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 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-948- 2.62% |
$315K - $363K
|
35.2K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-984- 5.17% |
$327K - $377K
|
18K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-992- 0.49% |
$329K - $380K
|
202K
$80.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 6.54% |
$332K - $383K
|
14.3K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 7.44% |
$337K - $388K
|
12.6K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.02K- 1.0% |
$340K - $392K
|
101K
$40.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.48% |
$343K - $396K
|
69K
$27.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 2.97% |
$345K - $397K
|
33.9K
$13.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 13.11% |
$355K - $409K
|
7.09K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.1K- 11.92% |
$364K - $419K
|
8.1K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.11K- 2.56% |
$367K - $423K
|
42.2K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.14K- 9.49% |
$378K - $436K
|
10.9K
$4.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.14K- 48.35% |
$379K - $437K
|
1.22K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.14K- 11.83% |
$379K - $437K
|
8.51K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.21% |
$394K - $454K
|
559K
$223M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$398K - $459K
|
35.6K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 16.4% |
$403K - $465K
|
6.19K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.23K- 1.03% |
$409K - $471K
|
118K
$47M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.26K- 37.4% |
$418K - $482K
|
2.11K
$839K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.27K- 6.07% |
$421K - $485K
|
19.6K
$7.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.29K- 4.9% |
$429K - $494K
|
25.1K
$9.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 2.34% |
$432K - $498K
|
54.2K
$21.6M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$444K - $512K
|
26.3K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 8.08% |
$457K - $527K
|
15.7K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.38K- 4.66% |
$457K - $527K
|
28.2K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.38K- 5.21% |
$459K - $529K
|
25.1K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.39K- 8.91% |
$462K - $532K
|
14.2K
$5.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 15.24% |
$463K - $533K
|
7.75K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 6.83% |
$470K - $542K
|
19.3K
$7.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.42K- 10.76% |
$471K - $543K
|
11.8K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.43K- 1.82% |
$475K - $548K
|
77.4K
$30.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.47K- 6.39% |
$488K - $562K
|
21.5K
$8.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.49K- 63.13% |
$494K - $570K
|
869
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.51K- 87.46% |
$502K - $579K
|
217
$86.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.57K- 1.22% |
$522K - $602K
|
127K
$50.7M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 22.13% |
$530K - $611K
|
5.62K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-1.6K- 24.62% |
$531K - $612K
|
4.9K
$1.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.61K- 1.13% |
$533K - $615K
|
140K
$55.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 12.41% |
$542K - $624K
|
11.5K
$4.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 75.0% |
$558K - $643K
|
560
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.7K- 7.87% |
$565K - $651K
|
19.9K
$7.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.7K- 1.77% |
$565K - $651K
|
94.2K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 1.96% |
$566K - $652K
|
85.5K
$34M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.71K- 11.51% |
$567K - $653K
|
13.1K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.74K- 1.6% |
$577K - $666K
|
107K
$42.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 12.86% |
$586K - $676K
|
12K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.78K- 10.38% |
$589K - $679K
|
15.3K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 16.55% |
$592K - $682K
|
8.99K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.79K- 2.38% |
$594K - $684K
|
73.4K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.82K- 44.49% |
$603K - $695K
|
2.27K
$902K
|