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 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Titleist Asset Management, LLC
       
           
            San Antonio, TX  | 
            
               SELL                   
             | 
            - | 
              -182- 9.21% | 
            
                                   
                  $60.4K - $69.7K
                 
             |    
            
                                 
                1.8K
                $840K
                
             |               
            |
| 
               
                  Oct 25, 2024
                  Q3 2024
                 
               |   
            
              
   
      Strategic Blueprint, LLC
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -183- 7.41% | 
            
                                   
                  $60.8K - $70K
                 
             |    
            
                                 
                2.29K
                $1.07M
                
             |               
            |
| 
               
                  Oct 21, 2024
                  Q3 2024
                 
               |   
            
              
   
      Custos Family Office, LLC
       
           
            Greenwood Village, CO  | 
            
               SELL                   
             | 
            - | 
              -184- 2.05% | 
            
                                   
                  $61.1K - $70.4K
                 
             |    
            
                                 
                8.8K
                $4.12M
                
             |               
            |
| 
               
                  Nov 04, 2024
                  Q3 2024
                 
               |   
            
              
   
      Compass Financial Group, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -184- 0.45% | 
            
                                   
                  $61.1K - $70.4K
                 
             |    
            
                                 
                40.4K
                $18.9M
                
             |               
            |
| 
               
                  Oct 24, 2024
                  Q3 2024
                 
               |   
            
              
   
      Goldstein Advisors, LLC
       
           
            Madison, WI  | 
            
               SELL                   
             | 
            - | 
              -185- 5.85% | 
            
                                   
                  $61.4K - $70.8K
                 
             |    
            
                                 
                2.98K
                $1.39M
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Fortis Capital Advisors, LLC
       
           
            Reno, NV  | 
            
               SELL                   
             | 
            - | 
              -185- 6.71% | 
            
                                   
                  $61.4K - $70.8K
                 
             |    
            
                                 
                2.57K
                $1.2M
                
             |               
            |
| 
               
                  Oct 24, 2024
                  Q3 2024
                 
               |   
            
              
   
      Cornerstone Wealth Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -186- 1.28% | 
            
                                   
                  $61.8K - $71.2K
                 
             |    
            
                                 
                14.4K
                $6.72M
                
             |               
            |
| 
               
                  Nov 04, 2024
                  Q3 2024
                 
               |   
            
              
   
      Addison Advisors LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -186- 5.83% | 
            
                                   
                  $61.8K - $71.2K
                 
             |    
            
                                 
                3.01K
                $1.41M
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Pacific Financial Group Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -187- 5.57% | 
            
                                   
                  $62.1K - $71.6K
                 
             |    
            
                                 
                3.17K
                $1.48M
                
             |               
            |
| 
               
                  Oct 07, 2024
                  Q3 2024
                 
               |   
            
              
   
      Alpha Cubed Investments, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -189- 9.46% | 
            
                                   
                  $62.8K - $72.3K
                 
             |    
            
                                 
                1.81K
                $846K
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Wick Capital Partners, LLC
       
           
            Wayne, PA  | 
            
               SELL                   
             | 
            - | 
              -190- 3.51% | 
            
                                   
                  $63.1K - $72.7K
                 
             |    
            
                                 
                5.22K
                $2.44M
                
             |               
            |
| 
               
                  Nov 15, 2024
                  Q3 2024
                 
               |   
            
              
   
      United Bank
       
           
            Vienna, VA  | 
            
               SELL                   
             | 
            - | 
              -191- 6.52% | 
            
                                   
                  $63.4K - $73.1K
                 
             |    
            
                                 
                2.74K
                $1.28M
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      St Germain D J CO Inc
       
           
            Springfield, MA  | 
            
               SELL                   
             | 
            - | 
              -192- 9.71% | 
            
                                   
                  $63.7K - $73.5K
                 
             |    
            
                                 
                1.79K
                $835K
                
             |               
            |
| 
               
                  Sep 09, 2025
                  Q3 2024
                 
               |   
            
              
   
      Cambridge Financial Group, LLC
       
           
            Tucson, AZ  | 
            
               SELL                   
             | 
            - | 
              -193- 4.43% | 
            
                                   
                  $64.1K - $73.9K
                 
             |    
            
                                 
                4.16K
                $1.95M
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Kolinsky Wealth Management, LLC
       
           
            Ramsey, NJ  | 
            
               SELL                   
             | 
            - | 
              -194- 15.81% | 
            
                                   
                  $64.4K - $74.3K
                 
             |    
            
                                 
                1.03K
                $483K
                
             |               
            |
| 
               
                  Jun 23, 2025
                  Q3 2024
                 
               |   
            
              
   
      Nicholas Hoffman & Company, Llc.
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -195- 8.87% | 
            
                                   
                  $64.7K - $74.6K
                 
             |    
            
                                 
                2K
                $937K
                
             |               
            |
| 
               
                  Nov 04, 2024
                  Q3 2024
                 
               |   
            
              
   
      Marshall Financial Group Inc 
       
           
            Doylestown, PA  | 
            
               SELL                   
             | 
            - | 
              -196- 1.63% | 
            
                                   
                  $65.1K - $75K
                 
             |    
            
                                 
                11.8K
                $5.54M
                
             |               
            |
| 
               
                  Oct 24, 2024
                  Q3 2024
                 
               |   
            
              
   
      Meridian Wealth Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -197- 2.71% | 
            
                                   
                  $65.4K - $75.4K
                 
             |    
            
                                 
                7.08K
                $3.31M
                
             |               
            |
| 
               
                  Nov 06, 2024
                  Q3 2024
                 
               |   
            
              
   
      Insight 2811, Inc.
       
