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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
77+ 2.43% |
$28.5K - $32.3K
|
3.25K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
77+ 122.22% |
$28.5K - $32.3K
|
140
$50.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
75+ 2.43% |
$27.8K - $31.4K
|
3.16K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
75+ 0.81% |
$27.8K - $31.4K
|
9.36K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
75+ 4.33% |
$27.8K - $31.4K
|
1.81K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
74+ 1.32% |
$27.4K - $31K
|
5.69K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
73+ 6.31% |
$27K - $30.6K
|
1.23K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
72+ 3.63% |
$26.7K - $30.2K
|
2.06K
$741K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$25.9K - $29.3K
|
70
$25.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 6.75% |
$25.9K - $29.3K
|
1.11K
$399K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
69+ 0.86% |
$25.5K - $28.9K
|
8.1K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
69+ 3.61% |
$25.5K - $28.9K
|
1.98K
$714K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
69+ 11.26% |
$25.5K - $28.9K
|
682
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
68+ 3.09% |
$25.2K - $28.5K
|
2.27K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.63% |
$25.2K - $28.5K
|
10.9K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
68+ 8.61% |
$25.2K - $28.5K
|
858
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
67+ 6.27% |
$24.8K - $28.1K
|
1.14K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
66+ 6.56% |
$24.4K - $27.7K
|
1.07K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
66New |
$24.4K - $27.7K
|
66
$23.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
65+ 2.08% |
$24.1K - $27.2K
|
3.2K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
65+ 0.54% |
$24.1K - $27.2K
|
12.2K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.11% |
$22.6K - $25.6K
|
56.2K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
59+ 5.46% |
$21.8K - $24.7K
|
1.14K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
59+ 3.9% |
$21.8K - $24.7K
|
1.57K
$567K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
56New |
$20.7K - $23.5K
|
56
$20.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$20K - $22.6K
|
54
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53+ 65.43% |
$19.6K - $22.2K
|
134
$48.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
53New |
$19.6K - $22.2K
|
53
$19.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 0.93% |
$19.3K - $21.8K
|
5.62K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
52+ 2.73% |
$19.3K - $21.8K
|
1.95K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
52+ 1.1% |
$19.3K - $21.8K
|
4.79K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.4% |
$18.5K - $20.9K
|
3.63K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
49New |
$18.1K - $20.5K
|
49
$17.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
49+ 0.45% |
$18.1K - $20.5K
|
10.8K
$3.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
48+ 1.98% |
$17.8K - $20.1K
|
2.47K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
48+ 1.26% |
$17.8K - $20.1K
|
3.86K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
47New |
$17.4K - $19.7K
|
47
$16.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
46+ 2.04% |
$17K - $19.3K
|
2.3K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
45+ 0.02% |
$16.7K - $18.9K
|
203K
$73.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 0.81% |
$16.7K - $18.9K
|
5.58K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
43+ 1.14% |
$15.9K - $18K
|
3.8K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
42+ 2.89% |
$15.6K - $17.6K
|
1.5K
$540K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
42+ 9.93% |
$15.6K - $17.6K
|
465
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
41+ 1.77% |
$15.2K - $17.2K
|
2.36K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
40+ 2.34% |
$14.8K - $16.8K
|
1.75K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
40+ 1.31% |
$14.8K - $16.8K
|
3.09K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
39+ 2.16% |
$14.4K - $16.3K
|
1.85K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
39+ 1.94% |
$14.4K - $16.3K
|
2.05K
$738K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
39+ 3.8% |
$14.4K - $16.3K
|
1.07K
$384K
|