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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1+ 0.03% |
$332 - $383
|
3.71K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.01% |
$332 - $383
|
16.7K
$6.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.18% |
$332 - $383
|
552
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1+ 0.07% |
$332 - $383
|
1.45K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$332 - $383
|
1
$398
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1+ 0.1% |
$332 - $383
|
1.03K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$332 - $383
|
1.81K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1+ 0.15% |
$332 - $383
|
661
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.84% |
$332 - $383
|
120
$47.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.02% |
$332 - $383
|
4.61K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.16% |
$332 - $383
|
610
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1+ 0.05% |
$332 - $383
|
1.87K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.02% |
$332 - $383
|
4.79K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1+ 0.03% |
$332 - $383
|
3K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.03% |
$332 - $383
|
2.96K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$332 - $383
|
4.81K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$332 - $383
|
5.15K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.1% |
$332 - $383
|
1.03K
$408K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.12% |
$332 - $383
|
868
$346K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1- 0.11% |
$332 - $383
|
948
$377K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1- 0.05% |
$332 - $383
|
1.89K
$754K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1- 0.03% |
$332 - $383
|
3.05K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$332 - $383
|
25.4K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1- 0.05% |
$332 - $383
|
1.89K
$752K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-2- 0.28% |
$664 - $766
|
707
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2- 5.71% |
$664 - $766
|
33
$13.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2- 0.05% |
$664 - $766
|
3.94K
$1.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.9% |
$664 - $766
|
221
$88K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-3- 0.51% |
$996 - $1.15K
|
589
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-3- 0.23% |
$996 - $1.15K
|
1.33K
$528K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4- 0.05% |
$1.33K - $1.53K
|
8.31K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-4- 0.18% |
$1.33K - $1.53K
|
2.21K
$878K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4- 0.06% |
$1.33K - $1.53K
|
7.1K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-4- 0.05% |
$1.33K - $1.53K
|
7.83K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4- 0.79% |
$1.33K - $1.53K
|
500
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-4- 4.12% |
$1.33K - $1.53K
|
93
$37K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.1% |
$1.33K - $1.53K
|
4.08K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4- 0.11% |
$1.33K - $1.53K
|
3.7K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5- 0.01% |
$1.66K - $1.91K
|
51.6K
$20.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-5- 2.82% |
$1.66K - $1.91K
|
172
$68.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-5- 0.46% |
$1.66K - $1.91K
|
1.09K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-5- 0.43% |
$1.66K - $1.91K
|
1.16K
$460K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-5- 1.13% |
$1.66K - $1.91K
|
437
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-5- 0.11% |
$1.66K - $1.91K
|
4.64K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5- 0.01% |
$1.66K - $1.91K
|
48.8K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.03% |
$1.66K - $1.91K
|
15.1K
$6.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6- 0.95% |
$1.99K - $2.3K
|
623
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.28% |
$1.99K - $2.3K
|
2.14K
$851K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6- 0.09% |
$1.99K - $2.3K
|
6.95K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6- 0.11% |
$1.99K - $2.3K
|
5.71K
$2.27M
|