           
            Chicago, IL  | 
            
               SELL                   
             | 
            - | 
              -197- 2.41% | 
            
                                   
                  $65.4K - $75.4K
                 
             |    
            
                                 
                7.98K
                $3.74M
                
             |               
            |
| 
               
                  Oct 30, 2024
                  Q3 2024
                 
               |   
            
              
   
      James J. Burns & Company, LLC
       
           
            Melville, NY  | 
            
               SELL                   
             | 
            - | 
              -199- 2.43% | 
            
                                   
                  $66.1K - $76.2K
                 
             |    
            
                                 
                7.98K
                $3.74M
                
             |               
            |
| 
               
                  Nov 05, 2024
                  Q3 2024
                 
               |   
            
              
   
      Obermeyer Wood Investment Counsel, Lllp
       
           
            Aspen, CO  | 
            
               SELL                   
             | 
            - | 
              -199- 6.4% | 
            
                                   
                  $66.1K - $76.2K
                 
             |    
            
                                 
                2.91K
                $1.36M
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      Burney CO
       
           
            Reston, VA  | 
            
               SELL                   
             | 
            - | 
              -200- 8.5% | 
            
                                   
                  $66.4K - $76.6K
                 
             |    
            
                                 
                2.15K
                $1.01M
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Tfo Tdc, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -200- 1.1% | 
            
                                   
                  $66.4K - $76.6K
                 
             |    
            
                                 
                17.9K
                $8.39M
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Wetherby Asset Management Inc
       
           
            San Francisco, CA  | 
            
               SELL                   
             | 
            - | 
              -200- 1.63% | 
            
                                   
                  $66.4K - $76.6K
                 
             |    
            
                                 
                12.1K
                $5.64M
                
             |               
            |
| 
               
                  Oct 31, 2024
                  Q3 2024
                 
               |   
            
              
   
      Cathie Wood                        
      Ark Investment Management LLC | St. Petersburg, Fl
   
           
             | 
            
               SELL                   
             | 
            - | 
              -201- 86.27% | 
            
                                   
                  $66.7K - $76.9K
                 
             |    
            
                                 
                32
                $15K
                
             |               
            |
| 
               
                  Nov 05, 2024
                  Q3 2024
                 
               |   
            
              
   
      Montag A & Associates Inc
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -205- 0.39% | 
            
                                   
                  $68.1K - $78.5K
                 
             |    
            
                                 
                51.9K
                $24.3M
                
             |               
            |
| 
               
                  Dec 17, 2024
                  Q3 2024
                 
               |   
            
              
   
      Ims Capital Management
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -205- 0.67% | 
            
                                   
                  $68.1K - $78.5K
                 
             |    
            
                                 
                30.2K
                $14.2M
                
             |               
            |
| 
               
                  Oct 08, 2024
                  Q3 2024
                 
               |   
            
              
   
      Evensky & Katz LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -206- 6.84% | 
            
                                   
                  $68.4K - $78.8K
                 
             |    
            
                                 
                2.81K
                $1.31M
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      West Hill Financial Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -206- 5.4% | 
            
                                   
                  $68.4K - $78.8K
                 
             |    
            
                                 
                3.61K
                $1.69M
                
             |               
            |
| 
               
                  Oct 25, 2024
                  Q3 2024
                 
               |   
            
              
   
      Pinnacle Associates LTD
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -206- 1.21% | 
            
                                   
                  $68.4K - $78.8K
                 
             |    
            
                                 
                16.9K
                $7.89M
                
             |               
            |
| 
               
                  Oct 15, 2024
                  Q3 2024
                 
               |   
            
              
   
      First United Bank & Trust
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -207- 2.53% | 
            
                                   
                  $68.7K - $79.2K
                 
             |    
            
                                 
                7.98K
                $3.73M
                
             |               
            |
| 
               
                  Oct 30, 2024
                  Q3 2024
                 
               |   
            
              
   
      Ballast Advisors LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -211- 5.75% | 
            
                                   
                  $70.1K - $80.8K
                 
             |    
            
                                 
                3.46K
                $1.62M
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      Veracity Capital LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -213- 3.24% | 
            
                                   
                  $70.7K - $81.5K
                 
             |    
            
                                 
                6.36K
                $2.98M
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Zuckerman Investment Group, LLC
       
           
            Chicago, IL  | 
            
               SELL                   
             | 
            - | 
              -213- 1.36% | 
            
                                   
                  $70.7K - $81.5K
                 
             |    
            
                                 
                15.5K
                $7.24M
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Legacy Financial Group, Inc.
       
