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 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-100- 12.15% |
$37K - $41.9K
|
723
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-102- 0.86% |
$37.8K - $42.7K
|
11.7K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-106- 2.35% |
$39.2K - $44.4K
|
4.41K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-107- 1.4% |
$39.6K - $44.8K
|
7.51K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 9.79% |
$39.6K - $44.8K
|
986
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-110- 2.57% |
$40.7K - $46.1K
|
4.18K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-110- 14.8% |
$40.7K - $46.1K
|
633
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-110- 5.89% |
$40.7K - $46.1K
|
1.76K
$716K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-111- 5.5% |
$41.1K - $46.5K
|
1.91K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-111- 1.32% |
$41.1K - $46.5K
|
8.32K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-113- 1.12% |
$41.8K - $47.3K
|
9.95K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-115- 13.64% |
$42.6K - $48.2K
|
728
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-119- 1.92% |
$44.1K - $49.9K
|
6.08K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-121- 15.67% |
$44.8K - $50.7K
|
651
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-121- 3.52% |
$44.8K - $50.7K
|
3.32K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-122- 5.12% |
$45.2K - $51.1K
|
2.26K
$922K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-122- 2.64% |
$45.2K - $51.1K
|
4.49K
$1.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-123- 7.75% |
$45.5K - $51.5K
|
1.47K
$597K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-127- 0.59% |
$47K - $53.2K
|
21.6K
$8.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-127- 8.26% |
$47K - $53.2K
|
1.41K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-128- 5.3% |
$47.4K - $53.6K
|
2.29K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-128- 0.82% |
$47.4K - $53.6K
|
15.5K
$6.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-129- 4.29% |
$47.8K - $54K
|
2.88K
$1.17M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-130- 16.62% |
$48.1K - $54.5K
|
652
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-134- 15.58% |
$49.6K - $56.1K
|
726
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-135- 0.1% |
$50K - $56.6K
|
132K
$53.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-135- 0.48% |
$50K - $56.6K
|
27.7K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-135- 0.55% |
$50K - $56.6K
|
24.3K
$9.92M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-136- 1.71% |
$50.4K - $57K
|
7.84K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-136- 5.38% |
$50.4K - $57K
|
2.39K
$975K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-137- 0.8% |
$50.7K - $57.4K
|
17.1K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-139- 2.09% |
$51.5K - $58.2K
|
6.51K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-139- 2.29% |
$51.5K - $58.2K
|
5.93K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-140- 1.66% |
$51.8K - $58.7K
|
8.27K
$3.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-141- 8.54% |
$52.2K - $59.1K
|
1.51K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-141- 7.3% |
$52.2K - $59.1K
|
1.79K
$729K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-144- 50.17% |
$53.3K - $60.3K
|
143
$58.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-146- 2.44% |
$54.1K - $61.2K
|
5.83K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.73% |
$54.1K - $61.2K
|
5.19K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-146- 7.25% |
$54.1K - $61.2K
|
1.87K
$761K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-149- 1.32% |
$55.2K - $62.4K
|
11.1K
$4.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-150- 16.89% |
$55.5K - $62.8K
|
738
$301K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-150- 0.29% |
$55.5K - $62.8K
|
51.5K
$21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-150- 10.57% |
$55.5K - $62.8K
|
1.27K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 1.83% |
$56.3K - $63.7K
|
8.15K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-152- 14.22% |
$56.3K - $63.7K
|
917
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-153- 13.75% |
$56.6K - $64.1K
|
960
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-154- 10.81% |
$57K - $64.5K
|
1.27K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-156- 0.58% |
$57.8K - $65.4K
|
26.7K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-156- 6.29% |
$57.8K - $65.4K
|
2.32K
$947K
|