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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.97K+ 149.72% |
$1.98M - $2.29M
|
9.96K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.87K+ 4.3% |
$1.95M - $2.25M
|
142K
$66.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.61KNew |
$1.86M - $2.15M
|
5.61K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.4K+ 353.7% |
$1.79M - $2.07M
|
6.93K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5.32K+ 38.86% |
$1.77M - $2.04M
|
19K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.25K+ 15.99% |
$1.74M - $2.01M
|
38.1K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.23K+ 49.62% |
$1.74M - $2M
|
15.8K
$7.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.2K+ 8.11% |
$1.73M - $1.99M
|
69.3K
$32.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.1K+ 15.95% |
$1.69M - $1.95M
|
37.1K
$17.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.01K+ 128.76% |
$1.66M - $1.92M
|
8.89K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.99K+ 1.84% |
$1.66M - $1.91M
|
276K
$129M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.9KNew |
$1.63M - $1.87M
|
4.9K
$2.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 2.26% |
$1.62M - $1.86M
|
220K
$103M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.83K+ 13.06% |
$1.6M - $1.85M
|
41.8K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.82K+ 13.23% |
$1.6M - $1.84M
|
41.2K
$19.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
4.77K+ 3.38% |
$1.58M - $1.83M
|
146K
$68.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.61K+ 53.51% |
$1.53M - $1.76M
|
13.2K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.56K+ 9.03% |
$1.52M - $1.75M
|
55.1K
$25.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.29K+ 2.88% |
$1.42M - $1.64M
|
153K
$71.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.18KNew |
$1.39M - $1.6M
|
4.18K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.12K+ 42.96% |
$1.37M - $1.58M
|
13.7K
$6.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.99K+ 6.8% |
$1.32M - $1.53M
|
62.7K
$29.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.94K+ 1.53% |
$1.31M - $1.51M
|
262K
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
3.72KNew |
$1.23M - $1.42M
|
3.72K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.68K+ 6.31% |
$1.22M - $1.41M
|
62.1K
$29M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.67K+ 144.62% |
$1.22M - $1.4M
|
6.21K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.67K+ 19.37% |
$1.22M - $1.4M
|
22.6K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.62K+ 7.0% |
$1.2M - $1.39M
|
55.4K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.6KNew |
$1.2M - $1.38M
|
3.6K
$1.69M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.49KNew |
$1.16M - $1.34M
|
3.49K
$1.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.48K+ 74.8% |
$1.15M - $1.33M
|
8.12K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.44KNew |
$1.14M - $1.32M
|
3.44K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.42K+ 5.8% |
$1.13M - $1.31M
|
62.2K
$29.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.37K+ 6.59% |
$1.12M - $1.29M
|
54.5K
$25.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.32K+ 0.76% |
$1.1M - $1.27M
|
441K
$206M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.29K+ 5.15% |
$1.09M - $1.26M
|
67.1K
$31.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.24K+ 2.39% |
$1.07M - $1.24M
|
138K
$64.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 9.96% |
$1.05M - $1.21M
|
34.9K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.13K+ 13.24% |
$1.04M - $1.2M
|
26.8K
$12.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.1K+ 2.34% |
$1.03M - $1.19M
|
136K
$63.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.07K+ 44.07% |
$1.02M - $1.18M
|
10K
$4.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.06K+ 1.56% |
$1.02M - $1.17M
|
199K
$93.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.04KNew |
$1.01M - $1.16M
|
3.04K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
3.04K+ 66.17% |
$1.01M - $1.16M
|
7.63K
$3.57M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.96K+ 13.96% |
$982K - $1.13M
|
24.2K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.95KNew |
$978K - $1.13M
|
2.95K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.8K+ 60.54% |
$928K - $1.07M
|
7.41K
$3.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.79K+ 46.98% |
$925K - $1.07M
|
8.72K
$4.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.78KNew |
$923K - $1.06M
|
2.78K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.76K+ 222.7% |
$915K - $1.06M
|
4K
$1.87M
|