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 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-264- 6.55% |
$97.7K - $111K
|
3.77K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-276- 1.61% |
$102K - $116K
|
16.9K
$6.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-276- 2.23% |
$102K - $116K
|
12.1K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-291- 9.64% |
$108K - $122K
|
2.73K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-292- 0.88% |
$108K - $122K
|
32.9K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-300- 4.06% |
$111K - $126K
|
7.1K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-314- 0.98% |
$116K - $132K
|
31.7K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-318- 8.09% |
$118K - $133K
|
3.62K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-330- 2.68% |
$122K - $138K
|
12K
$4.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-330- 4.96% |
$122K - $138K
|
6.33K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-331- 1.98% |
$123K - $139K
|
16.4K
$6.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-334- 7.7% |
$124K - $140K
|
4.01K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-347- 4.07% |
$128K - $145K
|
8.18K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-350- 23.21% |
$130K - $147K
|
1.16K
$474K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-351- 2.48% |
$130K - $147K
|
13.8K
$5.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 41.0% |
$134K - $152K
|
521
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-363- 0.47% |
$134K - $152K
|
77K
$31.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-374- 22.96% |
$138K - $157K
|
1.26K
$514K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-399- 4.32% |
$148K - $167K
|
8.84K
$3.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-402- 3.67% |
$149K - $168K
|
10.5K
$4.32M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-478- 2.21% |
$177K - $200K
|
21.2K
$8.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-482- 0.29% |
$178K - $202K
|
167K
$68.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-502- 42.94% |
$186K - $210K
|
667
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 2.49% |
$198K - $224K
|
21K
$8.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-535- 0.98% |
$198K - $224K
|
53.9K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-540- 28.04% |
$200K - $226K
|
1.39K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-543- 5.17% |
$201K - $227K
|
9.95K
$4.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-552- 5.44% |
$204K - $231K
|
9.59K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-554- 6.84% |
$205K - $232K
|
7.55K
$3.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-557- 40.81% |
$206K - $233K
|
808
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-564- 7.94% |
$209K - $236K
|
6.54K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-567- 3.95% |
$210K - $238K
|
13.8K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-591- 2.47% |
$219K - $248K
|
23.4K
$9.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-592- 0.63% |
$219K - $248K
|
93.6K
$38.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-599- 3.26% |
$222K - $251K
|
17.8K
$7.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-600- 0.48% |
$222K - $251K
|
124K
$50.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-611- 10.77% |
$226K - $256K
|
5.06K
$2.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-616- 9.97% |
$228K - $258K
|
5.56K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-622- 4.83% |
$230K - $261K
|
12.2K
$5.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-628- 3.48% |
$233K - $263K
|
17.4K
$7.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-650- 0.84% |
$241K - $272K
|
77.1K
$31.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-656- 2.38% |
$243K - $275K
|
26.9K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-679- 10.26% |
$251K - $284K
|
5.94K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 7.79% |
$253K - $287K
|
8.09K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-684- 7.69% |
$253K - $287K
|
8.21K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-688- 24.99% |
$255K - $288K
|
2.07K
$846K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-721- 4.04% |
$267K - $302K
|
17.1K
$7.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-722- 3.95% |
$267K - $302K
|
17.5K
$7.19M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-751- 29.67% |
$278K - $315K
|
1.78K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-766- 1.41% |
$284K - $321K
|
53.7K
$22M
|