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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-141- 7.3% |
$52.2K - $59.1K
|
1.79K
$731K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-144- 50.17% |
$53.3K - $60.3K
|
143
$58.4K
|
|
|
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
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-149- 1.32% |
$55.2K - $62.4K
|
11.1K
$4.54M
|
|
|
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
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-152- 1.83% |
$56.3K - $63.7K
|
8.15K
$3.33M
|
|
|
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
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-154- 10.81% |
$57K - $64.5K
|
1.27K
$518K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-155- 5.78% |
$57.4K - $64.9K
|
2.53K
$1.03M
|
|
|
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
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-158- 0.85% |
$58.5K - $66.2K
|
18.3K
$7.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-159- 2.61% |
$58.9K - $66.6K
|
5.93K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-159- 4.81% |
$58.9K - $66.6K
|
3.15K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-160- 0.65% |
$59.2K - $67K
|
24.6K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-160- 3.46% |
$59.2K - $67K
|
4.47K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-160- 1.75% |
$59.2K - $67K
|
8.98K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 5.47% |
$59.6K - $67.4K
|
2.79K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-162- 6.37% |
$60K - $67.9K
|
2.38K
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-164- 7.97% |
$60.7K - $68.7K
|
1.9K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-164- 4.13% |
$60.7K - $68.7K
|
3.8K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-169- 1.63% |
$62.6K - $70.8K
|
10.2K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-170- 1.26% |
$62.9K - $71.2K
|
13.3K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-170- 1.86% |
$62.9K - $71.2K
|
8.97K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-171- 2.66% |
$63.3K - $71.6K
|
6.25K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-177- 0.59% |
$65.5K - $74.2K
|
30.1K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-178- 2.4% |
$65.9K - $74.6K
|
7.24K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-178- 4.07% |
$65.9K - $74.6K
|
4.2K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-180- 1.23% |
$66.6K - $75.4K
|
14.5K
$5.91M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-180- 0.17% |
$66.6K - $75.4K
|
106K
$43.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-180- 8.15% |
$66.6K - $75.4K
|
2.03K
$828K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-182- 23.33% |
$67.4K - $76.2K
|
598
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-188- 1.42% |
$69.6K - $78.8K
|
13.1K
$5.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-190- 2.55% |
$70.3K - $79.6K
|
7.27K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-190- 0.33% |
$70.3K - $79.6K
|
57K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-190- 10.47% |
$70.3K - $79.6K
|
1.63K
$663K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.6% |
$71.1K - $80.4K
|
11.8K
$4.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-192- 4.12% |
$71.1K - $80.4K
|
4.47K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-193- 5.01% |
$71.5K - $80.9K
|
3.66K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$71.8K - $81.3K
|
14.3K
$5.85M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 2.48% |
$73.3K - $83K
|
7.79K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-198- 10.05% |
$73.3K - $83K
|
1.77K
$723K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-199- 2.61% |
$73.7K - $83.4K
|
7.43K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
SELL
|
- |
-200- 3.13% |
$74K - $83.8K
|
6.19K
$2.53M
|