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
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-778- 2.21% |
$288K - $326K
|
34.4K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-785- 2.87% |
$291K - $329K
|
26.5K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-795- 3.83% |
$294K - $333K
|
20K
$8.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-797- 3.02% |
$295K - $334K
|
25.6K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-849- 0.41% |
$314K - $356K
|
205K
$83.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-855- 32.24% |
$317K - $358K
|
1.8K
$736K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-860- 3.22% |
$318K - $360K
|
25.9K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-861- 4.04% |
$319K - $361K
|
20.4K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-885- 12.13% |
$328K - $371K
|
6.41K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-934- 9.28% |
$346K - $391K
|
9.13K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-955- 4.19% |
$354K - $400K
|
21.8K
$8.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-985- 11.13% |
$365K - $413K
|
7.86K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1K- 2.25% |
$372K - $421K
|
43.6K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.03K- 4.2% |
$382K - $432K
|
23.5K
$9.64M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.04K- 2.97% |
$384K - $435K
|
33.9K
$13.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.08K- 10.35% |
$399K - $452K
|
9.33K
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.14K- 5.18% |
$421K - $477K
|
20.8K
$8.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 2.85% |
$449K - $508K
|
41.3K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.29K- 2.4% |
$478K - $541K
|
52.6K
$21.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.38K- 0.54% |
$511K - $579K
|
253K
$104M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.38K- 6.97% |
$512K - $579K
|
18.5K
$7.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.46K- 71.66% |
$542K - $613K
|
579
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.5K- 5.99% |
$556K - $629K
|
23.6K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.55K- 2.5% |
$573K - $649K
|
60.3K
$24.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.67K- 1.31% |
$617K - $698K
|
126K
$51.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.68K- 16.62% |
$620K - $702K
|
8.41K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 4.4% |
$621K - $703K
|
36.4K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.7K- 36.13% |
$631K - $714K
|
3.01K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.8K- 1.65% |
$666K - $754K
|
107K
$43.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.06K- 0.8% |
$762K - $863K
|
257K
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.14K- 3.11% |
$793K - $898K
|
66.8K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.23K- 4.9% |
$824K - $932K
|
43.2K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 4.22% |
$854K - $966K
|
52.4K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.49K- 3.38% |
$923K - $1.04M
|
71.3K
$29.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-2.5K- 4.68% |
$925K - $1.05M
|
50.9K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-2.61K- 14.08% |
$964K - $1.09M
|
15.9K
$6.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.01K- 17.75% |
$1.11M - $1.26M
|
13.9K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.02K- 2.35% |
$1.12M - $1.27M
|
126K
$51.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3.03K- 8.73% |
$1.12M - $1.27M
|
31.7K
$13M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.1K- 3.59% |
$1.15M - $1.3M
|
83.1K
$34M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.28K- 32.2% |
$1.22M - $1.37M
|
6.91K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.39K- 3.86% |
$1.25M - $1.42M
|
84.5K
$34.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.62K- 32.86% |
$1.34M - $1.52M
|
7.4K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-3.66K- 4.11% |
$1.36M - $1.53M
|
85.5K
$35M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.13K- 73.4% |
$1.53M - $1.73M
|
1.5K
$612K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-4.45K- 13.24% |
$1.65M - $1.86M
|
29.2K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.17K- 89.05% |
$1.91M - $2.16M
|
635
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.33K- 4.67% |
$1.97M - $2.23M
|
109K
$44.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.53K- 0.93% |
$2.05M - $2.31M
|
591K
$242M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.88K- 42.9% |
$2.18M - $2.46M
|
7.82K
$3.2M
|