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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.77K- 2.72% |
$920K - $1.06M
|
98.9K
$39.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.81K- 3.1% |
$932K - $1.07M
|
87.9K
$35M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.86K- 30.19% |
$949K - $1.09M
|
6.61K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.86K- 67.37% |
$949K - $1.09M
|
1.38K
$551K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.89K- 0.98% |
$959K - $1.11M
|
292K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.04K- 7.6% |
$1.01M - $1.16M
|
36.9K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-3.11K- 3.44% |
$1.03M - $1.19M
|
87.3K
$34.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-3.11K- 23.21% |
$1.03M - $1.19M
|
10.3K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.13K- 1.97% |
$1.04M - $1.2M
|
155K
$61.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-3.19K- 4.41% |
$1.06M - $1.22M
|
69K
$27.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 1.54% |
$1.09M - $1.26M
|
210K
$83.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.38K- 2.84% |
$1.12M - $1.29M
|
116K
$46M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.38K- 9.5% |
$1.12M - $1.29M
|
32.2K
$12.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.5K- 7.18% |
$1.16M - $1.34M
|
45.2K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.28% |
$1.19M - $1.38M
|
278K
$111M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.66K- 35.61% |
$1.22M - $1.4M
|
6.62K
$2.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-3.67K- 16.51% |
$1.22M - $1.4M
|
18.5K
$7.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.67K- 3.29% |
$1.22M - $1.4M
|
108K
$42.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.76K- 35.39% |
$1.25M - $1.44M
|
6.87K
$2.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.77K- 6.54% |
$1.25M - $1.44M
|
53.9K
$21.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.78K- 6.18% |
$1.25M - $1.45M
|
57.3K
$22.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.84K- 10.91% |
$1.27M - $1.47M
|
31.3K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 20.36% |
$1.28M - $1.48M
|
15.1K
$6.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.06K- 1.7% |
$1.35M - $1.55M
|
234K
$93.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-4.09K- 26.78% |
$1.36M - $1.57M
|
11.2K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.29K- 8.63% |
$1.42M - $1.64M
|
45.3K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 44.01% |
$1.45M - $1.67M
|
5.57K
$2.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.44K- 11.85% |
$1.47M - $1.7M
|
33K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.65K- 9.43% |
$1.54M - $1.78M
|
44.6K
$17.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-4.67K- 9.08% |
$1.55M - $1.79M
|
46.8K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.73K- 6.32% |
$1.57M - $1.81M
|
70.2K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.76K- 0.74% |
$1.58M - $1.82M
|
641K
$255M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.96K- 86.3% |
$1.65M - $1.9M
|
787
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.99K- 99.82% |
$1.66M - $1.91M
|
9
$3.58K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.24K- 52.62% |
$1.74M - $2.01M
|
4.72K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.31K- 53.44% |
$1.76M - $2.03M
|
4.63K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.41K- 11.31% |
$1.8M - $2.07M
|
42.4K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.56K- 2.57% |
$1.85M - $2.13M
|
211K
$83.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5.58K- 71.69% |
$1.85M - $2.14M
|
2.2K
$878K
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5.74K- 6.48% |
$1.91M - $2.2M
|
82.8K
$33M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.97K- 4.43% |
$1.98M - $2.28M
|
129K
$51.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.04K- 24.45% |
$2.01M - $2.31M
|
18.7K
$7.43M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-6.23K- 55.71% |
$2.07M - $2.38M
|
4.95K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.64KClosed |
$2.2M - $2.54M
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.69K- 9.5% |
$2.22M - $2.56M
|
63.7K
$25.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-7.01K- 3.27% |
$2.33M - $2.68M
|
207K
$82.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.03K- 12.51% |
$2.33M - $2.69M
|
49.2K
$19.6M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.52K- 3.57% |
$2.5M - $2.88M
|
203K
$80.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.56K- 45.01% |
$2.51M - $2.89M
|
9.24K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.57K- 1.52% |
$2.51M - $2.9M
|
490K
$195M
|