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 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-604- 1.69% |
$201K - $231K
|
35.2K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-605- 18.42% |
$201K - $232K
|
2.68K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-608- 8.45% |
$202K - $233K
|
6.58K
$2.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-614- 9.76% |
$204K - $235K
|
5.67K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-620- 22.25% |
$206K - $237K
|
2.17K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-633- 0.24% |
$210K - $242K
|
267K
$111M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-637- 19.83% |
$211K - $244K
|
2.58K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-640- 8.77% |
$212K - $245K
|
6.66K
$2.77M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-649- 3.45% |
$215K - $248K
|
18.2K
$7.55M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-649- 1.71% |
$215K - $248K
|
37.3K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-654- 32.39% |
$217K - $250K
|
1.37K
$567K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 1.19% |
$218K - $251K
|
54.5K
$22.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-660- 5.79% |
$219K - $253K
|
10.7K
$4.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-661- 21.22% |
$219K - $253K
|
2.45K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-663- 1.57% |
$220K - $254K
|
41.7K
$17.3M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-664- 1.47% |
$220K - $254K
|
44.6K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-668- 1.84% |
$222K - $256K
|
35.7K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-677- 9.23% |
$225K - $259K
|
6.66K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-695- 13.04% |
$231K - $266K
|
4.64K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-697- 5.24% |
$231K - $267K
|
12.6K
$5.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-701- 31.28% |
$233K - $268K
|
1.54K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-707- 1.09% |
$235K - $271K
|
64.2K
$26.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-711- 50.0% |
$236K - $272K
|
711
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-720- 25.91% |
$239K - $276K
|
2.06K
$855K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-729- 17.76% |
$242K - $279K
|
3.38K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-730- 1.08% |
$242K - $279K
|
67.2K
$27.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-733- 32.53% |
$243K - $281K
|
1.52K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-734- 1.19% |
$244K - $281K
|
61K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-736- 10.34% |
$244K - $282K
|
6.38K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-756- 3.47% |
$251K - $289K
|
21K
$8.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-765- 8.9% |
$254K - $293K
|
7.83K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-774- 0.3% |
$257K - $296K
|
259K
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-776- 0.14% |
$258K - $297K
|
562K
$234M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-805- 7.41% |
$267K - $308K
|
10.1K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-807- 4.21% |
$268K - $309K
|
18.4K
$7.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-809- 1.73% |
$269K - $310K
|
46.1K
$19.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-818- 28.28% |
$272K - $313K
|
2.08K
$862K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-828- 4.48% |
$275K - $317K
|
17.6K
$7.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-828- 3.45% |
$275K - $317K
|
23.2K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-839- 9.12% |
$279K - $321K
|
8.36K
$3.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-844- 37.3% |
$280K - $323K
|
1.42K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-849- 2.0% |
$282K - $325K
|
41.6K
$17.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.08% |
$283K - $326K
|
26.8K
$11.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-854- 22.33% |
$284K - $327K
|
2.97K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-856- 11.28% |
$284K - $328K
|
6.74K
$2.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-874- 5.3% |
$290K - $335K
|
15.6K
$6.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-884- 4.92% |
$294K - $338K
|
17.1K
$7.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-888- 26.9% |
$295K - $340K
|
2.41K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-890- 4.76% |
$295K - $341K
|
17.8K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-896- 5.19% |
$297K - $343K
|
16.4K
$6.8M
|