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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-402- 3.67% |
$149K - $168K
|
10.5K
$4.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-403- 1.97% |
$149K - $169K
|
20K
$8.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-403- 2.58% |
$149K - $169K
|
15.2K
$6.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-427- 1.92% |
$158K - $179K
|
21.9K
$8.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-428- 4.81% |
$158K - $179K
|
8.48K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-440- 5.05% |
$163K - $184K
|
8.28K
$3.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-469- 0.26% |
$174K - $196K
|
178K
$72.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-473- 0.31% |
$175K - $198K
|
151K
$61.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-477- 3.27% |
$177K - $200K
|
14.1K
$5.74M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-478- 2.21% |
$177K - $200K
|
21.2K
$8.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-479- 56.09% |
$177K - $201K
|
375
$153K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-482- 0.29% |
$178K - $202K
|
167K
$68.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-483- 1.72% |
$179K - $202K
|
27.6K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-502- 42.94% |
$186K - $210K
|
667
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-516- 16.46% |
$191K - $216K
|
2.62K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-525- 5.22% |
$194K - $220K
|
9.53K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-535- 2.49% |
$198K - $224K
|
21K
$8.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-535- 0.98% |
$198K - $224K
|
53.9K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-540- 28.04% |
$200K - $226K
|
1.39K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-543- 5.17% |
$201K - $227K
|
9.95K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-544- 6.65% |
$201K - $228K
|
7.63K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-552- 5.44% |
$204K - $231K
|
9.59K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-554- 6.84% |
$205K - $232K
|
7.55K
$3.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-557- 40.81% |
$206K - $233K
|
808
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-564- 7.94% |
$209K - $236K
|
6.54K
$2.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-567- 3.95% |
$210K - $238K
|
13.8K
$5.62M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-569- 15.75% |
$211K - $238K
|
3.04K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-591- 2.47% |
$219K - $248K
|
23.4K
$9.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-592- 0.63% |
$219K - $248K
|
93.6K
$38.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-599- 3.26% |
$222K - $251K
|
17.8K
$7.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-600- 0.48% |
$222K - $251K
|
124K
$50.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-611- 10.77% |
$226K - $256K
|
5.06K
$2.06M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-616- 9.97% |
$228K - $258K
|
5.56K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-622- 4.83% |
$230K - $261K
|
12.2K
$4.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-628- 3.48% |
$233K - $263K
|
17.4K
$7.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-650- 0.84% |
$241K - $272K
|
77.1K
$31.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-656- 2.38% |
$243K - $275K
|
26.9K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-675- 2.08% |
$250K - $283K
|
31.7K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-679- 10.26% |
$251K - $284K
|
5.94K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-684- 7.79% |
$253K - $287K
|
8.09K
$3.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-684- 7.69% |
$253K - $287K
|
8.21K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-688- 24.99% |
$255K - $288K
|
2.07K
$841K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-717- 10.26% |
$265K - $300K
|
6.27K
$2.56M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-721- 4.04% |
$267K - $302K
|
17.1K
$6.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-722- 3.95% |
$267K - $302K
|
17.5K
$7.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-751- 29.67% |
$278K - $315K
|
1.78K
$725K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-753- 2.22% |
$279K - $315K
|
33.1K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-766- 1.41% |
$284K - $321K
|
53.7K
$21.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-778- 2.21% |
$288K - $326K
|
34.4K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-785- 2.87% |
$291K - $329K
|
26.5K
$10.8M
|