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 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-284- 1.23% |
$94.3K - $109K
|
22.7K
$8.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-285- 2.36% |
$94.6K - $109K
|
11.8K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285- 32.2% |
$94.6K - $109K
|
600
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-291- 1.05% |
$96.6K - $111K
|
27.3K
$9.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-292- 11.73% |
$96.9K - $112K
|
2.2K
$792K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-294- 3.2% |
$97.6K - $113K
|
8.91K
$3.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-300- 8.38% |
$99.6K - $115K
|
3.28K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-302- 20.27% |
$100K - $116K
|
1.19K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-303- 1.12% |
$101K - $116K
|
26.9K
$9.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-305- 1.31% |
$101K - $117K
|
23K
$8.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-307- 6.85% |
$102K - $118K
|
4.18K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-307- 9.21% |
$102K - $118K
|
3.03K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-308- 1.33% |
$102K - $118K
|
22.8K
$8.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-310- 0.43% |
$103K - $119K
|
72.2K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-313- 1.26% |
$104K - $120K
|
24.5K
$8.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-314- 3.02% |
$104K - $120K
|
10.1K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-314- 2.11% |
$104K - $120K
|
14.6K
$5.25M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-314- 2.84% |
$104K - $120K
|
10.8K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-317- 1.12% |
$105K - $121K
|
28.1K
$10.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-322- 1.86% |
$107K - $123K
|
17K
$6.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-323- 9.57% |
$107K - $124K
|
3.05K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 0.38% |
$108K - $124K
|
85.6K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-324- 6.2% |
$108K - $124K
|
4.9K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-327- 7.81% |
$109K - $125K
|
3.86K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-329- 5.91% |
$109K - $126K
|
5.24K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-330- 3.42% |
$110K - $126K
|
9.33K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-330- 0.97% |
$110K - $126K
|
33.6K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-333- 10.14% |
$111K - $127K
|
2.95K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-334- 9.43% |
$111K - $128K
|
3.21K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 6.17% |
$111K - $128K
|
5.08K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-336- 7.66% |
$112K - $129K
|
4.05K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-340- 7.96% |
$113K - $130K
|
3.93K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-341- 8.81% |
$113K - $131K
|
3.53K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-342- 4.34% |
$114K - $131K
|
7.54K
$2.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-352- 2.74% |
$117K - $135K
|
12.5K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-353- 1.84% |
$117K - $135K
|
18.9K
$6.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-354- 1.43% |
$118K - $135K
|
24.4K
$8.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-355- 10.31% |
$118K - $136K
|
3.09K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-359- 3.02% |
$119K - $137K
|
11.5K
$4.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-360- 1.88% |
$120K - $138K
|
18.8K
$6.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-361- 2.92% |
$120K - $138K
|
12K
$4.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-363- 40.07% |
$121K - $139K
|
543
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-364- 1.57% |
$121K - $139K
|
22.8K
$8.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-376- 1.16% |
$125K - $144K
|
32K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-378- 15.64% |
$126K - $145K
|
2.04K
$735K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-383- 1.69% |
$127K - $147K
|
22.3K
$8.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-385- 3.38% |
$128K - $147K
|
11K
$3.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-390- 5.75% |
$129K - $149K
|
6.39K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-391- 8.58% |
$130K - $150K
|
4.17K
$1.5M
|