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 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
640+ 5.23% |
$212K - $245K
|
12.9K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
637New |
$211K - $244K
|
637
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
636+ 0.79% |
$211K - $243K
|
81.1K
$32M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
631New |
$210K - $242K
|
631
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
620New |
$206K - $237K
|
620
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
612+ 30.24% |
$203K - $234K
|
2.64K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
602New |
$200K - $230K
|
602
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
598New |
$199K - $229K
|
598
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
594+ 29.74% |
$197K - $227K
|
2.59K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
585New |
$194K - $224K
|
585
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
585New |
$194K - $224K
|
585
$231K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
580+ 12.24% |
$193K - $222K
|
5.32K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
579+ 26.67% |
$192K - $222K
|
2.75K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
577New |
$192K - $221K
|
577
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
575+ 35.19% |
$191K - $220K
|
2.21K
$871K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
573New |
$190K - $219K
|
573
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
569+ 1.86% |
$189K - $218K
|
31.2K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
567+ 39.35% |
$188K - $217K
|
2.01K
$791K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
564New |
$187K - $216K
|
564
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
562+ 0.27% |
$187K - $215K
|
211K
$83M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
561New |
$186K - $215K
|
561
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
559New |
$186K - $214K
|
559
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
557+ 50.23% |
$185K - $213K
|
1.67K
$657K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
557+ 34.09% |
$185K - $213K
|
2.19K
$864K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
547New |
$182K - $209K
|
547
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
545New |
$181K - $209K
|
545
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
545New |
$181K - $209K
|
545
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
544+ 0.53% |
$181K - $208K
|
104K
$40.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
544New |
$181K - $208K
|
544
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
542New |
$180K - $207K
|
542
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
539+ 71.3% |
$179K - $206K
|
1.3K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
539New |
$179K - $206K
|
539
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
539+ 0.09% |
$179K - $206K
|
616K
$243M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
536+ 8.7% |
$178K - $205K
|
6.7K
$2.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
534New |
$177K - $204K
|
534
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
532New |
$177K - $204K
|
532
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
531+ 4.29% |
$176K - $203K
|
12.9K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
527+ 95.82% |
$175K - $202K
|
1.08K
$424K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
517+ 57.0% |
$172K - $198K
|
1.42K
$561K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
515+ 2.4% |
$171K - $197K
|
21.9K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
512+ 1.81% |
$170K - $196K
|
28.8K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
502+ 1.46% |
$167K - $192K
|
35K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
502+ 4.6% |
$167K - $192K
|
11.4K
$4.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
502+ 81.89% |
$167K - $192K
|
1.12K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
491New |
$163K - $188K
|
491
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
487+ 13.65% |
$162K - $186K
|
4.06K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
486+ 2.99% |
$161K - $186K
|
16.7K
$6.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
464+ 12.43% |
$154K - $178K
|
4.2K
$1.65M
|