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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
141+ 1.45% |
$52.2K - $59.1K
|
9.88K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
140+ 20.14% |
$51.8K - $58.7K
|
835
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
139+ 62.9% |
$51.5K - $58.2K
|
360
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
135+ 8.09% |
$50K - $56.6K
|
1.8K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 0.41% |
$48.9K - $55.3K
|
32.4K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
130+ 5.37% |
$48.1K - $54.5K
|
2.55K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
127+ 4.93% |
$47K - $53.2K
|
2.7K
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
126+ 4.12% |
$46.7K - $52.8K
|
3.18K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
125+ 0.83% |
$46.3K - $52.4K
|
15.3K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
125+ 2.99% |
$46.3K - $52.4K
|
4.3K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
125+ 15.34% |
$46.3K - $52.4K
|
940
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
124+ 16.87% |
$45.9K - $51.9K
|
859
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
122+ 2.66% |
$45.2K - $51.1K
|
4.7K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
120+ 2.15% |
$44.4K - $50.3K
|
5.71K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
118+ 5.16% |
$43.7K - $49.4K
|
2.4K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
118New |
$43.7K - $49.4K
|
118
$40.3K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
117+ 5.98% |
$43.3K - $49K
|
2.07K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
117New |
$43.3K - $49K
|
117
$40K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.29% |
$42.6K - $48.2K
|
5.14K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
115+ 3.17% |
$42.6K - $48.2K
|
3.74K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
114New |
$42.2K - $47.8K
|
114
$38.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
112+ 7.63% |
$41.5K - $46.9K
|
1.58K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 6.22% |
$41.1K - $46.5K
|
1.9K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111+ 0.53% |
$41.1K - $46.5K
|
21.1K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
110+ 1.17% |
$40.7K - $46.1K
|
9.51K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
107+ 6.42% |
$39.6K - $44.8K
|
1.77K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
107+ 0.85% |
$39.6K - $44.8K
|
12.7K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
106+ 3.66% |
$39.2K - $44.4K
|
3K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
106+ 1.73% |
$39.2K - $44.4K
|
6.23K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
106+ 89.83% |
$39.2K - $44.4K
|
224
$76.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
104+ 7.25% |
$38.5K - $43.6K
|
1.54K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
103+ 38.01% |
$38.1K - $43.2K
|
374
$128K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
102+ 8.03% |
$37.8K - $42.7K
|
1.37K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.1% |
$37K - $41.9K
|
4.86K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
100New |
$37K - $41.9K
|
100
$34.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
99+ 0.69% |
$36.7K - $41.5K
|
14.5K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
99+ 1.9% |
$36.7K - $41.5K
|
5.3K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
98+ 0.22% |
$36.3K - $41.1K
|
44.4K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
98+ 1.87% |
$36.3K - $41.1K
|
5.34K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
95+ 12.34% |
$35.2K - $39.8K
|
865
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
94+ 4.51% |
$34.8K - $39.4K
|
2.18K
$744K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
94+ 12.27% |
$34.8K - $39.4K
|
860
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
93+ 3.13% |
$34.4K - $39K
|
3.06K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
91+ 11.06% |
$33.7K - $38.1K
|
914
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
88+ 7.35% |
$32.6K - $36.9K
|
1.29K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
87+ 3.49% |
$32.2K - $36.4K
|
2.58K
$880K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
87New |
$32.2K - $36.4K
|
87
$29.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
86+ 10.6% |
$31.8K - $36K
|
897
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
85+ 0.72% |
$31.5K - $35.6K
|
11.9K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
85+ 7.88% |
$31.5K - $35.6K
|
1.16K
$397K
|