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 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
455+ 9.28% |
$151K - $174K
|
5.36K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
451New |
$150K - $173K
|
451
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
443+ 0.37% |
$147K - $170K
|
121K
$47.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
439+ 11.67% |
$146K - $168K
|
4.2K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
438+ 25.23% |
$145K - $168K
|
2.17K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
438+ 26.07% |
$145K - $168K
|
2.12K
$835K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
435+ 6.22% |
$144K - $167K
|
7.42K
$2.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
425+ 48.46% |
$141K - $163K
|
1.3K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
423New |
$140K - $162K
|
423
$167K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
423New |
$140K - $162K
|
423
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
422+ 52.29% |
$140K - $162K
|
1.23K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
421+ 6.21% |
$140K - $161K
|
7.2K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
420+ 61.14% |
$139K - $161K
|
1.11K
$436K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
417+ 213.85% |
$138K - $160K
|
612
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
416+ 2.28% |
$138K - $159K
|
18.7K
$7.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
BUY
|
- |
415+ 6.61% |
$138K - $159K
|
6.7K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
410+ 1.68% |
$136K - $157K
|
24.8K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
408+ 2.4% |
$135K - $156K
|
17.4K
$6.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
407+ 1.25% |
$135K - $156K
|
33K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
406+ 73.82% |
$135K - $155K
|
956
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
393New |
$130K - $150K
|
393
$155K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
386+ 5.74% |
$128K - $148K
|
7.11K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
384+ 14.85% |
$127K - $147K
|
2.97K
$1.17M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
382+ 44.73% |
$127K - $146K
|
1.24K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
375+ 14.69% |
$125K - $144K
|
2.93K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
374+ 7.07% |
$124K - $143K
|
5.67K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
373+ 17.7% |
$124K - $143K
|
2.48K
$977K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
371+ 17.83% |
$123K - $142K
|
2.45K
$966K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
364+ 3.42% |
$121K - $139K
|
11K
$4.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
362+ 33.12% |
$120K - $139K
|
1.46K
$573K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
354+ 17.2% |
$118K - $135K
|
2.41K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
351+ 1.7% |
$117K - $134K
|
21K
$8.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
349+ 3.97% |
$116K - $134K
|
9.14K
$3.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
346+ 34.67% |
$115K - $132K
|
1.34K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
342+ 3.43% |
$114K - $131K
|
10.3K
$4.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
338+ 3.66% |
$112K - $129K
|
9.57K
$3.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
338+ 3.09% |
$112K - $129K
|
11.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
336+ 3.2% |
$112K - $129K
|
10.8K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
335+ 18.8% |
$111K - $128K
|
2.12K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
334New |
$111K - $128K
|
334
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
320+ 0.7% |
$106K - $122K
|
45.9K
$18.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
319+ 9.8% |
$106K - $122K
|
3.58K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
317+ 44.03% |
$105K - $121K
|
1.04K
$409K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
314+ 2.21% |
$104K - $120K
|
14.5K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
309+ 3.65% |
$103K - $118K
|
8.78K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
302+ 13.52% |
$100K - $116K
|
2.54K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
300+ 43.29% |
$99.6K - $115K
|
993
$391K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
296+ 29.48% |
$98.3K - $113K
|
1.3K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 1.43% |
$97.9K - $113K
|
21K
$8.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
290+ 14.27% |
$96.3K - $111K
|
2.32K
$915K
|