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 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-4.09K- 26.78% |
$1.36M - $1.57M
|
11.2K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.29K- 8.63% |
$1.42M - $1.64M
|
45.3K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 44.01% |
$1.45M - $1.67M
|
5.57K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 11.85% |
$1.47M - $1.7M
|
33K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.65K- 9.43% |
$1.54M - $1.78M
|
44.6K
$17.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.67K- 9.08% |
$1.55M - $1.79M
|
46.8K
$18.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.73K- 6.32% |
$1.57M - $1.81M
|
70.2K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 0.74% |
$1.58M - $1.82M
|
641K
$256M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.96K- 86.3% |
$1.65M - $1.9M
|
787
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.99K- 99.82% |
$1.66M - $1.91M
|
9
$3.59K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.24K- 52.62% |
$1.74M - $2.01M
|
4.72K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.31K- 53.44% |
$1.76M - $2.03M
|
4.63K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.41K- 11.31% |
$1.8M - $2.07M
|
42.4K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.56K- 2.57% |
$1.85M - $2.13M
|
211K
$84.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.58K- 71.69% |
$1.85M - $2.14M
|
2.2K
$880K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5.74K- 6.48% |
$1.91M - $2.2M
|
82.8K
$33.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.97K- 4.43% |
$1.98M - $2.28M
|
129K
$51.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.04K- 24.45% |
$2.01M - $2.31M
|
18.7K
$7.46M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.23K- 55.71% |
$2.07M - $2.38M
|
4.95K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.64KClosed |
$2.2M - $2.54M
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.69K- 9.5% |
$2.22M - $2.56M
|
63.7K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.01K- 3.27% |
$2.33M - $2.68M
|
207K
$82.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.03K- 12.51% |
$2.33M - $2.69M
|
49.2K
$19.6M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.52K- 3.57% |
$2.5M - $2.88M
|
203K
$81.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 45.01% |
$2.51M - $2.89M
|
9.24K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.57K- 1.52% |
$2.51M - $2.9M
|
490K
$196M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.66K- 6.08% |
$2.54M - $2.93M
|
118K
$47.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.66K- 22.71% |
$2.54M - $2.93M
|
26.1K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.83K- 2.67% |
$2.6M - $3M
|
286K
$114M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.45K- 18.16% |
$2.81M - $3.23M
|
38.1K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-8.45K- 0.63% |
$2.81M - $3.24M
|
1.34M
$536M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-8.58K- 1.96% |
$2.85M - $3.28M
|
428K
$171M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.61K- 11.94% |
$2.86M - $3.3M
|
63.5K
$25.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9K- 4.32% |
$2.99M - $3.44M
|
199K
$79.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.33K- 0.3% |
$3.1M - $3.57M
|
3.13M
$1.25B
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.62K- 3.58% |
$3.19M - $3.68M
|
259K
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.8K- 5.46% |
$3.25M - $3.75M
|
170K
$67.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-10.3K- 41.02% |
$3.41M - $3.93M
|
14.8K
$5.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 7.9% |
$3.49M - $4.02M
|
122K
$48.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-11.9K- 30.27% |
$3.95M - $4.55M
|
27.4K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-12.8K- 54.81% |
$4.25M - $4.9M
|
10.6K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-12.9K- 41.39% |
$4.28M - $4.94M
|
18.3K
$7.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-13K- 42.92% |
$4.3M - $4.96M
|
17.2K
$6.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13.3K- 1.69% |
$4.41M - $5.09M
|
774K
$309M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-13.3K- 13.18% |
$4.42M - $5.09M
|
87.6K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.4K- 12.59% |
$4.45M - $5.13M
|
93K
$37.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 30.34% |
$4.46M - $5.14M
|
30.8K
$12.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-13.7K- 34.26% |
$4.54M - $5.24M
|
26.2K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-14K- 3.45% |
$4.66M - $5.37M
|
393K
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.1K- 1.08% |
$4.67M - $5.38M
|
1.29M
$514M
|