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 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-420- 0.28% |
$139K - $161K
|
151K
$62.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-421- 2.16% |
$140K - $161K
|
19K
$7.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-422- 1.07% |
$140K - $162K
|
39.2K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-423- 4.99% |
$140K - $162K
|
8.05K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-431- 8.73% |
$143K - $165K
|
4.51K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-432- 1.19% |
$143K - $165K
|
35.9K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-434- 1.69% |
$144K - $166K
|
25.2K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 2.58% |
$146K - $168K
|
16.6K
$6.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-442- 1.56% |
$147K - $169K
|
28K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-443- 15.37% |
$147K - $170K
|
2.44K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-448- 15.73% |
$149K - $171K
|
2.4K
$997K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-455- 33.33% |
$151K - $174K
|
910
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-470- 1.35% |
$156K - $180K
|
34.2K
$14.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-470- 0.87% |
$156K - $180K
|
53.4K
$22.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-471- 1.73% |
$156K - $180K
|
26.8K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-472- 37.91% |
$157K - $181K
|
773
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-472- 13.31% |
$157K - $181K
|
3.08K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-474- 1.94% |
$157K - $181K
|
24K
$9.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-475- 0.24% |
$158K - $182K
|
194K
$80.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-483- 5.85% |
$160K - $185K
|
7.78K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-485- 6.26% |
$161K - $186K
|
7.26K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-486- 0.99% |
$161K - $186K
|
48.7K
$20.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-502- 5.78% |
$167K - $192K
|
8.18K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-506- 6.76% |
$168K - $194K
|
6.98K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-508- 2.4% |
$169K - $194K
|
20.7K
$8.59M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-513- 4.85% |
$170K - $196K
|
10.1K
$4.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-516- 5.7% |
$171K - $198K
|
8.54K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-518- 24.29% |
$172K - $198K
|
1.62K
$671K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-520- 6.23% |
$173K - $199K
|
7.83K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-522- 14.27% |
$173K - $200K
|
3.14K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-523- 7.67% |
$174K - $200K
|
6.29K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-524- 1.77% |
$174K - $201K
|
29K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-529- 45.92% |
$176K - $202K
|
623
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-531- 12.8% |
$176K - $203K
|
3.62K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-531- 9.29% |
$176K - $203K
|
5.19K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-533- 26.92% |
$177K - $204K
|
1.45K
$601K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-535- 9.23% |
$178K - $205K
|
5.26K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-537- 17.41% |
$178K - $206K
|
2.55K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-537- 1.44% |
$178K - $206K
|
36.7K
$15.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-539- 6.77% |
$179K - $206K
|
7.42K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-544- 1.96% |
$181K - $208K
|
27.2K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-545- 12.9% |
$181K - $209K
|
3.68K
$1.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-557- 6.95% |
$185K - $213K
|
7.46K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-561- 2.51% |
$186K - $215K
|
21.8K
$9.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-563- 2.24% |
$187K - $215K
|
24.6K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-567- 1.0% |
$188K - $217K
|
56.4K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-577- 4.16% |
$192K - $221K
|
13.3K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-586- 20.28% |
$195K - $224K
|
2.3K
$957K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-588- 7.9% |
$195K - $225K
|
6.85K
$2.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-591- 1.68% |
$196K - $226K
|
34.7K
$14.4M
|