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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-313- 1.26% |
$104K - $120K
|
24.5K
$10.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-314- 3.02% |
$104K - $120K
|
10.1K
$4.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-314- 2.11% |
$104K - $120K
|
14.6K
$6.05M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-314- 2.84% |
$104K - $120K
|
10.8K
$4.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-317- 1.12% |
$105K - $121K
|
28.1K
$11.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-322- 1.86% |
$107K - $123K
|
17K
$7.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-323- 9.57% |
$107K - $124K
|
3.05K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-324- 0.38% |
$108K - $124K
|
85.6K
$35.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-324- 6.2% |
$108K - $124K
|
4.9K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-327- 7.81% |
$109K - $125K
|
3.86K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-329- 5.91% |
$109K - $126K
|
5.24K
$2.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-330- 3.42% |
$110K - $126K
|
9.33K
$3.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-330- 10.29% |
$110K - $126K
|
2.88K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-330- 0.97% |
$110K - $126K
|
33.6K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-333- 10.14% |
$111K - $127K
|
2.95K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-334- 9.43% |
$111K - $128K
|
3.21K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-334- 6.17% |
$111K - $128K
|
5.08K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-336- 7.66% |
$112K - $129K
|
4.05K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-340- 7.96% |
$113K - $130K
|
3.93K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-341- 8.81% |
$113K - $131K
|
3.53K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-342- 4.34% |
$114K - $131K
|
7.54K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-352- 2.74% |
$117K - $135K
|
12.5K
$5.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-353- 1.84% |
$117K - $135K
|
18.9K
$7.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-354- 1.43% |
$118K - $135K
|
24.4K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-355- 10.31% |
$118K - $136K
|
3.09K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-359- 3.02% |
$119K - $137K
|
11.5K
$4.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-360- 1.88% |
$120K - $138K
|
18.8K
$7.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-361- 2.92% |
$120K - $138K
|
12K
$4.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-363- 40.07% |
$121K - $139K
|
543
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-364- 1.57% |
$121K - $139K
|
22.8K
$9.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-376- 1.16% |
$125K - $144K
|
32K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-378- 15.64% |
$126K - $145K
|
2.04K
$847K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-383- 1.69% |
$127K - $147K
|
22.3K
$9.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-385- 3.38% |
$128K - $147K
|
11K
$4.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-390- 5.75% |
$129K - $149K
|
6.39K
$2.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-391- 8.58% |
$130K - $150K
|
4.17K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-392- 2.69% |
$130K - $150K
|
14.2K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-396- 6.61% |
$131K - $152K
|
5.59K
$2.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-397- 17.8% |
$132K - $152K
|
1.83K
$762K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-397- 16.27% |
$132K - $152K
|
2.04K
$849K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-398- 37.9% |
$132K - $152K
|
652
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-404- 3.54% |
$134K - $155K
|
11K
$4.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-404- 4.43% |
$134K - $155K
|
8.72K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-408- 0.38% |
$135K - $156K
|
106K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-408- 1.78% |
$135K - $156K
|
22.6K
$9.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-411- 13.9% |
$136K - $157K
|
2.55K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-411- 9.16% |
$136K - $157K
|
4.08K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-412- 0.48% |
$137K - $158K
|
86.2K
$35.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-417- 2.68% |
$138K - $160K
|
15.1K
$6.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-419- 37.08% |
$139K - $160K
|
711
$295K
|