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
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-828- 4.48% |
$275K - $317K
|
17.6K
$6.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-828- 3.45% |
$275K - $317K
|
23.2K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-839- 9.12% |
$279K - $321K
|
8.36K
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-844- 37.3% |
$280K - $323K
|
1.42K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-849- 2.0% |
$282K - $325K
|
41.6K
$16.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.08% |
$283K - $326K
|
26.8K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-854- 22.33% |
$284K - $327K
|
2.97K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-856- 11.28% |
$284K - $328K
|
6.74K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-874- 5.3% |
$290K - $335K
|
15.6K
$6.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-884- 4.92% |
$294K - $338K
|
17.1K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-888- 26.9% |
$295K - $340K
|
2.41K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-890- 4.76% |
$295K - $341K
|
17.8K
$7.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-896- 5.19% |
$297K - $343K
|
16.4K
$6.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-899- 4.22% |
$298K - $344K
|
20.4K
$8.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-899- 3.11% |
$298K - $344K
|
28K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-903- 1.63% |
$300K - $346K
|
54.7K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-911- 0.68% |
$302K - $349K
|
133K
$52.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-915- 16.98% |
$304K - $350K
|
4.48K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-915- 0.14% |
$304K - $350K
|
645K
$255M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-920- 9.38% |
$305K - $352K
|
8.89K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-920- 0.67% |
$305K - $352K
|
136K
$53.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-925- 0.74% |
$307K - $354K
|
124K
$49M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-929- 0.55% |
$308K - $356K
|
167K
$65.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-939- 0.09% |
$312K - $359K
|
1.1M
$435M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-948- 2.62% |
$315K - $363K
|
35.2K
$13.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-984- 5.17% |
$327K - $377K
|
18K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-992- 0.49% |
$329K - $380K
|
202K
$79.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1K- 6.54% |
$332K - $383K
|
14.3K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 7.44% |
$337K - $388K
|
12.6K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.02K- 1.0% |
$340K - $392K
|
101K
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.03K- 1.48% |
$343K - $396K
|
69K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 2.97% |
$345K - $397K
|
33.9K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.07K- 13.11% |
$355K - $409K
|
7.09K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.1K- 11.92% |
$364K - $419K
|
8.1K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.11K- 2.56% |
$367K - $423K
|
42.2K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.14K- 9.49% |
$378K - $436K
|
10.9K
$4.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.14K- 48.35% |
$379K - $437K
|
1.22K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.14K- 11.83% |
$379K - $437K
|
8.51K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.21% |
$394K - $454K
|
559K
$221M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.2K- 3.26% |
$398K - $459K
|
35.6K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 16.4% |
$403K - $465K
|
6.19K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.23K- 1.03% |
$409K - $471K
|
118K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.26K- 37.4% |
$418K - $482K
|
2.11K
$831K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.27K- 6.07% |
$421K - $485K
|
19.6K
$7.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.29K- 4.9% |
$429K - $494K
|
25.1K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 2.34% |
$432K - $498K
|
54.2K
$21.4M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$444K - $512K
|
26.3K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 8.08% |
$457K - $527K
|
15.7K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.38K- 4.66% |
$457K - $527K
|
28.2K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.38K- 5.21% |
$459K - $529K
|
25.1K
$9.91M
|