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 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.7K- 7.87% |
$565K - $651K
|
19.9K
$7.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.7K- 1.77% |
$565K - $651K
|
94.2K
$37.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 1.96% |
$566K - $652K
|
85.5K
$34M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.71K- 11.51% |
$567K - $653K
|
13.1K
$5.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.74K- 1.6% |
$577K - $666K
|
107K
$42.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 12.86% |
$586K - $676K
|
12K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.78K- 10.38% |
$589K - $679K
|
15.3K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.78K- 16.55% |
$592K - $682K
|
8.99K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.79K- 2.38% |
$594K - $684K
|
73.4K
$29.2M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-1.79K- 0.31% |
$595K - $686K
|
584K
$233M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.82K- 44.49% |
$603K - $695K
|
2.27K
$902K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.82K- 2.47% |
$604K - $696K
|
71.6K
$28.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.83K- 9.85% |
$608K - $700K
|
16.7K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.86K- 20.19% |
$618K - $712K
|
7.35K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.88K- 2.09% |
$624K - $719K
|
87.9K
$35M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.89K- 2.32% |
$628K - $724K
|
79.5K
$31.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.93K- 3.26% |
$640K - $738K
|
57.2K
$22.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 2.93% |
$642K - $740K
|
64.1K
$25.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.94K- 25.03% |
$643K - $741K
|
5.8K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.95K- 15.33% |
$646K - $745K
|
10.7K
$4.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.96K- 1.48% |
$650K - $749K
|
130K
$51.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 1.47% |
$654K - $754K
|
132K
$52.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.97K- 50.2% |
$655K - $756K
|
1.96K
$780K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.99K- 11.47% |
$662K - $763K
|
15.4K
$6.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 17.58% |
$668K - $770K
|
9.43K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.04K- 6.36% |
$679K - $782K
|
30.1K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.06K- 9.4% |
$683K - $787K
|
19.8K
$7.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.08K- 57.47% |
$692K - $798K
|
1.54K
$614K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.09K- 5.96% |
$693K - $799K
|
33K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2.09K- 6.64% |
$694K - $800K
|
29.4K
$11.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.13K- 8.93% |
$706K - $814K
|
21.7K
$8.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.13K- 11.0% |
$707K - $815K
|
17.2K
$6.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.13K- 2.81% |
$707K - $815K
|
73.8K
$29.4M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.15K- 4.73% |
$713K - $821K
|
43.2K
$17.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.17K- 1.62% |
$719K - $829K
|
132K
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-2.18K- 10.9% |
$722K - $833K
|
17.8K
$7.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.18K- 38.51% |
$725K - $836K
|
3.49K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.19K- 5.46% |
$725K - $836K
|
37.8K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.22K- 75.43% |
$738K - $851K
|
724
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-2.26K- 2.03% |
$752K - $867K
|
109K
$43.4M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.27K- 3.53% |
$753K - $868K
|
61.9K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.33K- 17.55% |
$774K - $892K
|
10.9K
$4.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 16.53% |
$777K - $896K
|
11.8K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.37K- 1.99% |
$788K - $909K
|
117K
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.47K- 4.26% |
$821K - $946K
|
55.5K
$22.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.58K- 4.21% |
$855K - $986K
|
58.6K
$23.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.64K- 2.68% |
$877K - $1.01M
|
95.9K
$38.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-2.66K- 41.54% |
$884K - $1.02M
|
3.75K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.72K- 13.37% |
$904K - $1.04M
|
17.6K
$7.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.75K- 2.04% |
$911K - $1.05M
|
132K
$52.6M
|