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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-545- 12.9% |
$181K - $209K
|
3.68K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-557- 6.95% |
$185K - $213K
|
7.46K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-561- 2.51% |
$186K - $215K
|
21.8K
$9.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-563- 2.24% |
$187K - $215K
|
24.6K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-567- 1.0% |
$188K - $217K
|
56.4K
$23.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-577- 4.16% |
$192K - $221K
|
13.3K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-586- 20.28% |
$195K - $224K
|
2.3K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-588- 7.9% |
$195K - $225K
|
6.85K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-591- 1.68% |
$196K - $226K
|
34.7K
$14.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-604- 1.69% |
$201K - $231K
|
35.2K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-605- 18.42% |
$201K - $232K
|
2.68K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-608- 8.45% |
$202K - $233K
|
6.58K
$2.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-614- 9.76% |
$204K - $235K
|
5.67K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$902K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-633- 0.24% |
$210K - $242K
|
267K
$111M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-637- 19.83% |
$211K - $244K
|
2.58K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-640- 8.77% |
$212K - $245K
|
6.66K
$2.77M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-649- 3.45% |
$215K - $248K
|
18.2K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-649- 1.71% |
$215K - $248K
|
37.3K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-654- 32.39% |
$217K - $250K
|
1.37K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 1.19% |
$218K - $251K
|
54.5K
$22.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-660- 5.79% |
$219K - $253K
|
10.7K
$4.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-661- 21.22% |
$219K - $253K
|
2.45K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-663- 1.57% |
$220K - $254K
|
41.7K
$17.4M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-664- 1.47% |
$220K - $254K
|
44.6K
$18.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-668- 1.84% |
$222K - $256K
|
35.7K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-677- 9.23% |
$225K - $259K
|
6.66K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-695- 13.04% |
$231K - $266K
|
4.64K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-697- 5.24% |
$231K - $267K
|
12.6K
$5.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-701- 31.28% |
$233K - $268K
|
1.54K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-707- 1.09% |
$235K - $271K
|
64.2K
$26.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-720- 25.91% |
$239K - $276K
|
2.06K
$857K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-729- 17.76% |
$242K - $279K
|
3.38K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-730- 1.08% |
$242K - $279K
|
67.2K
$28M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-733- 32.53% |
$243K - $281K
|
1.52K
$633K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-734- 1.19% |
$244K - $281K
|
61K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-736- 10.34% |
$244K - $282K
|
6.38K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-756- 3.47% |
$251K - $289K
|
21K
$8.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-765- 8.9% |
$254K - $293K
|
7.83K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-774- 0.3% |
$257K - $296K
|
259K
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-776- 0.14% |
$258K - $297K
|
562K
$234M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-805- 7.41% |
$267K - $308K
|
10.1K
$4.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-807- 4.21% |
$268K - $309K
|
18.4K
$7.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-809- 1.73% |
$269K - $310K
|
46.1K
$19.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-818- 28.28% |
$272K - $313K
|
2.08K
$864K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-828- 4.48% |
$275K - $317K
|
17.6K
$7.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-828- 3.45% |
$275K - $317K
|
23.2K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-839- 9.12% |
$279K - $321K
|
8.36K
$3.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-844- 37.3% |
$280K - $323K
|
1.42K
$591K
|