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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
550+ 19.11% |
$204K - $230K
|
3.43K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
542New |
$201K - $227K
|
542
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
538+ 2.75% |
$199K - $225K
|
20.1K
$6.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
533+ 25.47% |
$197K - $223K
|
2.63K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
531New |
$197K - $222K
|
531
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
531New |
$197K - $222K
|
531
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
529New |
$196K - $222K
|
529
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
529New |
$196K - $222K
|
529
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
528New |
$195K - $221K
|
528
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
528New |
$195K - $221K
|
528
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
527New |
$195K - $221K
|
527
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
527New |
$195K - $221K
|
527
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
526+ 1.96% |
$195K - $220K
|
27.4K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
525New |
$194K - $220K
|
525
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
523New |
$194K - $219K
|
523
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
521New |
$193K - $218K
|
521
$178K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
519New |
$192K - $217K
|
519
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
519New |
$192K - $217K
|
519
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
515New |
$191K - $216K
|
515
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
515+ 1.82% |
$191K - $216K
|
28.9K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
514New |
$190K - $215K
|
514
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
512New |
$190K - $214K
|
512
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
510New |
$189K - $214K
|
510
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
508New |
$188K - $213K
|
508
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
507+ 4.32% |
$188K - $212K
|
12.2K
$4.18M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
507New |
$188K - $212K
|
507
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
505New |
$187K - $212K
|
505
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
505New |
$187K - $212K
|
505
$173K
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
504New |
$187K - $211K
|
504
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
503New |
$186K - $211K
|
503
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
502New |
$186K - $210K
|
502
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
502New |
$186K - $210K
|
502
$171K
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
501New |
$185K - $210K
|
501
$171K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
501New |
$185K - $210K
|
501
$171K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
501New |
$185K - $210K
|
501
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$185K - $209K
|
500
$171K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
500+ 6.68% |
$185K - $209K
|
7.99K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
500New |
$185K - $209K
|
500
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
495New |
$183K - $207K
|
495
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
493+ 1.76% |
$183K - $207K
|
28.5K
$9.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
488+ 3.5% |
$181K - $204K
|
14.4K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
487+ 1.82% |
$180K - $204K
|
27.3K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
474New |
$175K - $199K
|
474
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
473+ 72.55% |
$175K - $198K
|
1.13K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
470+ 8.79% |
$174K - $197K
|
5.82K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
469+ 0.24% |
$174K - $196K
|
194K
$66.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
461+ 12.36% |
$171K - $193K
|
4.19K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
460+ 3.97% |
$170K - $193K
|
12K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
460+ 17.67% |
$170K - $193K
|
3.06K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
459+ 18.16% |
$170K - $192K
|
2.99K
$1.02M
|