|
1.13K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-284- 1.23% |
$94.3K - $109K
|
22.7K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-285- 2.36% |
$94.6K - $109K
|
11.8K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285- 32.2% |
$94.6K - $109K
|
600
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-291- 1.05% |
$96.6K - $111K
|
27.3K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-292- 11.73% |
$96.9K - $112K
|
2.2K
$866K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-294- 3.2% |
$97.6K - $113K
|
8.91K
$3.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-300- 8.38% |
$99.6K - $115K
|
3.28K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-302- 20.27% |
$100K - $116K
|
1.19K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-303- 1.12% |
$101K - $116K
|
26.9K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-305- 1.31% |
$101K - $117K
|
23K
$9.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-307- 6.85% |
$102K - $118K
|
4.18K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-307- 9.21% |
$102K - $118K
|
3.03K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-308- 1.33% |
$102K - $118K
|
22.8K
$8.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-310- 0.43% |
$103K - $119K
|
72.2K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-313- 1.26% |
$104K - $120K
|
24.5K
$9.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-314- 3.02% |
$104K - $120K
|
10.1K
$3.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-314- 2.11% |
$104K - $120K
|
14.6K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-317- 1.12% |
$105K - $121K
|
28.1K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-322- 1.86% |
$107K - $123K
|
17K
$6.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 0.38% |
$108K - $124K
|
85.6K
$33.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-324- 6.2% |
$108K - $124K
|
4.9K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-327- 7.81% |
$109K - $125K
|
3.86K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-329- 5.91% |
$109K - $126K
|
5.24K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-330- 3.42% |
$110K - $126K
|
9.33K
$3.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-330- 0.97% |
$110K - $126K
|
33.6K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-333- 10.14% |
$111K - $127K
|
2.95K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-334- 9.43% |
$111K - $128K
|
3.21K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 6.17% |
$111K - $128K
|
5.08K
$2M
|