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 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
336+ 3.2% |
$112K - $129K
|
10.8K
$3.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
335+ 18.8% |
$111K - $128K
|
2.12K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
334New |
$111K - $128K
|
334
$120K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
320+ 0.7% |
$106K - $122K
|
45.9K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
319+ 9.8% |
$106K - $122K
|
3.58K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
317+ 44.03% |
$105K - $121K
|
1.04K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
314+ 2.21% |
$104K - $120K
|
14.5K
$5.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
309+ 3.65% |
$103K - $118K
|
8.78K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
302+ 13.52% |
$100K - $116K
|
2.54K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
300+ 43.29% |
$99.6K - $115K
|
993
$358K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
296+ 29.48% |
$98.3K - $113K
|
1.3K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 1.43% |
$97.9K - $113K
|
21K
$7.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
290+ 14.27% |
$96.3K - $111K
|
2.32K
$837K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
286+ 2.1% |
$95K - $109K
|
13.9K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
282+ 5.05% |
$93.6K - $108K
|
5.86K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
282+ 36.86% |
$93.6K - $108K
|
1.05K
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
275+ 41.11% |
$91.3K - $105K
|
944
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
263+ 10.07% |
$87.3K - $101K
|
2.88K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
259+ 0.98% |
$86K - $99.1K
|
26.7K
$9.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
255+ 0.46% |
$84.7K - $97.6K
|
56.1K
$20.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
253+ 4.97% |
$84K - $96.8K
|
5.35K
$1.93M
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
250New |
$83K - $95.7K
|
250
$90.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
248New |
$82.3K - $94.9K
|
248
$89.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
248+ 9.43% |
$82.3K - $94.9K
|
2.88K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
242+ 1.87% |
$80.3K - $92.6K
|
13.2K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
240+ 6.82% |
$79.7K - $91.9K
|
3.76K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
238+ 17.73% |
$79K - $91.1K
|
1.58K
$570K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
237+ 0.77% |
$78.7K - $90.7K
|
31K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
235+ 1.78% |
$78K - $89.9K
|
13.4K
$4.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
231+ 29.06% |
$76.7K - $88.4K
|
1.03K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
231+ 7.45% |
$76.7K - $88.4K
|
3.33K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
230+ 11.07% |
$76.4K - $88K
|
2.31K
$832K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
225+ 2.58% |
$74.7K - $86.1K
|
8.93K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
224+ 7.91% |
$74.4K - $85.7K
|
3.06K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
224+ 0.03% |
$74.4K - $85.7K
|
641K
$231M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
223+ 4.9% |
$74K - $85.4K
|
4.78K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
221+ 14.64% |
$73.4K - $84.6K
|
1.73K
$624K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
216+ 32.83% |
$71.7K - $82.7K
|
874
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
215+ 0.67% |
$71.4K - $82.3K
|
32.4K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
212+ 23.53% |
$70.4K - $81.1K
|
1.11K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
205+ 36.54% |
$68.1K - $78.5K
|
766
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
204+ 0.36% |
$67.7K - $78.1K
|
57.1K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
204+ 3.18% |
$67.7K - $78.1K
|
6.62K
$2.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 21.57% |
$66.4K - $76.6K
|
1.13K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
198+ 21.88% |
$65.7K - $75.8K
|
1.1K
$398K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
196+ 1.92% |
$65.1K - $75K
|
10.4K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
195+ 31.05% |
$64.7K - $74.6K
|
823
$297K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
194+ 2.88% |
$64.4K - $74.3K
|
6.93K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
187+ 1.69% |
$62.1K - $71.6K
|
11.3K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
186+ 8.63% |
$61.8K - $71.2K
|
2.34K
$844K
|