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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
456+ 4.15% |
$169K - $191K
|
11.5K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
455+ 36.2% |
$168K - $191K
|
1.71K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
455+ 63.64% |
$168K - $191K
|
1.17K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
454+ 6.13% |
$168K - $190K
|
7.87K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
450+ 15.18% |
$167K - $189K
|
3.42K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
447+ 0.9% |
$165K - $187K
|
50.1K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
446+ 10.47% |
$165K - $187K
|
4.7K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
442New |
$164K - $185K
|
442
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
441+ 1.85% |
$163K - $185K
|
24.3K
$8.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
436+ 3.43% |
$161K - $183K
|
13.2K
$4.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
434+ 72.33% |
$161K - $182K
|
1.03K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
428+ 10.19% |
$158K - $179K
|
4.63K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
428New |
$158K - $179K
|
428
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
421+ 2.44% |
$156K - $176K
|
17.6K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
420+ 3.68% |
$156K - $176K
|
11.8K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
414New |
$153K - $173K
|
414
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
414+ 1.67% |
$153K - $173K
|
25.2K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
411+ 20.55% |
$152K - $172K
|
2.41K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
410New |
$152K - $172K
|
410
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
407+ 14.29% |
$151K - $171K
|
3.26K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
407+ 0.34% |
$151K - $171K
|
120K
$40.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
406+ 1.49% |
$150K - $170K
|
27.7K
$9.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
404+ 1.12% |
$150K - $169K
|
36.3K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
403+ 1.74% |
$149K - $169K
|
23.6K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
400+ 3.34% |
$148K - $168K
|
12.4K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
399+ 15.5% |
$148K - $167K
|
2.97K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
399+ 7.1% |
$148K - $167K
|
6.02K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
398+ 1.75% |
$147K - $167K
|
23.1K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
395+ 2.51% |
$146K - $165K
|
16.1K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
395+ 29.07% |
$146K - $165K
|
1.75K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
394+ 4.18% |
$146K - $165K
|
9.82K
$3.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
385New |
$143K - $161K
|
385
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
379+ 3.44% |
$140K - $159K
|
11.4K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
377+ 4.06% |
$140K - $158K
|
9.66K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
376+ 55.54% |
$139K - $158K
|
1.05K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
373New |
$138K - $156K
|
373
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
370+ 1.0% |
$137K - $155K
|
37.5K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
360New |
$133K - $151K
|
360
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
351New |
$130K - $147K
|
351
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
350+ 16.53% |
$130K - $147K
|
2.47K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
349+ 1090.63% |
$129K - $146K
|
381
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
347+ 2.2% |
$128K - $145K
|
16.1K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
341+ 5.49% |
$126K - $143K
|
6.55K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
341+ 38.4% |
$126K - $143K
|
1.23K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
336New |
$124K - $141K
|
336
$115K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
335+ 5.69% |
$124K - $140K
|
6.22K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
335+ 24.08% |
$124K - $140K
|
1.73K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
333+ 0.41% |
$123K - $140K
|
81.4K
$27.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
333+ 7.9% |
$123K - $140K
|
4.55K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
332New |
$123K - $139K
|
332
$113K
|