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
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
22+ 1.32% |
$7.3K - $8.42K
|
1.7K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
22+ 0.52% |
$7.3K - $8.42K
|
4.27K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
22+ 1.94% |
$7.3K - $8.42K
|
1.16K
$460K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.1% |
$7.3K - $8.42K
|
21.3K
$8.48M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
21+ 4.25% |
$6.97K - $8.04K
|
515
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
20+ 2.04% |
$6.64K - $7.66K
|
1K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.13% |
$6.64K - $7.66K
|
16K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
20+ 0.22% |
$6.64K - $7.66K
|
9.14K
$3.64M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19+ 2.92% |
$6.31K - $7.27K
|
670
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
19+ 0.5% |
$6.31K - $7.27K
|
3.82K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
19+ 0.93% |
$6.31K - $7.27K
|
2.05K
$817K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
18+ 0.15% |
$5.98K - $6.89K
|
12.3K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
18+ 0.14% |
$5.98K - $6.89K
|
12.4K
$4.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17+ 1.94% |
$5.64K - $6.51K
|
892
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
17+ 0.15% |
$5.64K - $6.51K
|
11.3K
$4.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
15+ 10.71% |
$4.98K - $5.74K
|
155
$61.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14+ 0.06% |
$4.65K - $5.36K
|
22.4K
$8.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
14+ 0.26% |
$4.65K - $5.36K
|
5.42K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
13+ 0.15% |
$4.32K - $4.98K
|
8.79K
$3.5M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13New |
$4.32K - $4.98K
|
13
$5.18K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
13+ 0.92% |
$4.32K - $4.98K
|
1.43K
$570K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$3.98K - $4.59K
|
12
$4.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.38% |
$3.98K - $4.59K
|
3.13K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
10+ 0.23% |
$3.32K - $3.83K
|
4.29K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.56% |
$3.32K - $3.83K
|
1.8K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10+ 0.39% |
$3.32K - $3.83K
|
2.55K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10+ 0.2% |
$3.32K - $3.83K
|
4.96K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
9+ 900.0% |
$2.99K - $3.44K
|
10
$3.98K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9+ 0.09% |
$2.99K - $3.44K
|
9.97K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9+ 0.15% |
$2.99K - $3.44K
|
6.09K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9New |
$2.99K - $3.44K
|
9
$3.58K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.08% |
$2.66K - $3.06K
|
10.1K
$4.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
8+ 0.43% |
$2.66K - $3.06K
|
1.89K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.1% |
$2.66K - $3.06K
|
7.92K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.7% |
$2.32K - $2.68K
|
1.01K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$2.32K - $2.68K
|
5.03K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.16% |
$2.32K - $2.68K
|
4.27K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7+ 0.13% |
$2.32K - $2.68K
|
5.2K
$2.07M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6+ 0.06% |
$1.99K - $2.3K
|
10.8K
$4.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
6+ 0.09% |
$1.99K - $2.3K
|
6.42K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
6+ 0.49% |
$1.99K - $2.3K
|
1.23K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
6+ 0.16% |
$1.99K - $2.3K
|
3.8K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.05% |
$1.66K - $1.91K
|
10.8K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.17% |
$1.66K - $1.91K
|
3.02K
$1.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$1.66K - $1.91K
|
8.94K
$3.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.33K - $1.53K
|
4.58K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.15% |
$1.33K - $1.53K
|
2.73K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.33K - $1.53K
|
1.84K
$732K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.04% |
$1.33K - $1.53K
|
9.29K
$3.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4+ 0.01% |
$1.33K - $1.53K
|
46.9K
$18.7M
|