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 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
52+ 6.85% |
$17.3K - $19.9K
|
811
$323K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
51+ 4.69% |
$16.9K - $19.5K
|
1.14K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51+ 2.61% |
$16.9K - $19.5K
|
2K
$797K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 0.81% |
$16.6K - $19.1K
|
6.2K
$2.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
50+ 5.65% |
$16.6K - $19.1K
|
935
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
50+ 6.54% |
$16.6K - $19.1K
|
815
$324K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
49+ 0.06% |
$16.3K - $18.8K
|
76.7K
$30.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
48+ 4.68% |
$15.9K - $18.4K
|
1.07K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
48+ 1.48% |
$15.9K - $18.4K
|
3.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
47+ 2.49% |
$15.6K - $18K
|
1.93K
$769K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
46+ 1.34% |
$15.3K - $17.6K
|
3.49K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
45+ 4.66% |
$14.9K - $17.2K
|
1.01K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45+ 1.03% |
$14.9K - $17.2K
|
4.42K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 0.35% |
$13.9K - $16.1K
|
12.2K
$4.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
42+ 1400.0% |
$13.9K - $16.1K
|
45
$17.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
41+ 4.31% |
$13.6K - $15.7K
|
993
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
41+ 1.85% |
$13.6K - $15.7K
|
2.26K
$898K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
41+ 1.81% |
$13.6K - $15.7K
|
2.31K
$920K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 36.7% |
$13.3K - $15.3K
|
149
$59.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
40+ 1.31% |
$13.3K - $15.3K
|
3.1K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
40+ 3.8% |
$13.3K - $15.3K
|
1.09K
$435K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
38+ 1.16% |
$12.6K - $14.5K
|
3.33K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
38+ 6.91% |
$12.6K - $14.5K
|
588
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
38+ 2.54% |
$12.6K - $14.5K
|
1.53K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37+ 1.09% |
$12.3K - $14.2K
|
3.44K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 1.01% |
$12.3K - $14.2K
|
3.71K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
36+ 4.44% |
$12K - $13.8K
|
846
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 1.75% |
$11.6K - $13.4K
|
2.03K
$809K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
35+ 4.46% |
$11.6K - $13.4K
|
819
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
34+ 0.45% |
$11.3K - $13K
|
7.67K
$3.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
32New |
$10.6K - $12.2K
|
32
$12.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
31+ 5.02% |
$10.3K - $11.9K
|
648
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
31+ 3.2% |
$10.3K - $11.9K
|
999
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
31+ 1.95% |
$10.3K - $11.9K
|
1.62K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
30+ 4.94% |
$9.96K - $11.5K
|
637
$254K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
29+ 1.62% |
$9.63K - $11.1K
|
1.82K
$725K
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
28+ 0.16% |
$9.3K - $10.7K
|
17.2K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.71% |
$9.3K - $10.7K
|
3.95K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
27+ 75.0% |
$8.96K - $10.3K
|
63
$25.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
26+ 0.47% |
$8.63K - $9.95K
|
5.6K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26+ 1.9% |
$8.63K - $9.95K
|
1.39K
$554K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25+ 0.87% |
$8.3K - $9.57K
|
2.9K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
25+ 0.84% |
$8.3K - $9.57K
|
2.99K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 2.96% |
$8.3K - $9.57K
|
869
$346K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
24+ 0.85% |
$7.97K - $9.19K
|
2.83K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
23+ 0.22% |
$7.64K - $8.8K
|
10.4K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 0.23% |
$7.64K - $8.8K
|
10.1K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
23+ 3.5% |
$7.64K - $8.8K
|
681
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
22+ 0.47% |
$7.3K - $8.42K
|
4.67K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
22+ 0.95% |
$7.3K - $8.42K
|
2.35K
$935K
|