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 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-102- 6.09% |
$33.9K - $39K
|
1.57K
$644K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-104- 6.05% |
$34.5K - $39.8K
|
1.62K
$661K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-104- 1.05% |
$34.5K - $39.8K
|
9.85K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-105- 4.0% |
$34.9K - $40.2K
|
2.52K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-107- 6.32% |
$35.5K - $41K
|
1.59K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-107- 1.21% |
$35.5K - $41K
|
8.72K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-108- 1.41% |
$35.9K - $41.3K
|
7.57K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-108- 7.01% |
$35.9K - $41.3K
|
1.43K
$587K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-108- 0.5% |
$35.9K - $41.3K
|
21.3K
$8.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-110- 13.02% |
$36.5K - $42.1K
|
735
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-110- 5.62% |
$36.5K - $42.1K
|
1.85K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-110- 5.18% |
$36.5K - $42.1K
|
2.02K
$825K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-113- 1.46% |
$37.5K - $43.3K
|
7.65K
$3.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-114- 2.46% |
$37.9K - $43.6K
|
4.51K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-115- 1.49% |
$38.2K - $44K
|
7.62K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-115- 29.72% |
$38.2K - $44K
|
272
$111K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-115- 7.5% |
$38.2K - $44K
|
1.42K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-116- 6.25% |
$38.5K - $44.4K
|
1.74K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-117- 2.3% |
$38.8K - $44.8K
|
4.98K
$2.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-117- 12.19% |
$38.8K - $44.8K
|
843
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-118- 1.16% |
$39.2K - $45.2K
|
10.1K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-120- 2.94% |
$39.8K - $45.9K
|
3.97K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-124- 5.62% |
$41.2K - $47.5K
|
2.08K
$853K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-125- 14.4% |
$41.5K - $47.8K
|
743
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-125- 1.39% |
$41.5K - $47.8K
|
8.85K
$3.62M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-125- 17.53% |
$41.5K - $47.8K
|
588
$241K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-125- 3.25% |
$41.5K - $47.8K
|
3.72K
$1.52M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-125- 0.66% |
$41.5K - $47.8K
|
18.9K
$7.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-127- 6.35% |
$42.2K - $48.6K
|
1.87K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-128- 0.9% |
$42.5K - $49K
|
14.2K
$5.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-131- 4.92% |
$43.5K - $50.1K
|
2.53K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-131- 1.98% |
$43.5K - $50.1K
|
6.47K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-134- 2.42% |
$44.5K - $51.3K
|
5.4K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-134- 2.56% |
$44.5K - $51.3K
|
5.11K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-135- 1.89% |
$44.8K - $51.7K
|
6.99K
$2.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-136- 3.05% |
$45.2K - $52.1K
|
4.32K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-138- 1.18% |
$45.8K - $52.8K
|
11.6K
$4.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-140- 13.74% |
$46.5K - $53.6K
|
879
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-141- 8.04% |
$46.8K - $54K
|
1.61K
$660K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-145- 3.14% |
$48.1K - $55.5K
|
4.47K
$1.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-146- 3.39% |
$48.5K - $55.9K
|
4.16K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-146- 6.22% |
$48.5K - $55.9K
|
2.2K
$900K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-148- 5.62% |
$49.1K - $56.6K
|
2.49K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-150- 11.11% |
$49.8K - $57.4K
|
1.2K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-150- 3.3% |
$49.8K - $57.4K
|
4.4K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-150- 3.03% |
$49.8K - $57.4K
|
4.8K
$1.97M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-151- 7.52% |
$50.1K - $57.8K
|
1.86K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-151- 16.22% |
$50.1K - $57.8K
|
780
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-153- 19.82% |
$50.8K - $58.6K
|
619
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-155- 0.31% |
$51.5K - $59.3K
|
50.2K
$20.5M
|