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 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
2.39KNew |
$795K - $916K
|
2.39K
$943K
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
2.38K+ 368.22% |
$789K - $909K
|
3.02K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.36K+ 125.81% |
$785K - $905K
|
4.24K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.34K+ 0.55% |
$776K - $895K
|
426K
$168M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
2.32K+ 137.88% |
$769K - $886K
|
3.99K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.31K+ 27.35% |
$768K - $885K
|
10.8K
$4.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.31K+ 2.48% |
$767K - $884K
|
95.4K
$37.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.31K+ 86.28% |
$766K - $883K
|
4.98K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.27K+ 19.26% |
$754K - $869K
|
14.1K
$5.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.24K+ 8.99% |
$742K - $856K
|
27.1K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.19K+ 5.28% |
$727K - $839K
|
43.7K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.14K+ 4.92% |
$710K - $818K
|
45.6K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.09K+ 12.07% |
$694K - $800K
|
19.4K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.05K+ 9.38% |
$680K - $784K
|
23.9K
$9.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.03K+ 48.72% |
$675K - $778K
|
6.21K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.03K+ 11.72% |
$675K - $778K
|
19.4K
$7.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
2.02K+ 2.84% |
$672K - $775K
|
73.4K
$28.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.99K+ 2.09% |
$661K - $762K
|
97.3K
$38.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.97K+ 100.82% |
$655K - $756K
|
3.93K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 36.84% |
$652K - $751K
|
7.29K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.96K+ 6.96% |
$651K - $750K
|
30.1K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.94K+ 14.87% |
$643K - $741K
|
15K
$5.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.93KNew |
$641K - $739K
|
1.93K
$761K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.93K+ 79.92% |
$639K - $737K
|
4.34K
$1.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.92K+ 5.3% |
$637K - $734K
|
38.1K
$15M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.86KNew |
$619K - $713K
|
1.86K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.85KNew |
$615K - $708K
|
1.85K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.81KNew |
$600K - $692K
|
1.81K
$713K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 4.2% |
$594K - $684K
|
44.3K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.78K+ 4.59% |
$590K - $680K
|
40.5K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.71K+ 8.59% |
$568K - $655K
|
21.6K
$8.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.71KNew |
$567K - $653K
|
1.71K
$673K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 12.13% |
$566K - $652K
|
15.8K
$6.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67KNew |
$554K - $639K
|
1.67K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.67K+ 2.85% |
$553K - $638K
|
60.1K
$23.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$540K - $623K
|
1.63K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.62K+ 7.29% |
$537K - $619K
|
23.8K
$9.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
1.6KNew |
$531K - $612K
|
1.6K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 4.79% |
$527K - $607K
|
34.7K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.55KNew |
$516K - $595K
|
1.55K
$612K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 38.19% |
$515K - $593K
|
5.61K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51KNew |
$502K - $579K
|
1.51K
$596K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.51K+ 29.27% |
$500K - $576K
|
6.65K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.48K+ 19.05% |
$491K - $566K
|
9.25K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$489K - $564K
|
1.47K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.46K+ 2.35% |
$485K - $559K
|
63.6K
$25.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 9.38% |
$473K - $545K
|
16.6K
$6.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.42KNew |
$470K - $542K
|
1.42K
$558K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.4KNew |
$465K - $537K
|
1.4K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.4K+ 16.58% |
$463K - $534K
|
9.82K
$3.87M
|