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
|
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 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.47K- 5.29% |
$916K - $1.04M
|
44.3K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.49K- 9.26% |
$921K - $1.04M
|
24.4K
$9.98M
|
|
|
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 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-4K- 35.45% |
$1.48M - $1.68M
|
7.29K
$2.99M
|
|
|
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
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.95K- 4.86% |
$2.2M - $2.49M
|
116K
$47.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-6.05K- 88.12% |
$2.24M - $2.54M
|
816
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.14K- 28.37% |
$2.27M - $2.57M
|
15.5K
$6.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.86K- 44.58% |
$2.54M - $2.87M
|
8.53K
$3.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.91K- 1.61% |
$2.56M - $2.89M
|
422K
$173M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-7K- 5.87% |
$2.59M - $2.93M
|
112K
$45.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.51K- 16.37% |
$2.78M - $3.14M
|
38.4K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.7K- 58.36% |
$2.85M - $3.23M
|
5.5K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-9.38K- 94.49% |
$3.47M - $3.93M
|
547
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-12.5K- 42.4% |
$4.61M - $5.22M
|
16.9K
$6.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-13.3K- 29.8% |
$4.93M - $5.57M
|
31.3K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.5K- 99.91% |
$4.98M - $5.63M
|
12
$4.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.9K- 32.22% |
$5.88M - $6.66M
|
33.4K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-17.9K- 8.98% |
$6.63M - $7.5M
|
181K
$74.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-18.4K- 71.81% |
$6.79M - $7.69M
|
7.2K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-39.5K- 17.92% |
$14.6M - $16.5M
|
181K
$74M
|