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 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
330+ 94.29% |
$122K - $138K
|
680
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
325+ 0.59% |
$120K - $136K
|
55.7K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
325+ 41.3% |
$120K - $136K
|
1.11K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
325+ 2.17% |
$120K - $136K
|
15.3K
$5.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
318+ 3.44% |
$118K - $133K
|
9.57K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
311+ 38.83% |
$115K - $130K
|
1.11K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
309+ 30.59% |
$114K - $129K
|
1.32K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
305+ 0.3% |
$113K - $128K
|
102K
$34.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
305+ 18.31% |
$113K - $128K
|
1.97K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
303+ 4.57% |
$112K - $127K
|
6.94K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
303+ 5.93% |
$112K - $127K
|
5.41K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
303+ 10.29% |
$112K - $127K
|
3.25K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
302+ 1.6% |
$112K - $127K
|
19.2K
$6.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
300+ 43.67% |
$111K - $126K
|
987
$337K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
300New |
$111K - $126K
|
300
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 1.91% |
$111K - $125K
|
16K
$5.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
296+ 17.22% |
$110K - $124K
|
2.02K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
293New |
$108K - $123K
|
293
$100K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
292+ 20.96% |
$108K - $122K
|
1.69K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
284+ 4.65% |
$105K - $119K
|
6.39K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
283+ 4.28% |
$105K - $119K
|
6.9K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
279+ 2.86% |
$103K - $117K
|
10K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
278New |
$103K - $116K
|
278
$95K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
275New |
$102K - $115K
|
275
$93.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
274+ 5.15% |
$101K - $115K
|
5.59K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
271+ 1.41% |
$100K - $114K
|
19.5K
$6.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
265+ 9.58% |
$98.1K - $111K
|
3.03K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
261+ 18.01% |
$96.6K - $109K
|
1.71K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
260+ 3.23% |
$96.3K - $109K
|
8.31K
$2.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
259+ 6.35% |
$95.9K - $109K
|
4.34K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
256New |
$94.8K - $107K
|
256
$87.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
253+ 351.39% |
$93.7K - $106K
|
325
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
249+ 16.15% |
$92.2K - $104K
|
1.79K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
248+ 7.9% |
$91.8K - $104K
|
3.39K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
248+ 4.15% |
$91.8K - $104K
|
6.22K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$88.9K - $101K
|
240
$82K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
238+ 4.85% |
$88.1K - $99.7K
|
5.14K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
238+ 13.26% |
$88.1K - $99.7K
|
2.03K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
235+ 2.89% |
$87K - $98.5K
|
8.36K
$2.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
232+ 77.33% |
$85.9K - $97.2K
|
532
$182K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
227+ 14.06% |
$84K - $95.1K
|
1.84K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
227New |
$84K - $95.1K
|
227
$77.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
224+ 1.48% |
$82.9K - $93.8K
|
15.4K
$5.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
222+ 22.2% |
$82.2K - $93K
|
1.22K
$417K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
220+ 7.11% |
$81.5K - $92.2K
|
3.32K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
219+ 9.33% |
$81.1K - $91.7K
|
2.57K
$877K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 5.88% |
$80.3K - $90.9K
|
3.91K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
216+ 9.25% |
$80K - $90.5K
|
2.55K
$871K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
215+ 0.74% |
$79.6K - $90.1K
|
29.4K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
213+ 3.98% |
$78.9K - $89.2K
|
5.57K
$1.9M
|