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 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.38K- 4.66% |
$457K - $527K
|
28.2K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.38K- 5.21% |
$459K - $529K
|
25.1K
$9.06M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.39K- 8.91% |
$462K - $532K
|
14.2K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 15.24% |
$463K - $533K
|
7.75K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 6.83% |
$470K - $542K
|
19.3K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.42K- 10.76% |
$471K - $543K
|
11.8K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.43K- 1.82% |
$475K - $548K
|
77.4K
$27.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.47K- 6.39% |
$488K - $562K
|
21.5K
$7.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.49K- 63.13% |
$494K - $570K
|
869
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.51K- 87.46% |
$502K - $579K
|
217
$78.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.57K- 1.22% |
$522K - $602K
|
127K
$45.9M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 22.13% |
$530K - $611K
|
5.62K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-1.6K- 24.62% |
$531K - $612K
|
4.9K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.61K- 1.13% |
$533K - $615K
|
140K
$50.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.63K- 12.41% |
$542K - $624K
|
11.5K
$4.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 75.0% |
$558K - $643K
|
560
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.7K- 7.87% |
$565K - $651K
|
19.9K
$7.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.7K- 1.77% |
$565K - $651K
|
94.2K
$34M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 1.96% |
$566K - $652K
|
85.5K
$30.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.71K- 11.51% |
$567K - $653K
|
13.1K
$4.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.74K- 1.6% |
$577K - $666K
|
107K
$38.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 12.86% |
$586K - $676K
|
12K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.78K- 10.38% |
$589K - $679K
|
15.3K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 16.55% |
$592K - $682K
|
8.99K
$3.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.79K- 2.38% |
$594K - $684K
|
73.4K
$26.5M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.79K- 0.31% |
$595K - $686K
|
584K
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.82K- 44.49% |
$603K - $695K
|
2.27K
$817K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.82K- 2.47% |
$604K - $696K
|
71.6K
$25.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.83K- 9.85% |
$608K - $700K
|
16.7K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.86K- 20.19% |
$618K - $712K
|
7.35K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.09% |
$624K - $719K
|
87.9K
$31.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.89K- 2.32% |
$628K - $724K
|
79.5K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 3.26% |
$640K - $738K
|
57.2K
$20.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 2.93% |
$642K - $740K
|
64.1K
$23.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.94K- 25.03% |
$643K - $741K
|
5.8K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.95K- 15.33% |
$646K - $745K
|
10.7K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.48% |
$650K - $749K
|
130K
$47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 1.47% |
$654K - $754K
|
132K
$47.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.97K- 50.2% |
$655K - $756K
|
1.96K
$706K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.99K- 11.47% |
$662K - $763K
|
15.4K
$5.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 17.58% |
$668K - $770K
|
9.43K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.04K- 6.36% |
$679K - $782K
|
30.1K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.06K- 9.4% |
$683K - $787K
|
19.8K
$7.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.08K- 57.47% |
$692K - $798K
|
1.54K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.09K- 5.96% |
$693K - $799K
|
33K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.09K- 6.64% |
$694K - $800K
|
29.4K
$10.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.13K- 8.93% |
$706K - $814K
|
21.7K
$7.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.13K- 11.0% |
$707K - $815K
|
17.2K
$6.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.13K- 2.81% |
$707K - $815K
|
73.8K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.15K- 4.73% |
$713K - $821K
|
43.2K
$15.6M
|