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
|
Eastern Bank
|
BUY
|
- |
1.39KNew |
$463K - $533K
|
1.39K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$458K - $528K
|
1.38K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.36KNew |
$451K - $520K
|
1.36K
$536K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.34K+ 37.63% |
$446K - $514K
|
4.91K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.34KNew |
$446K - $514K
|
1.34K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.34KNew |
$444K - $511K
|
1.34K
$527K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.33KNew |
$441K - $509K
|
1.33K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.33K+ 6.12% |
$440K - $508K
|
23K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.31K+ 162.76% |
$434K - $500K
|
2.11K
$832K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.28K+ 12.66% |
$426K - $491K
|
11.4K
$4.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.26K+ 14.88% |
$419K - $483K
|
9.74K
$3.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.26KNew |
$417K - $481K
|
1.26K
$495K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.25K+ 14.15% |
$414K - $478K
|
10.1K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.24K+ 36.92% |
$412K - $475K
|
4.61K
$1.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.24K+ 1.07% |
$411K - $473K
|
117K
$46.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.23K+ 4.48% |
$409K - $471K
|
28.7K
$11.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.22K+ 101.5% |
$404K - $466K
|
2.42K
$952K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.21K+ 86.48% |
$401K - $463K
|
2.61K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19K+ 27.95% |
$396K - $457K
|
5.46K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.19KNew |
$395K - $456K
|
1.19K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$393K - $454K
|
1.19K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.18KNew |
$391K - $451K
|
1.18K
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.18K+ 5.91% |
$391K - $451K
|
21.1K
$8.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.17KNew |
$389K - $449K
|
1.17K
$462K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.17K+ 23.33% |
$388K - $447K
|
6.18K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.16KNew |
$385K - $444K
|
1.16K
$458K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.16K+ 0.65% |
$384K - $443K
|
179K
$70.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 14.18% |
$383K - $441K
|
9.29K
$3.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.15K+ 4.21% |
$380K - $439K
|
28.3K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.12K+ 150.27% |
$372K - $429K
|
1.87K
$736K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.12KNew |
$371K - $428K
|
1.12K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.11K+ 4.77% |
$370K - $426K
|
24.5K
$9.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.11K+ 13.37% |
$368K - $424K
|
9.4K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 30.42% |
$362K - $417K
|
4.67K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.07K+ 7.57% |
$356K - $410K
|
15.2K
$6M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
1.07K+ 18.03% |
$354K - $408K
|
6.98K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 1.21% |
$351K - $404K
|
88K
$34.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 8.79% |
$348K - $402K
|
13K
$5.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.04K+ 3.96% |
$345K - $398K
|
27.3K
$10.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.03K+ 15.93% |
$342K - $394K
|
7.49K
$2.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 1.09% |
$342K - $394K
|
95.6K
$37.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.03K+ 37.53% |
$341K - $393K
|
3.77K
$1.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$340K - $392K
|
1.02K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 70.01% |
$339K - $390K
|
2.48K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.02KNew |
$338K - $390K
|
1.02K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.01KNew |
$334K - $385K
|
1.01K
$396K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1K+ 5.73% |
$333K - $384K
|
18.5K
$7.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 0.23% |
$332K - $383K
|
437K
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
999New |
$332K - $382K
|
999
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
982+ 54.71% |
$326K - $376K
|
2.78K
$1.09M
|