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 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
21+ 1.88% |
$7.78K - $8.8K
|
1.14K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21+ 0.22% |
$7.78K - $8.8K
|
9.6K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
20+ 1.87% |
$7.4K - $8.38K
|
1.09K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
20+ 0.17% |
$7.4K - $8.38K
|
11.8K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
20+ 1.54% |
$7.4K - $8.38K
|
1.32K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20New |
$7.4K - $8.38K
|
20
$6.83K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.17% |
$6.66K - $7.54K
|
10.6K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
18+ 0.76% |
$6.66K - $7.54K
|
2.38K
$814K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
17New |
$6.29K - $7.12K
|
17
$5.81K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
16+ 0.18% |
$5.92K - $6.7K
|
8.89K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
16+ 0.92% |
$5.92K - $6.7K
|
1.76K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
16+ 0.09% |
$5.92K - $6.7K
|
17.8K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 1.95% |
$5.55K - $6.28K
|
783
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 1.55% |
$5.55K - $6.28K
|
982
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
15+ 0.6% |
$5.55K - $6.28K
|
2.52K
$862K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14+ 0.89% |
$5.18K - $5.87K
|
1.59K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.22% |
$4.81K - $5.45K
|
5.88K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 3.06% |
$4.81K - $5.45K
|
438
$150K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
13+ 0.13% |
$4.81K - $5.45K
|
10.3K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
13+ 0.11% |
$4.81K - $5.45K
|
12.3K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.96% |
$4.44K - $5.03K
|
1.26K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
12+ 0.46% |
$4.44K - $5.03K
|
2.65K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.1% |
$4.44K - $5.03K
|
12.1K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
11+ 0.91% |
$4.07K - $4.61K
|
1.22K
$417K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10+ 4.61% |
$3.7K - $4.19K
|
227
$77.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
10+ 1.66% |
$3.7K - $4.19K
|
614
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 0.35% |
$3.7K - $4.19K
|
2.89K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
10+ 0.13% |
$3.7K - $4.19K
|
7.64K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10+ 0.39% |
$3.7K - $4.19K
|
2.58K
$883K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
10New |
$3.7K - $4.19K
|
10
$3.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 26.47% |
$3.33K - $3.77K
|
43
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
8+ 0.63% |
$2.96K - $3.35K
|
1.27K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 0.44% |
$2.96K - $3.35K
|
1.84K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
8+ 3.38% |
$2.96K - $3.35K
|
245
$83.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8+ 0.42% |
$2.96K - $3.35K
|
1.9K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8+ 0.47% |
$2.96K - $3.35K
|
1.7K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8+ 0.25% |
$2.96K - $3.35K
|
3.22K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7+ 0.01% |
$2.59K - $2.93K
|
132K
$45.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.38% |
$2.59K - $2.93K
|
1.85K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7+ 0.31% |
$2.59K - $2.93K
|
2.27K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7+ 0.11% |
$2.59K - $2.93K
|
6.61K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.2% |
$2.59K - $2.93K
|
592
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 53.85% |
$2.59K - $2.93K
|
20
$6.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.34% |
$2.59K - $2.93K
|
2.05K
$699K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6+ 0.49% |
$2.22K - $2.51K
|
1.23K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6+ 0.44% |
$2.22K - $2.51K
|
1.36K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6+ 0.05% |
$2.22K - $2.51K
|
11.8K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
6+ 0.19% |
$2.22K - $2.51K
|
3.15K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$2.22K - $2.51K
|
25.4K
$8.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.13% |
$2.22K - $2.51K
|
4.55K
$1.56M
|