Purchases and Sales Made in Q4 2024 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
655K+ 44227.87% |
$243M - $275M
|
657K
$268M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
270K+ 1072.55% |
$100M - $113M
|
296K
$120M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
175K+ 34.9% |
$64.8M - $73.3M
|
676K
$275M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
161KNew |
$59.6M - $67.4M
|
161K
$65.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
107K+ 38.95% |
$39.8M - $45M
|
383K
$156M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.3K+ 74.57% |
$18.6M - $21.1M
|
118K
$47.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
49.4K+ 511.9% |
$18.3M - $20.7M
|
59.1K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
45.4K+ 243.27% |
$16.8M - $19M
|
64.1K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
44.5K+ 3.32% |
$16.5M - $18.7M
|
1.39M
$565M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
38.2KNew |
$14.2M - $16M
|
38.2K
$15.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
38.1K+ 2327.26% |
$14.1M - $16M
|
39.7K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
33.7K+ 6330.64% |
$12.5M - $14.1M
|
34.2K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
33.1K+ 53.17% |
$12.2M - $13.9M
|
95.3K
$38.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
33KNew |
$12.2M - $13.8M
|
33K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
32.9KNew |
$12.2M - $13.8M
|
32.9K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
31.6KNew |
$11.7M - $13.3M
|
31.6K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
30.5K+ 41.55% |
$11.3M - $12.8M
|
104K
$42.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29.7KNew |
$11M - $12.5M
|
29.7K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
26.6KNew |
$9.83M - $11.1M
|
26.6K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.7K+ 35.54% |
$8.76M - $9.91M
|
90.2K
$36.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.1K+ 48.86% |
$8.18M - $9.26M
|
67.3K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
18.6KNew |
$6.89M - $7.8M
|
18.6K
$7.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
17.6KNew |
$6.53M - $7.39M
|
17.6K
$7.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
14.5K+ 16.49% |
$5.36M - $6.06M
|
102K
$41.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.4K+ 68.44% |
$5.35M - $6.05M
|
35.5K
$14.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.3KNew |
$5.28M - $5.98M
|
14.3K
$5.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
13.8KNew |
$5.11M - $5.79M
|
13.8K
$5.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
13.2KNew |
$4.88M - $5.52M
|
13.2K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
12.8K+ 48.95% |
$4.73M - $5.35M
|
38.8K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$4.12M - $4.66M
|
11.1K
$4.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.5K+ 88.68% |
$3.88M - $4.39M
|
22.3K
$9.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10.4K+ 0.48% |
$3.87M - $4.38M
|
2.17M
$885M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
9.95KNew |
$3.69M - $4.17M
|
9.95K
$4.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
9.62KNew |
$3.56M - $4.03M
|
9.62K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
9.5KNew |
$3.52M - $3.98M
|
9.5K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
8.89KNew |
$3.29M - $3.73M
|
8.89K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
8.52KNew |
$3.15M - $3.57M
|
8.52K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.48K+ 7.34% |
$3.14M - $3.55M
|
124K
$50.5M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.76KNew |
$2.87M - $3.25M
|
7.76K
$3.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
7.72K+ 11.59% |
$2.86M - $3.23M
|
74.3K
$30.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.27K+ 10.15% |
$2.69M - $3.05M
|
78.9K
$32.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7.13K+ 21.56% |
$2.64M - $2.98M
|
40.2K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.09K+ 102.4% |
$2.63M - $2.97M
|
14K
$5.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
6.92KNew |
$2.56M - $2.9M
|
6.92K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.89KNew |
$2.55M - $2.89M
|
6.89K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.72K+ 7.22% |
$2.49M - $2.81M
|
99.8K
$40.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.65KNew |
$2.46M - $2.78M
|
6.65K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.46KNew |
$2.39M - $2.71M
|
6.46K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
6.12K+ 654.01% |
$2.26M - $2.56M
|
7.05K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
6.05K+ 8.38% |
$2.24M - $2.53M
|
78.2K
$31.9M
|