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 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18K- 46.07% |
$5.98M - $6.89M
|
21.1K
$7.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-18.5K- 4.97% |
$6.14M - $7.08M
|
354K
$127M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-19.1K- 21.58% |
$6.35M - $7.32M
|
69.5K
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-19.3K- 4.2% |
$6.42M - $7.4M
|
440K
$159M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-19.5K- 11.26% |
$6.47M - $7.46M
|
154K
$55.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-19.7K- 0.9% |
$6.55M - $7.55M
|
2.16M
$779M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 9.05% |
$6.68M - $7.7M
|
202K
$72.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-20.4K- 12.22% |
$6.79M - $7.82M
|
147K
$52.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-21.5K- 9.46% |
$7.13M - $8.21M
|
205K
$74.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-22.5K- 5.38% |
$7.48M - $8.63M
|
397K
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 63.09% |
$7.6M - $8.76M
|
13.4K
$4.83M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-24.7K- 30.97% |
$8.22M - $9.47M
|
55.2K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-26.9K- 69.36% |
$8.93M - $10.3M
|
11.9K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-27K- 21.6% |
$8.96M - $10.3M
|
98K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-28.2K- 88.91% |
$9.35M - $10.8M
|
3.51K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.6K- 0.71% |
$9.82M - $11.3M
|
4.12M
$1.48B
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-33.6K- 33.55% |
$11.2M - $12.9M
|
66.6K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-33.7K- 1.56% |
$11.2M - $12.9M
|
2.13M
$767M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-34.1K- 9.92% |
$11.3M - $13M
|
310K
$112M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-35.3K- 5.58% |
$11.7M - $13.5M
|
597K
$215M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-35.5K- 95.6% |
$11.8M - $13.6M
|
1.64K
$590K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-36K- 68.02% |
$11.9M - $13.8M
|
16.9K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-36.2K- 36.17% |
$12M - $13.9M
|
63.9K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.9K- 98.5% |
$12.9M - $14.9M
|
595
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-41.4K- 54.39% |
$13.8M - $15.9M
|
34.7K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-41.9K- 24.36% |
$13.9M - $16.1M
|
130K
$46.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-43.4K- 17.01% |
$14.4M - $16.6M
|
212K
$76.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-45.5K- 3.97% |
$15.1M - $17.4M
|
1.1M
$397M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-47.7K- 4.16% |
$15.8M - $18.2M
|
1.1M
$396M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-48.4K- 2.87% |
$16.1M - $18.5M
|
1.64M
$590M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.2K- 0.2% |
$17M - $19.6M
|
26M
$9.38B
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.5K- 3.97% |
$17.4M - $20.1M
|
1.27M
$458M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-53K- 9.48% |
$17.6M - $20.3M
|
506K
$182M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-65.5K- 13.11% |
$21.7M - $25.1M
|
434K
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-65.9K- 21.72% |
$21.9M - $25.2M
|
237K
$85.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-66.2K- 97.14% |
$22M - $25.4M
|
1.95K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-89.1K- 59.76% |
$29.6M - $34.1M
|
60K
$21.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-101K- 58.74% |
$33.4M - $38.5M
|
70.6K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 15.25% |
$36.4M - $42M
|
610K
$220M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-120K- 35.56% |
$39.9M - $46M
|
218K
$78.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121K- 5.46% |
$40.2M - $46.3M
|
2.1M
$755M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 0.42% |
$41.8M - $48.2M
|
30.1M
$10.9B
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-136K- 45.53% |
$45M - $51.9M
|
162K
$58.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-154K- 61.46% |
$51.1M - $59M
|
96.6K
$34.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 3.34% |
$77.6M - $89.5M
|
6.77M
$2.44B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 3.34% |
$77.6M - $89.5M
|
6.77M
$2.44B
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-257K- 17.02% |
$85.3M - $98.3M
|
1.25M
$451M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-338K- 96.85% |
$112M - $129M
|
11K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-394K- 25.71% |
$131M - $151M
|
1.14M
$410M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-402K- 49.29% |
$133M - $154M
|
414K
$149M
|