           
            Tulsa, OK  | 
            
               SELL                   
             | 
            - | 
              -214- 2.15% | 
            
                                   
                  $71.1K - $81.9K
                 
             |    
            
                                 
                9.75K
                $4.56M
                
             |               
            |
| 
               
                  Oct 30, 2024
                  Q3 2024
                 
               |   
            
              
   
      Ifg Advisory, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -216- 1.29% | 
            
                                   
                  $71.7K - $82.7K
                 
             |    
            
                                 
                16.5K
                $7.73M
                
             |               
            |
| 
               
                  Oct 23, 2024
                  Q3 2024
                 
               |   
            
              
   
      Sigma Investment Counselors Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -224- 1.91% | 
            
                                   
                  $74.4K - $85.7K
                 
             |    
            
                                 
                11.5K
                $5.39M
                
             |               
            |
| 
               
                  Oct 11, 2024
                  Q3 2024
                 
               |   
            
              
   
      Gen Wealth Group, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -226- 2.12% | 
            
                                   
                  $75K - $86.5K
                 
             |    
            
                                 
                10.4K
                $4.87M
                
             |               
            |
| 
               
                  Oct 07, 2024
                  Q3 2024
                 
               |   
            
              
   
      Miracle Mile Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -228- 1.74% | 
            
                                   
                  $75.7K - $87.3K
                 
             |    
            
                                 
                12.9K
                $6.03M
                
             |               
            |
| 
               
                  Oct 22, 2024
                  Q3 2024
                 
               |   
            
              
   
      Grimes & Company, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -231- 3.07% | 
            
                                   
                  $76.7K - $88.4K
                 
             |    
            
                                 
                7.3K
                $3.41M
                
             |               
            |
| 
               
                  Nov 13, 2024
                  Q3 2024
                 
               |   
            
              
   
      Transamerica Financial Advisors, Inc.
       
           
            Clearwater, FL  | 
            
               SELL                   
             | 
            - | 
              -232- 5.26% | 
            
                                   
                  $77K - $88.8K
                 
             |    
            
                                 
                4.18K
                $1.95M
                
             |               
            |
| 
               
                  Oct 25, 2024
                  Q3 2024
                 
               |   
            
              
   
      Measured Wealth Private Client Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -234- 20.95% | 
            
                                   
                  $77.7K - $89.6K
                 
             |    
            
                                 
                883
                $413K
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Journey Strategic Wealth LLC
       
           
            Summit, NJ  | 
            
               SELL                   
             | 
            - | 
              -237- 3.63% | 
            
                                   
                  $78.7K - $90.7K
                 
             |    
            
                                 
                6.3K
                $2.95M
                
             |               
            |
| 
               
                  Nov 07, 2024
                  Q3 2024
                 
               |   
            
              
   
      Braun Stacey Associates Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -238- 15.77% | 
            
                                   
                  $79K - $91.1K
                 
             |    
            
                                 
                1.27K
                $595K
                
             |               
            |
| 
               
                  Nov 14, 2024
                  Q3 2024
                 
               |   
            
              
   
      Widmann Financial Services, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -239- 1.84% | 
            
                                   
                  $79.4K - $91.5K
                 
             |    
            
                                 
                12.8K
                $5.98M
                
             |               
            |
| 
               
                  Oct 18, 2024
                  Q3 2024
                 
               |   
            
              
   
      Baron Financial Group, LLC
       
           
            Fair Lawn, NJ  | 
            
               SELL                   
             | 
            - | 
              -240- 2.77% | 
            
                                   
                  $79.7K - $91.9K
                 
             |    
            
                                 
                8.41K
                $3.94M
                
             |               
            |
| 
               
                  Oct 23, 2024
                  Q3 2024
                 
               |   
            
              
   
      North Crest Asset Manangement, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -241- 7.55% | 
            
                                   
                  $80K - $92.2K
                 
             |    
            
                                 
                2.95K
                $1.38M
                
             |               
            |
| 
               
                  Nov 15, 2024
                  Q3 2024
                 
               |   
            
              
   
      High Falls Advisors, Inc
       
           
            Rochester, NY  | 
            
               SELL                   
             | 
            - | 
              -241- 11.79% | 
            
                                   
                  $80K - $92.2K
                 
             |    
            
                                 
                1.8K
                $844K
                
             |               
            |
| 
               
                  Nov 12, 2024
                  Q3 2024
                 
               |   
            
              
   
      Stonebrook Private Inc.
       
           
            Northville, MI  | 
            
               SELL                   
             | 
            - | 
              -243- 20.51% | 
            
                                   
                  $80.7K - $93K
                 
             |    
            
                                 
                942
                $441K
                
             |               
            |
| 
               
                  Oct 04, 2024
                  Q3 2024
                 
               |   
            
              
   
      Thrive Wealth Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -244- 8.77% | 
            
                                   
                  $81K - $93.4K
                 
             |    
            
                                 
                2.54K
                $1.19M
                
             |