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
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.94K- 25.03% |
$643K - $741K
|
5.8K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.95K- 15.33% |
$646K - $745K
|
10.7K
$4.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.48% |
$650K - $749K
|
130K
$51.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 1.47% |
$654K - $754K
|
132K
$52M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.97K- 50.2% |
$655K - $756K
|
1.96K
$772K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.99K- 11.47% |
$662K - $763K
|
15.4K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 17.58% |
$668K - $770K
|
9.43K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.04K- 6.36% |
$679K - $782K
|
30.1K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.06K- 9.4% |
$683K - $787K
|
19.8K
$7.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.08K- 57.47% |
$692K - $798K
|
1.54K
$608K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.09K- 5.96% |
$693K - $799K
|
33K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.09K- 6.64% |
$694K - $800K
|
29.4K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.13K- 8.93% |
$706K - $814K
|
21.7K
$8.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.13K- 11.0% |
$707K - $815K
|
17.2K
$6.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.13K- 2.81% |
$707K - $815K
|
73.8K
$29.1M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.15K- 4.73% |
$713K - $821K
|
43.2K
$17M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.17K- 1.62% |
$719K - $829K
|
132K
$51.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-2.18K- 10.9% |
$722K - $833K
|
17.8K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.18K- 38.51% |
$725K - $836K
|
3.49K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.19K- 5.46% |
$725K - $836K
|
37.8K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.22K- 75.43% |
$738K - $851K
|
724
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.26K- 2.03% |
$752K - $867K
|
109K
$43M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.27K- 3.53% |
$753K - $868K
|
61.9K
$24.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.33K- 17.55% |
$774K - $892K
|
10.9K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 16.53% |
$777K - $896K
|
11.8K
$4.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.37K- 1.99% |
$788K - $909K
|
117K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.47K- 4.26% |
$821K - $946K
|
55.5K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.58K- 4.21% |
$855K - $986K
|
58.6K
$23.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.64K- 2.68% |
$877K - $1.01M
|
95.9K
$37.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.66K- 41.54% |
$884K - $1.02M
|
3.75K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.72K- 13.37% |
$904K - $1.04M
|
17.6K
$6.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.75K- 2.04% |
$911K - $1.05M
|
132K
$52.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.77K- 2.72% |
$920K - $1.06M
|
98.9K
$39M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.81K- 3.1% |
$932K - $1.07M
|
87.9K
$34.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.86K- 30.19% |
$949K - $1.09M
|
6.61K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.86K- 67.37% |
$949K - $1.09M
|
1.38K
$545K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.89K- 0.98% |
$959K - $1.11M
|
292K
$115M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.04K- 7.6% |
$1.01M - $1.16M
|
36.9K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-3.11K- 3.44% |
$1.03M - $1.19M
|
87.3K
$34.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-3.11K- 23.21% |
$1.03M - $1.19M
|
10.3K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.13K- 1.97% |
$1.04M - $1.2M
|
155K
$61.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-3.19K- 4.41% |
$1.06M - $1.22M
|
69K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 1.54% |
$1.09M - $1.26M
|
210K
$82.8M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.38K- 2.84% |
$1.12M - $1.29M
|
116K
$45.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.38K- 9.5% |
$1.12M - $1.29M
|
32.2K
$12.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.5K- 7.18% |
$1.16M - $1.34M
|
45.2K
$17.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.28% |
$1.19M - $1.38M
|
278K
$110M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.66K- 35.61% |
$1.22M - $1.4M
|
6.62K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-3.67K- 16.51% |
$1.22M - $1.4M
|
18.5K
$7.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.67K- 3.29% |
$1.22M - $1.4M
|
108K
$42.4M
|